Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BCMBX (STERLING CAPITAL STRATEGIC ALLOCATION GROWTH FUND B CLASS) | NA | 10.41% | 3.51% | 7.86% | 2.39% | 3.74% | NA | … | … |
Data as of 05/26/2017, Common starting date is 03/30/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BCMBX (STERLING CAPITAL STRATEGIC ALLOCATION GROWTH FUND B CLASS) | 03/30/1999 | 05/26/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.41 | 3.51 | 7.86 | 2.39 | 3.74 | NA | … | … | 6.14 | 4.87 | -1.58 | 6.57 | 15.03 | 11.44 | -6.39 | 13.80 | 22.14 | -32.22 | 1.44 | 12.41 | 4.56 | 9.26 | 20.59 | -19.22 | -15.71 | -9.23 | 11.45 |
| Sharpe Ratio | NA | 1.15 | 0.36 | 0.86 | 0.13 | NA | NA | … | … | 2.80 | 0.42 | -0.15 | 0.88 | 2.04 | 1.12 | -0.31 | 0.89 | 1.06 | -1.20 | -0.13 | 1.02 | 0.32 | 0.91 | 1.64 | -1.16 | -1.19 | -0.84 | 1.21 |
| Standard Deviation(%) | NA | 8.80 | 9.64 | 9.19 | 15.65 | NA | NA | … | … | 5.57 | 11.19 | 10.44 | 7.44 | 7.34 | 10.29 | 20.78 | 15.36 | 20.78 | 27.56 | 12.54 | 8.99 | 7.36 | 9.10 | 12.14 | 17.50 | 15.41 | 15.79 | 9.97 |
| Draw Down(%) | NA | 6.48 | 16.15 | 16.15 | 48.98 | NA | NA | … | … | 1.39 | 9.16 | 11.13 | 6.28 | 4.49 | 9.44 | 21.00 | 12.47 | 21.55 | 41.42 | 8.31 | 8.67 | 5.02 | 7.38 | 11.78 | 25.91 | 24.11 | 16.96 | 7.96 |
| Yield(%) | 0.00 | 0.49 | 0.74 | 0.88 | 2.05 | 2.18 | 1.49 | … | … | 0.00 | 0.51 | 1.20 | 0.71 | 0.51 | 0.81 | 0.42 | 1.05 | 1.20 | 1.08 | 15.72 | 3.93 | 1.20 | 0.04 | 0.07 | 0.00 | 0.00 | 2.11 | 1.64 |
Data as of 05/26/2017, Common starting date is 03/30/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCMBX (STERLING CAPITAL STRATEGIC ALLOCATION GROWTH FUND B CLASS) |
-16.78%
Mar 2000 – Mar 2003 |
-6.01%
Feb 2004 – Feb 2009 |
-3.61%
Apr 1999 – Apr 2009 |
0.69%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCMBX (STERLING CAPITAL STRATEGIC ALLOCATION GROWTH FUND B CLASS) |
18.07%
Feb 2009 – Feb 2012 |
14.72%
Feb 2009 – Feb 2014 |
5.41%
Mar 2003 – Mar 2013 |
3.71%
Apr 2002 – Apr 2017 |
Annualized Rolling Returns Comparison Chart