Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BICAX (STERLING CAPITAL TOTAL RETURN BOND FUND A CLASS) | -0.36% | 4.64% | 3.84% | -0.25% | 1.55% | 2.20% | 3.42% | … | … |
Data as of 06/03/2026, Common starting date is 11/30/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BICAX (STERLING CAPITAL TOTAL RETURN BOND FUND A CLASS) | 11/30/1999 | 06/03/2026 |
| 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 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.64 | 3.84 | -0.25 | 1.55 | 2.20 | 3.42 | … | … | -0.36 | 6.74 | 1.91 | 5.74 | -13.56 | -2.16 | 7.43 | 9.10 | -0.70 | 4.18 | 3.50 | 0.29 | 5.72 | -1.30 | 5.99 | 6.47 | 7.71 | 11.43 | 2.29 | 6.10 | 3.99 | 1.56 | 3.85 | 6.76 | 4.66 | -0.21 | 10.39 | -0.71 |
| Sharpe Ratio | NA | 0.61 | 0.21 | -0.47 | 0.00 | NA | NA | … | … | -0.60 | 0.88 | -0.32 | 0.29 | -2.15 | -0.62 | 1.30 | 2.10 | -0.73 | 1.28 | 1.04 | 0.08 | 2.41 | -0.41 | 2.41 | 1.63 | 1.72 | 2.35 | 0.21 | 0.77 | 0.18 | -0.22 | 0.63 | 1.10 | 0.67 | -0.46 | 1.32 | -3.70 |
| Standard Deviation(%) | NA | 3.96 | 5.40 | 5.77 | 4.86 | NA | NA | … | … | 4.35 | 4.39 | 5.41 | 7.27 | 6.98 | 3.52 | 5.52 | 3.63 | 2.86 | 2.77 | 3.16 | 3.42 | 2.37 | 3.28 | 2.48 | 3.95 | 4.42 | 4.83 | 6.14 | 3.86 | 3.28 | 3.17 | 4.56 | 5.48 | 5.26 | 5.95 | 4.66 | 3.15 |
| Draw Down(%) | NA | 3.10 | 6.39 | 19.27 | 19.83 | NA | NA | … | … | 3.10 | 2.77 | 3.88 | 7.53 | 17.35 | 3.35 | 8.73 | 2.27 | 3.04 | 1.33 | 3.86 | 2.57 | 1.21 | 5.11 | 1.28 | 1.75 | 3.78 | 2.55 | 6.64 | 2.68 | 2.23 | 2.50 | 5.29 | 6.35 | 4.26 | 6.51 | 3.96 | 1.59 |
| Yield(%) | 0.00 | 3.74 | 3.73 | 2.74 | 2.78 | 3.13 | 3.88 | … | … | 1.34 | 4.01 | 3.80 | 3.30 | 2.17 | 1.99 | 2.56 | 3.03 | 2.87 | 2.79 | 3.03 | 3.20 | 3.46 | 3.62 | 4.25 | 6.52 | 6.39 | 4.76 | 4.43 | 4.35 | 4.44 | 4.57 | 4.63 | 4.68 | 2.52 | 0.47 | 6.07 | 0.49 |
Data as of 06/03/2026, Common starting date is 11/30/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BICAX (STERLING CAPITAL TOTAL RETURN BOND FUND A CLASS) |
-6.06%
Oct 2020 – Oct 2023 |
-1.24%
Jul 2020 – Jul 2025 |
0.72%
Oct 2012 – Oct 2022 |
2.23%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BICAX (STERLING CAPITAL TOTAL RETURN BOND FUND A CLASS) |
10.45%
Oct 2008 – Oct 2011 |
7.48%
Jul 2007 – Jul 2012 |
6.05%
Jul 2002 – Jul 2012 |
5.15%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart