Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BCVCX (STERLING CAPITAL BEHAVIORAL LARGE CAP VALUE EQUITY FUND C CLASS) | 16.45% | 34.57% | 24.66% | 12.90% | 11.77% | 10.76% | 5.28% | … | … |
Data as of 06/04/2026, Common starting date is 02/27/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BCVCX (STERLING CAPITAL BEHAVIORAL LARGE CAP VALUE EQUITY FUND C CLASS) | 02/27/2001 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.30 | 34.57 | 24.66 | 12.90 | 11.77 | 10.76 | 5.28 | … | … | 16.45 | 22.26 | 19.75 | 11.35 | -6.42 | 29.88 | -2.56 | 19.04 | -11.22 | 17.61 | 9.58 | -3.07 | 14.97 | 25.85 | 13.40 | -4.79 | 10.48 | 17.67 | -38.28 | -21.97 | 0.89 | -2.01 | 10.70 | 21.73 | -20.94 | -1.54 |
| Sharpe Ratio | NA | 2.62 | 1.59 | 0.67 | 0.56 | NA | NA | … | … | 2.81 | 1.24 | 1.34 | 0.57 | -0.39 | 1.88 | -0.08 | 1.57 | -0.77 | 1.94 | 0.66 | -0.20 | 1.23 | 2.23 | 1.03 | -0.20 | 0.60 | 0.65 | -1.10 | -1.04 | -0.13 | -0.35 | 0.97 | 1.33 | -0.93 | -0.26 |
| Standard Deviation(%) | NA | 11.30 | 13.44 | 15.36 | 17.71 | NA | NA | … | … | 12.85 | 15.65 | 12.08 | 13.52 | 20.12 | 15.88 | 35.74 | 11.22 | 16.47 | 8.79 | 14.22 | 15.87 | 12.20 | 11.56 | 13.13 | 23.57 | 17.45 | 27.18 | 35.72 | 24.15 | 19.41 | 12.28 | 9.97 | 15.74 | 23.62 | 15.80 |
| Draw Down(%) | NA | 6.18 | 14.85 | 19.59 | 38.43 | NA | NA | … | … | 6.18 | 14.85 | 7.66 | 9.96 | 19.59 | 7.28 | 38.43 | 6.74 | 22.28 | 5.78 | 13.70 | 12.71 | 9.32 | 5.69 | 10.25 | 22.64 | 16.82 | 26.81 | 46.38 | 28.64 | 15.64 | 8.51 | 6.99 | 16.08 | 34.98 | 15.09 |
| Yield(%) | 0.00 | 0.48 | 1.01 | 0.86 | 2.82 | 2.99 | 1.36 | … | … | 0.12 | 0.63 | 1.24 | 1.00 | 1.01 | 0.00 | 2.35 | 5.14 | 8.88 | 2.28 | 1.11 | 0.76 | 0.46 | 0.34 | 0.32 | 0.32 | 0.29 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.28 |
Data as of 06/04/2026, Common starting date is 02/27/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCVCX (STERLING CAPITAL BEHAVIORAL LARGE CAP VALUE EQUITY FUND C CLASS) |
-27.90%
Feb 2006 – Feb 2009 |
-16.33%
Feb 2004 – Feb 2009 |
-5.26%
Sep 2001 – Sep 2011 |
-0.45%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCVCX (STERLING CAPITAL BEHAVIORAL LARGE CAP VALUE EQUITY FUND C CLASS) |
25.03%
May 2023 – May 2026 |
17.72%
Feb 2009 – Feb 2014 |
11.95%
Feb 2016 – Feb 2026 |
10.85%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart