Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BCGAX (STERLING CAPITAL DIVERSIFIED INCOME FUND A CLASS) | NA | 1.44% | 1.25% | 4.58% | 4.05% | 4.11% | 3.70% | … | … |
Data as of 01/26/2021, Common starting date is 01/29/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BCGAX (STERLING CAPITAL DIVERSIFIED INCOME FUND A CLASS) | 01/29/1998 | 01/26/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.44 | 1.25 | 4.58 | 4.05 | 4.11 | 3.70 | … | … | 2.22 | -1.52 | 4.91 | -8.70 | 2.25 | 4.81 | -4.59 | 4.20 | 5.78 | 6.84 | -2.05 | 7.30 | 14.30 | -21.03 | -6.73 | 5.02 | 0.83 | 4.42 | 10.62 | -9.80 | -6.82 | -6.21 | 0.66 | 4.66 |
| Sharpe Ratio | NA | 0.03 | 0.03 | 0.44 | 0.49 | NA | NA | … | … | 7.95 | -0.10 | -4.28 | -5.77 | -5.02 | -5.51 | -4.21 | -3.58 | -2.87 | -2.32 | -2.13 | -1.47 | -0.39 | -2.83 | -3.01 | -3.16 | -4.53 | -2.85 | -1.30 | -3.45 | -3.51 | -3.06 | -0.41 | 0.26 |
| Standard Deviation(%) | NA | 17.24 | 10.67 | 8.68 | 7.50 | NA | NA | … | … | 5.20 | 17.20 | 4.28 | 5.24 | 3.40 | 5.30 | 5.48 | 3.99 | 4.44 | 5.09 | 9.66 | 7.68 | 11.11 | 14.30 | 9.58 | 5.50 | 4.46 | 5.32 | 6.68 | 8.58 | 8.13 | 9.62 | 6.31 | 6.62 |
| Draw Down(%) | NA | 27.51 | 27.98 | 27.98 | 27.98 | NA | NA | … | … | 0.39 | 27.98 | 3.73 | 11.36 | 1.66 | 4.42 | 8.44 | 3.52 | 4.13 | 4.69 | 10.56 | 6.10 | 12.30 | 25.73 | 10.40 | 4.49 | 3.24 | 5.43 | 5.28 | 13.02 | 12.19 | 10.11 | 5.18 | 7.29 |
| Yield(%) | 0.00 | 3.53 | 3.89 | 4.16 | 3.46 | 3.84 | 3.46 | … | … | 0.00 | 3.50 | 5.13 | 3.85 | 3.29 | 4.07 | 3.49 | 2.28 | 1.60 | 2.33 | 2.28 | 3.78 | 3.11 | 4.45 | 10.87 | 3.53 | 2.80 | 1.76 | 1.75 | 2.53 | 4.14 | 3.77 | 1.05 | 0.00 |
Data as of 01/26/2021, Common starting date is 01/29/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCGAX (STERLING CAPITAL DIVERSIFIED INCOME FUND A CLASS) |
-5.32%
Feb 2006 – Feb 2009 |
-2.34%
Mar 1998 – Mar 2003 |
-0.17%
Feb 1999 – Feb 2009 |
2.74%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCGAX (STERLING CAPITAL DIVERSIFIED INCOME FUND A CLASS) |
14.59%
Feb 2009 – Feb 2012 |
11.37%
Feb 2009 – Feb 2014 |
7.31%
Feb 2009 – Feb 2019 |
5.47%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart