Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BEIBX (STERLING CAPITAL EQUITY INCOME FUND B CLASS) | NA | -21.91% | -7.59% | 1.07% | 1.80% | NA | NA | … | … |
Data as of 05/26/2017, Common starting date is 08/25/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BEIBX (STERLING CAPITAL EQUITY INCOME FUND B CLASS) | 08/25/2004 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -31.01 | -21.91 | -7.59 | 1.07 | 1.80 | NA | NA | … | … | 4.41 | 14.19 | -4.29 | 3.15 | 22.84 | 9.10 | 6.95 | 15.17 | 21.98 | -26.41 | 8.80 | 20.95 | 9.53 | 12.62 |
| Sharpe Ratio | NA | 1.38 | 0.39 | 0.80 | 0.32 | NA | NA | … | … | 1.49 | 1.05 | -0.30 | 0.32 | 2.54 | 0.97 | 0.40 | 1.16 | 1.02 | -0.78 | 0.42 | 1.90 | 0.79 | 4.45 |
| Standard Deviation(%) | NA | 10.11 | 12.42 | 11.34 | 17.30 | NA | NA | … | … | 7.30 | 13.25 | 14.31 | 9.80 | 8.99 | 9.39 | 17.10 | 12.95 | 21.52 | 35.05 | 13.78 | 9.33 | 9.37 | 8.69 |
| Draw Down(%) | NA | 5.69 | 16.52 | 16.52 | 44.46 | NA | NA | … | … | 3.44 | 7.97 | 13.27 | 8.89 | 4.86 | 7.24 | 13.27 | 10.87 | 23.88 | 40.79 | 7.61 | 5.36 | 5.82 | 3.79 |
| Yield(%) | 0.00 | 0.76 | 3.64 | 4.10 | 3.01 | 3.87 | 2.90 | … | … | 0.11 | 0.97 | 6.82 | 3.77 | 4.51 | 1.74 | 0.68 | 0.80 | 1.34 | 1.70 | 6.21 | 7.22 | 3.73 | 0.00 |
Data as of 05/26/2017, Common starting date is 08/25/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEIBX (STERLING CAPITAL EQUITY INCOME FUND B CLASS) |
-7.36%
Feb 2006 – Feb 2009 |
2.01%
May 2007 – May 2012 |
5.88%
Apr 2007 – Apr 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEIBX (STERLING CAPITAL EQUITY INCOME FUND B CLASS) |
22.62%
Feb 2009 – Feb 2012 |
18.13%
Feb 2009 – Feb 2014 |
9.12%
Sep 2004 – Sep 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart