Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BCMTX (STERLING CAPITAL STRATEGIC ALLOCATION GROWTH FUND INSTITUTIONAL CLASS) | NA | 6.13% | 2.56% | 8.49% | 6.32% | 4.98% | 4.01% | … | … |
Data as of 01/26/2021, Common starting date is 12/30/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BCMTX (STERLING CAPITAL STRATEGIC ALLOCATION GROWTH 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 | 6.13 | 2.56 | 8.49 | 6.32 | 4.98 | 4.01 | … | … | 2.19 | 1.47 | 17.92 | -8.39 | 17.87 | 5.95 | -0.66 | 7.59 | 16.29 | 12.59 | -5.41 | 15.03 | 23.38 | -31.53 | 2.41 | 13.50 | 5.71 | 10.25 | 21.62 | -18.42 | -10.78 | -1.65 | 14.15 | 13.43 | 0.35 |
| Sharpe Ratio | NA | 0.20 | 0.10 | 0.58 | 0.46 | NA | NA | … | … | 5.55 | 0.05 | 2.03 | -0.88 | 3.37 | 0.51 | -0.07 | 1.02 | 2.21 | 1.22 | -0.26 | 0.98 | 1.13 | -1.17 | -0.05 | 1.14 | 0.49 | 1.03 | 1.70 | -1.11 | -0.86 | -0.42 | 1.06 | 0.81 | NA |
| Standard Deviation(%) | NA | 23.71 | 15.83 | 13.29 | 12.88 | NA | NA | … | … | 7.34 | 23.72 | 8.14 | 11.04 | 5.13 | 11.16 | 10.43 | 7.44 | 7.37 | 10.33 | 20.81 | 15.27 | 20.64 | 27.62 | 12.53 | 9.02 | 7.29 | 9.05 | 12.31 | 17.54 | 15.41 | 13.59 | 10.33 | 12.52 | 0.00 |
| Draw Down(%) | NA | 30.46 | 30.46 | 30.46 | 30.46 | NA | NA | … | … | 0.90 | 30.46 | 4.89 | 16.12 | 1.29 | 9.09 | 10.75 | 6.24 | 4.36 | 9.20 | 20.65 | 12.29 | 21.38 | 40.87 | 8.15 | 8.50 | 4.81 | 6.94 | 11.65 | 25.48 | 23.58 | 10.51 | 7.75 | 13.89 | 0.00 |
| Yield(%) | 0.00 | 5.27 | 4.27 | 4.26 | 3.31 | 3.66 | 3.05 | … | … | 0.00 | 5.20 | 6.94 | 2.12 | 2.31 | 1.40 | 1.96 | 1.78 | 1.61 | 1.82 | 1.24 | 2.05 | 2.27 | 1.93 | 16.36 | 4.88 | 2.17 | 0.78 | 0.55 | 0.56 | 4.52 | 9.56 | 5.32 | 5.15 | 0.45 |
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 |
|---|---|---|---|---|
| BCMTX (STERLING CAPITAL STRATEGIC ALLOCATION GROWTH FUND INSTITUTIONAL CLASS) |
-12.95%
Feb 2006 – Feb 2009 |
-5.07%
Feb 2004 – Feb 2009 |
-2.00%
Feb 1999 – Feb 2009 |
2.50%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCMTX (STERLING CAPITAL STRATEGIC ALLOCATION GROWTH FUND INSTITUTIONAL CLASS) |
19.29%
Feb 2009 – Feb 2012 |
15.89%
Feb 2009 – Feb 2014 |
10.49%
Feb 2009 – Feb 2019 |
7.14%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart