Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BCGCX (STERLING CAPITAL STRATEGIC ALLOCATION GROWTH FUND C CLASS) | NA | 5.09% | 1.53% | 7.41% | 5.26% | 3.93% | NA | … | … |
Data as of 01/26/2021, Common starting date is 03/29/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BCGCX (STERLING CAPITAL STRATEGIC ALLOCATION GROWTH FUND C CLASS) | 03/29/2001 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.09 | 1.53 | 7.41 | 5.26 | 3.93 | NA | … | … | 2.13 | 0.61 | 16.76 | -9.29 | 16.67 | 4.93 | -1.68 | 6.57 | 15.07 | 11.53 | -6.36 | 13.76 | 22.16 | -32.23 | 1.42 | 12.44 | 4.61 | 9.22 | 20.62 | -19.22 | -3.91 |
| Sharpe Ratio | NA | 0.15 | 0.04 | 0.50 | 0.38 | NA | NA | … | … | 5.26 | 0.02 | 1.89 | -0.97 | 3.15 | 0.42 | -0.16 | 0.89 | 2.05 | 1.11 | -0.31 | 0.89 | 1.06 | -1.20 | -0.13 | 1.01 | 0.33 | 0.92 | 1.62 | -1.16 | -0.47 |
| Standard Deviation(%) | NA | 23.64 | 15.76 | 13.25 | 12.87 | NA | NA | … | … | 7.45 | 23.63 | 8.11 | 10.95 | 5.11 | 11.20 | 10.50 | 7.37 | 7.34 | 10.42 | 20.87 | 15.28 | 20.79 | 27.63 | 12.53 | 9.09 | 7.35 | 9.01 | 12.32 | 17.45 | 15.45 |
| Draw Down(%) | NA | 30.59 | 30.59 | 30.59 | 30.59 | NA | NA | … | … | 0.95 | 30.59 | 5.01 | 16.90 | 1.40 | 9.10 | 11.09 | 6.30 | 4.50 | 9.34 | 20.91 | 12.47 | 21.55 | 41.42 | 8.23 | 8.67 | 5.02 | 7.38 | 11.78 | 25.91 | 21.08 |
| Yield(%) | 0.00 | 4.75 | 3.61 | 3.38 | 2.33 | 2.85 | 2.38 | … | … | 0.00 | 4.68 | 6.14 | 1.27 | 1.56 | 0.64 | 1.20 | 0.79 | 0.63 | 0.88 | 0.47 | 1.12 | 1.36 | 1.08 | 15.74 | 3.95 | 1.26 | 0.00 | 0.10 | 0.00 | 0.07 |
Data as of 01/26/2021, Common starting date is 03/29/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCGCX (STERLING CAPITAL STRATEGIC ALLOCATION GROWTH FUND C CLASS) |
-13.81%
Feb 2006 – Feb 2009 |
-6.00%
Feb 2004 – Feb 2009 |
0.72%
Sep 2001 – Sep 2011 |
2.09%
Apr 2001 – Apr 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCGCX (STERLING CAPITAL STRATEGIC ALLOCATION GROWTH FUND C CLASS) |
18.08%
Feb 2009 – Feb 2012 |
14.73%
Feb 2009 – Feb 2014 |
9.38%
Feb 2009 – Feb 2019 |
6.09%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart