Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BKITX (STERLING CAPITAL KENTUCKY INTERMEDIATE TAX-FREE FUND INSTITUTIONAL CLASS) | NA | 4.21% | 4.23% | 2.83% | 3.39% | 3.74% | NA | … | … |
Data as of 01/26/2021, Common starting date is 02/25/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BKITX (STERLING CAPITAL KENTUCKY INTERMEDIATE TAX-FREE FUND INSTITUTIONAL CLASS) | 02/25/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.21 | 4.21 | 4.23 | 2.83 | 3.39 | 3.74 | NA | … | … | -0.28 | 4.46 | 3.63 | -2.17 | 0.50 | -3.72 | -1.59 | 0.57 | -4.33 | 1.37 | 5.20 | -0.38 | 4.93 | -1.88 | 0.30 | 0.80 | -1.57 | -0.39 | 1.39 |
| Sharpe Ratio | NA | 0.43 | 0.69 | 0.52 | 1.00 | NA | NA | … | … | -5.41 | 0.63 | -12.53 | -16.25 | -11.06 | -16.61 | -10.13 | -8.06 | -8.37 | -8.23 | -7.05 | -8.57 | -3.79 | -4.74 | -10.77 | -11.22 | -11.00 | -6.46 | -6.81 |
| Standard Deviation(%) | NA | 6.73 | 4.10 | 3.45 | 2.87 | NA | NA | … | … | 0.82 | 6.73 | 1.57 | 1.46 | 1.70 | 2.27 | 1.99 | 2.23 | 2.73 | 2.11 | 1.89 | 2.21 | 3.61 | 4.51 | 2.03 | 1.93 | 2.05 | 3.10 | 3.11 |
| Draw Down(%) | NA | 10.10 | 10.10 | 10.10 | 10.10 | NA | NA | … | … | 0.28 | 10.10 | 1.73 | 3.25 | 2.51 | 6.25 | 3.06 | 3.01 | 6.18 | 2.21 | 2.03 | 4.87 | 3.17 | 8.19 | 2.86 | 2.38 | 3.22 | 5.74 | 4.80 |
| Yield(%) | 0.00 | 2.07 | 2.37 | 2.58 | 3.10 | 3.40 | 2.93 | … | … | 0.03 | 2.09 | 2.26 | 2.73 | 2.56 | 3.70 | 3.78 | 4.43 | 2.47 | 3.15 | 3.27 | 3.24 | 4.53 | 4.39 | 3.44 | 3.38 | 2.95 | 2.69 | 2.13 |
Data as of 01/26/2021, Common starting date is 02/25/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKITX (STERLING CAPITAL KENTUCKY INTERMEDIATE TAX-FREE FUND INSTITUTIONAL CLASS) |
0.73%
Oct 2015 – Oct 2018 |
1.01%
Apr 2013 – Apr 2018 |
2.78%
Aug 2010 – Aug 2020 |
3.17%
May 2003 – May 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKITX (STERLING CAPITAL KENTUCKY INTERMEDIATE TAX-FREE FUND INSTITUTIONAL CLASS) |
7.09%
Sep 2008 – Sep 2011 |
5.97%
Feb 2008 – Feb 2013 |
4.46%
Jun 2006 – Jun 2016 |
3.70%
Nov 2005 – Nov 2020 |
Annualized Rolling Returns Comparison Chart