Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BCMAX (STERLING CAPITAL STRATEGIC ALLOCATION GROWTH FUND A CLASS) | NA | 5.96% | 2.31% | 8.22% | 6.06% | 4.72% | 3.49% | … | … |
Data as of 01/26/2021, Common starting date is 03/30/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BCMAX (STERLING CAPITAL STRATEGIC ALLOCATION GROWTH FUND A CLASS) | 03/30/1998 | 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 | 5.96 | 2.31 | 8.22 | 6.06 | 4.72 | 3.49 | … | … | 2.20 | 1.28 | 17.68 | -8.65 | 17.52 | 5.81 | -1.01 | 7.47 | 15.93 | 12.35 | -5.78 | 14.78 | 23.10 | -31.76 | 2.18 | 13.24 | 5.45 | 10.03 | 21.42 | -18.76 | -15.30 | -8.52 | 10.25 | 2.17 |
| Sharpe Ratio | NA | 0.18 | 0.08 | 0.56 | 0.44 | NA | NA | … | … | 5.43 | 0.04 | 1.98 | -0.90 | 3.25 | 0.49 | -0.10 | 1.00 | 2.18 | 1.20 | -0.28 | 0.96 | 1.11 | -1.18 | -0.07 | 1.10 | 0.45 | 1.00 | 1.72 | -1.13 | -1.16 | -0.80 | 0.67 | -0.03 |
| Standard Deviation(%) | NA | 23.76 | 15.88 | 13.35 | 12.90 | NA | NA | … | … | 7.51 | 23.76 | 8.22 | 11.03 | 5.21 | 11.28 | 10.49 | 7.44 | 7.30 | 10.32 | 20.80 | 15.35 | 20.66 | 27.64 | 12.47 | 9.03 | 7.34 | 9.12 | 12.08 | 17.53 | 15.43 | 15.76 | 10.46 | 13.33 |
| Draw Down(%) | NA | 30.54 | 30.54 | 30.54 | 30.54 | NA | NA | … | … | 0.91 | 30.54 | 4.98 | 16.32 | 1.34 | 9.02 | 10.84 | 6.22 | 4.37 | 9.33 | 20.68 | 12.26 | 21.42 | 41.04 | 8.25 | 8.60 | 4.88 | 7.03 | 11.65 | 25.73 | 23.85 | 16.78 | 7.98 | 13.97 |
| Yield(%) | 0.00 | 5.06 | 4.05 | 3.97 | 3.02 | 3.42 | 2.61 | … | … | 0.00 | 4.98 | 6.68 | 1.88 | 2.04 | 1.15 | 1.70 | 1.54 | 1.35 | 1.57 | 1.00 | 1.81 | 1.99 | 1.70 | 16.14 | 4.63 | 1.91 | 0.56 | 0.36 | 0.21 | 0.00 | 2.68 | 1.68 | 1.66 |
Data as of 01/26/2021, Common starting date is 03/30/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCMAX (STERLING CAPITAL STRATEGIC ALLOCATION GROWTH FUND A CLASS) |
-16.27%
Mar 2000 – Mar 2003 |
-6.39%
Apr 1998 – Apr 2003 |
-3.70%
Feb 1999 – Feb 2009 |
1.42%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCMAX (STERLING CAPITAL STRATEGIC ALLOCATION GROWTH FUND A CLASS) |
18.90%
Feb 2009 – Feb 2012 |
15.56%
Feb 2009 – Feb 2014 |
10.19%
Feb 2009 – Feb 2019 |
6.88%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart