Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BCGTX (STERLING CAPITAL STRATEGIC ALLOCATION BALANCED FUND INSTITUTIONAL CLASS) | NA | 6.29% | 3.20% | 7.78% | 5.91% | 5.10% | 4.35% | … | … |
Data as of 01/26/2021, Common starting date is 12/30/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BCGTX (STERLING CAPITAL STRATEGIC ALLOCATION BALANCED FUND INSTITUTIONAL CLASS) | 12/30/1997 | 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 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.29 | 3.20 | 7.78 | 5.91 | 5.10 | 4.35 | … | … | 1.66 | 4.21 | 16.26 | -6.97 | 15.15 | 5.60 | -0.47 | 7.35 | 12.40 | 11.46 | -3.27 | 14.02 | 21.80 | -25.51 | 2.98 | 11.99 | 4.91 | 8.77 | 17.76 | -13.59 | -6.26 | 0.28 | 10.61 | 12.48 | 0.22 |
| Sharpe Ratio | NA | 0.27 | 0.18 | 0.67 | 0.54 | NA | NA | … | … | 5.28 | 0.21 | 2.35 | -0.95 | 3.61 | 0.61 | -0.06 | 1.26 | 2.05 | 1.44 | -0.20 | 1.14 | 1.31 | -1.22 | -0.02 | 1.14 | 0.44 | 1.04 | 1.71 | -1.08 | -0.77 | -0.37 | 0.86 | 0.92 | NA |
| Standard Deviation(%) | NA | 18.69 | 12.48 | 10.48 | 10.12 | NA | NA | … | … | 5.60 | 18.66 | 6.28 | 8.80 | 4.03 | 8.80 | 8.25 | 5.83 | 6.02 | 8.01 | 16.19 | 12.25 | 16.60 | 21.71 | 9.95 | 7.58 | 5.99 | 7.52 | 9.97 | 13.66 | 11.43 | 10.59 | 8.40 | 9.80 | 0.00 |
| Draw Down(%) | NA | 25.81 | 25.81 | 25.81 | 25.81 | NA | NA | … | … | 0.73 | 25.81 | 3.58 | 13.22 | 1.02 | 6.99 | 8.64 | 4.87 | 4.32 | 7.12 | 16.61 | 9.78 | 17.68 | 34.18 | 6.27 | 6.91 | 3.88 | 6.02 | 9.26 | 19.26 | 17.05 | 7.67 | 6.36 | 10.84 | 0.00 |
| Yield(%) | 0.00 | 5.11 | 4.20 | 4.10 | 3.36 | 3.77 | 3.31 | … | … | 0.00 | 5.07 | 6.32 | 2.34 | 2.43 | 1.76 | 2.25 | 2.14 | 2.02 | 2.20 | 1.79 | 2.71 | 2.75 | 2.41 | 14.42 | 4.89 | 2.48 | 1.23 | 0.67 | 1.48 | 5.12 | 9.88 | 5.17 | 5.05 | 0.62 |
Data as of 01/26/2021, Common starting date is 12/30/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCGTX (STERLING CAPITAL STRATEGIC ALLOCATION BALANCED FUND INSTITUTIONAL CLASS) |
-9.58%
Feb 2006 – Feb 2009 |
-3.33%
Feb 2004 – Feb 2009 |
-0.55%
Feb 1999 – Feb 2009 |
3.24%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCGTX (STERLING CAPITAL STRATEGIC ALLOCATION BALANCED FUND INSTITUTIONAL CLASS) |
17.57%
Feb 2009 – Feb 2012 |
14.18%
Feb 2009 – Feb 2014 |
9.40%
Feb 2009 – Feb 2019 |
6.72%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart