Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BCEGX (STERLING CAPITAL EQUITY INCOME FUND C CLASS) | 3.09% | 4.18% | 6.76% | 2.80% | 8.63% | 8.34% | 7.66% | … | … |
Data as of 06/04/2026, Common starting date is 09/29/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BCEGX (STERLING CAPITAL EQUITY INCOME FUND C CLASS) | 09/29/2004 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.45 | 4.18 | 6.76 | 2.80 | 8.63 | 8.34 | 7.66 | … | … | 3.09 | 0.88 | 3.75 | 11.42 | -10.20 | 24.59 | 7.57 | 24.06 | -1.64 | 19.72 | 14.54 | -3.87 | 3.13 | 22.86 | 9.01 | 7.16 | 15.20 | 21.99 | -26.43 | 8.78 | 20.96 | 9.43 | 10.49 |
| Sharpe Ratio | NA | 0.11 | 0.28 | 0.01 | 0.41 | NA | NA | … | … | 0.16 | -0.14 | 0.01 | 0.64 | -0.57 | 2.01 | 0.20 | 1.93 | -0.19 | 2.77 | 1.09 | -0.27 | 0.32 | 2.54 | 0.96 | 0.42 | 1.17 | 1.01 | -0.78 | 0.41 | 1.89 | 0.77 | 5.10 |
| Standard Deviation(%) | NA | 10.55 | 12.39 | 14.34 | 17.03 | NA | NA | … | … | 11.07 | 14.88 | 10.78 | 12.21 | 20.30 | 12.24 | 35.81 | 11.69 | 16.01 | 6.92 | 13.15 | 14.31 | 9.85 | 9.00 | 9.40 | 17.00 | 12.87 | 21.65 | 35.07 | 13.82 | 9.34 | 9.31 | 8.98 |
| Draw Down(%) | NA | 7.61 | 16.07 | 16.07 | 37.14 | NA | NA | … | … | 7.61 | 13.17 | 9.49 | 11.20 | 15.37 | 5.22 | 37.14 | 5.95 | 15.04 | 3.42 | 7.97 | 13.27 | 8.87 | 4.83 | 7.20 | 13.18 | 10.82 | 23.90 | 40.82 | 7.61 | 5.44 | 5.91 | 3.79 |
| Yield(%) | 0.00 | 21.35 | 16.67 | 9.54 | 10.38 | 9.86 | 9.12 | … | … | 0.07 | 21.44 | 21.75 | 9.13 | 0.53 | 0.39 | 0.90 | 5.96 | 8.22 | 11.51 | 1.29 | 6.98 | 3.86 | 4.63 | 1.83 | 0.76 | 0.88 | 1.41 | 1.73 | 6.22 | 7.23 | 3.72 | 0.57 |
Data as of 06/04/2026, Common starting date is 09/29/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCEGX (STERLING CAPITAL EQUITY INCOME FUND C CLASS) |
-7.39%
Feb 2006 – Feb 2009 |
2.01%
May 2007 – May 2012 |
5.68%
May 2007 – May 2017 |
6.65%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCEGX (STERLING CAPITAL EQUITY INCOME FUND C CLASS) |
22.67%
Feb 2009 – Feb 2012 |
18.17%
Feb 2009 – Feb 2014 |
13.09%
Feb 2009 – Feb 2019 |
11.90%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart