Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BBTGX (STERLING CAPITAL BEHAVIORAL LARGE CAP VALUE EQUITY FUND A CLASS) | 15.99% | 33.71% | 25.32% | 13.67% | 12.59% | 11.46% | 7.97% | … | … |
Data as of 06/03/2026, Common starting date is 10/29/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BBTGX (STERLING CAPITAL BEHAVIORAL LARGE CAP VALUE EQUITY FUND A CLASS) | 10/29/1992 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.77 | 33.71 | 25.32 | 13.67 | 12.59 | 11.46 | 7.97 | … | … | 15.99 | 23.23 | 20.65 | 12.22 | -5.74 | 30.78 | -1.81 | 19.89 | -10.51 | 18.46 | 10.41 | -2.34 | 15.83 | 26.77 | 14.22 | -4.08 | 11.47 | 19.03 | -37.28 | -6.25 | 21.17 | 7.47 | 12.25 | 23.76 | -19.85 | 0.19 | 5.95 | -2.29 | 12.86 | 32.82 | 17.12 | 30.84 | -2.97 | 9.02 | 6.82 |
| Sharpe Ratio | NA | 2.73 | 1.65 | 0.73 | 0.61 | NA | NA | … | … | 2.88 | 1.31 | 1.40 | 0.64 | -0.36 | 1.94 | -0.06 | 1.63 | -0.72 | 2.04 | 0.72 | -0.15 | 1.29 | 2.33 | 1.09 | -0.17 | 0.65 | 0.70 | -1.06 | -0.56 | 1.84 | 0.52 | 1.13 | 1.46 | -0.89 | -0.15 | 0.10 | -0.42 | 0.62 | 2.21 | 1.25 | 4.06 | -0.63 | 0.91 | 4.53 |
| Standard Deviation(%) | NA | 11.26 | 13.45 | 15.37 | 17.70 | NA | NA | … | … | 12.87 | 15.62 | 12.16 | 13.51 | 20.12 | 15.87 | 35.71 | 11.27 | 16.49 | 8.77 | 14.20 | 15.83 | 12.22 | 11.49 | 13.10 | 23.56 | 17.43 | 27.22 | 35.81 | 16.86 | 9.67 | 9.94 | 9.94 | 15.78 | 23.59 | 15.41 | 17.51 | 13.44 | 15.21 | 13.14 | 10.65 | 6.62 | 9.64 | 7.48 | 9.89 |
| Draw Down(%) | NA | 6.13 | 14.73 | 19.19 | 38.37 | NA | NA | … | … | 6.13 | 14.73 | 7.62 | 9.93 | 19.19 | 7.22 | 38.37 | 6.51 | 21.75 | 5.62 | 13.62 | 12.63 | 9.20 | 5.61 | 10.09 | 22.42 | 16.58 | 26.77 | 45.79 | 16.07 | 6.91 | 5.87 | 6.46 | 15.86 | 34.38 | 14.89 | 12.30 | 16.33 | 17.63 | 8.04 | 7.80 | 2.39 | 7.66 | 3.67 | 0.00 |
| Yield(%) | 0.00 | 1.45 | 2.01 | 1.62 | 3.69 | 4.08 | 3.67 | … | … | 0.31 | 1.60 | 1.97 | 1.68 | 1.63 | 0.26 | 2.94 | 5.80 | 9.35 | 3.01 | 1.84 | 1.38 | 1.14 | 1.04 | 1.06 | 0.99 | 1.11 | 0.95 | 1.05 | 15.72 | 19.53 | 9.51 | 1.42 | 1.62 | 1.05 | 3.75 | 7.74 | 9.00 | 5.37 | 10.17 | 1.88 | 2.30 | 2.35 | 2.71 | 0.71 |
Data as of 06/03/2026, Common starting date is 10/29/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBTGX (STERLING CAPITAL BEHAVIORAL LARGE CAP VALUE EQUITY FUND A CLASS) |
-18.12%
Feb 2006 – Feb 2009 |
-7.74%
Feb 2004 – Feb 2009 |
-2.76%
Feb 1999 – Feb 2009 |
2.37%
Feb 1998 – Feb 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBTGX (STERLING CAPITAL BEHAVIORAL LARGE CAP VALUE EQUITY FUND A CLASS) |
26.82%
Feb 1995 – Feb 1998 |
19.75%
Jun 1994 – Jun 1999 |
12.79%
Feb 2016 – Feb 2026 |
11.72%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart