Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BICBX (STERLING CAPITAL TOTAL RETURN BOND FUND B CLASS) | NA | 0.36% | 1.49% | 1.83% | 4.06% | 4.01% | NA | … | … |
Data as of 05/26/2017, Common starting date is 12/30/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BICBX (STERLING CAPITAL TOTAL RETURN BOND FUND B CLASS) | 12/30/1999 | 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 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.90 | 0.36 | 1.49 | 1.83 | 4.06 | 4.01 | NA | … | … | 0.77 | 2.81 | -0.45 | 4.97 | -2.03 | 5.20 | 5.58 | 7.14 | 10.60 | 1.50 | 5.01 | 3.27 | 0.80 | 3.02 | 6.00 | 4.80 | -0.17 | 9.60 | 0.14 |
| Sharpe Ratio | NA | 0.01 | 0.45 | 0.58 | 0.95 | NA | NA | … | … | 0.44 | 0.84 | -0.14 | 2.13 | -0.63 | 2.14 | 1.45 | 1.62 | 2.20 | 0.09 | 0.53 | -0.01 | -0.46 | 0.46 | 0.98 | 0.70 | -0.42 | 1.20 | NA |
| Standard Deviation(%) | NA | 3.25 | 3.08 | 2.99 | 3.90 | NA | NA | … | … | 3.33 | 3.10 | 3.39 | 2.32 | 3.25 | 2.42 | 3.83 | 4.36 | 4.77 | 6.09 | 3.79 | 3.14 | 3.00 | 4.51 | 5.43 | 5.31 | 5.98 | 4.62 | 0.00 |
| Draw Down(%) | NA | 4.03 | 4.03 | 5.28 | 6.70 | NA | NA | … | … | 1.44 | 4.03 | 2.89 | 1.21 | 5.28 | 1.27 | 1.81 | 3.82 | 2.66 | 6.70 | 2.90 | 2.56 | 2.56 | 5.39 | 6.46 | 4.26 | 6.51 | 4.01 | 0.00 |
| Yield(%) | 0.00 | 2.11 | 2.35 | 2.66 | 3.79 | 3.83 | 3.22 | … | … | 0.73 | 2.25 | 2.46 | 2.73 | 2.89 | 3.48 | 5.74 | 5.73 | 3.97 | 3.65 | 3.31 | 3.65 | 3.81 | 3.90 | 3.92 | 2.55 | 0.41 | 5.41 | 0.44 |
Data as of 05/26/2017, Common starting date is 12/30/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BICBX (STERLING CAPITAL TOTAL RETURN BOND FUND B CLASS) |
0.63%
May 2003 – May 2006 |
1.77%
Oct 2003 – Oct 2008 |
3.82%
Jun 2003 – Jun 2013 |
3.58%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BICBX (STERLING CAPITAL TOTAL RETURN BOND FUND B CLASS) |
9.71%
Oct 2008 – Oct 2011 |
6.72%
Jul 2007 – Jul 2012 |
5.30%
Jul 2002 – Jul 2012 |
4.48%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart