Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BCMCX (STERLING CAPITAL STRATEGIC ALLOCATION BALANCED FUND C CLASS) | NA | 5.15% | 2.15% | 6.69% | 4.84% | 4.04% | NA | … | … |
Data as of 01/26/2021, Common starting date is 03/29/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BCMCX (STERLING CAPITAL STRATEGIC ALLOCATION BALANCED 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 (%) | -0.08 | 5.15 | 2.15 | 6.69 | 4.84 | 4.04 | NA | … | … | 1.54 | 1.73 | 15.13 | -7.94 | 14.04 | 4.51 | -1.39 | 6.30 | 11.28 | 10.22 | -4.26 | 12.89 | 20.82 | -26.44 | 2.04 | 10.75 | 3.79 | 7.84 | 17.14 | -14.50 | -2.73 |
| Sharpe Ratio | NA | 0.21 | 0.10 | 0.57 | 0.44 | NA | NA | … | … | 4.75 | 0.08 | 2.17 | -1.07 | 3.28 | 0.48 | -0.17 | 1.08 | 1.88 | 1.27 | -0.26 | 1.05 | 1.24 | -1.25 | -0.10 | 0.98 | 0.27 | 0.92 | 1.66 | -1.14 | -0.48 |
| Standard Deviation(%) | NA | 18.75 | 12.49 | 10.51 | 10.13 | NA | NA | … | … | 5.71 | 18.76 | 6.31 | 8.69 | 4.11 | 8.90 | 8.13 | 5.80 | 5.99 | 8.06 | 16.25 | 12.25 | 16.66 | 21.78 | 9.97 | 7.62 | 5.97 | 7.47 | 9.88 | 13.70 | 11.77 |
| Draw Down(%) | NA | 25.85 | 25.85 | 25.85 | 25.85 | NA | NA | … | … | 0.75 | 25.85 | 3.60 | 14.01 | 1.05 | 7.17 | 8.93 | 4.93 | 4.33 | 7.28 | 17.07 | 9.98 | 17.48 | 34.81 | 6.38 | 7.02 | 3.98 | 6.35 | 9.20 | 20.21 | 15.45 |
| Yield(%) | 0.00 | 4.17 | 3.32 | 3.01 | 2.24 | 2.83 | 2.44 | … | … | 0.00 | 4.13 | 5.34 | 1.41 | 1.43 | 0.78 | 1.29 | 1.17 | 1.05 | 1.14 | 0.91 | 1.84 | 1.80 | 1.54 | 13.65 | 3.93 | 1.46 | 0.24 | 0.98 | 0.29 | 0.33 |
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 |
|---|---|---|---|---|
| BCMCX (STERLING CAPITAL STRATEGIC ALLOCATION BALANCED FUND C CLASS) |
-10.50%
Feb 2006 – Feb 2009 |
-4.31%
Feb 2004 – Feb 2009 |
1.53%
Sep 2001 – Sep 2011 |
2.58%
Apr 2001 – Apr 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCMCX (STERLING CAPITAL STRATEGIC ALLOCATION BALANCED FUND C CLASS) |
16.42%
Feb 2009 – Feb 2012 |
13.01%
Feb 2009 – Feb 2014 |
8.29%
Feb 2009 – Feb 2019 |
5.68%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart