Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BKTAX (STERLING CAPITAL KENTUCKY INTERMEDIATE TAX-FREE FUND A CLASS) | NA | 3.75% | 3.87% | 2.53% | 3.11% | 3.46% | NA | … | … |
Data as of 01/26/2021, Common starting date is 02/25/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BKTAX (STERLING CAPITAL KENTUCKY INTERMEDIATE TAX-FREE FUND A 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 (%) | 1.01 | 3.75 | 3.87 | 2.53 | 3.11 | 3.46 | NA | … | … | 0.81 | 4.21 | 5.56 | 0.34 | 2.82 | -0.30 | 2.06 | 4.76 | -2.19 | 4.27 | 8.44 | 2.52 | 9.31 | 2.35 | 3.45 | 4.10 | 1.05 | 2.29 | 4.99 |
| Sharpe Ratio | NA | 0.54 | 0.69 | 0.50 | 0.93 | NA | NA | … | … | 3.32 | 0.58 | 2.51 | -0.73 | 1.12 | -0.22 | 1.14 | 2.82 | -0.79 | 2.08 | 4.08 | 1.07 | 2.96 | 0.31 | 0.14 | 0.31 | -0.57 | 0.42 | 1.43 |
| Standard Deviation(%) | NA | 6.87 | 4.17 | 3.50 | 2.89 | NA | NA | … | … | 4.09 | 6.80 | 1.63 | 1.43 | 1.93 | 2.37 | 1.78 | 1.68 | 2.83 | 2.05 | 2.06 | 2.27 | 3.11 | 4.47 | 2.19 | 2.23 | 2.14 | 3.15 | 3.63 |
| Draw Down(%) | NA | 10.09 | 10.09 | 10.09 | 10.09 | NA | NA | … | … | 0.28 | 10.09 | 1.63 | 2.08 | 2.07 | 4.77 | 2.38 | 1.29 | 5.82 | 1.98 | 1.91 | 3.69 | 2.82 | 6.94 | 1.90 | 1.52 | 2.43 | 5.34 | 4.45 |
| Yield(%) | 0.00 | 1.83 | 2.12 | 2.34 | 2.84 | 3.14 | 2.78 | … | … | 0.03 | 1.85 | 2.01 | 2.48 | 2.31 | 3.45 | 3.52 | 4.16 | 2.24 | 2.87 | 3.03 | 3.02 | 4.20 | 4.15 | 3.18 | 3.13 | 2.70 | 2.56 | 3.42 |
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 |
|---|---|---|---|---|
| BKTAX (STERLING CAPITAL KENTUCKY INTERMEDIATE TAX-FREE FUND A CLASS) |
0.45%
Oct 2015 – Oct 2018 |
0.76%
Apr 2013 – Apr 2018 |
2.53%
Aug 2010 – Aug 2020 |
2.92%
Sep 2003 – Sep 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKTAX (STERLING CAPITAL KENTUCKY INTERMEDIATE TAX-FREE FUND A CLASS) |
6.82%
Sep 2008 – Sep 2011 |
5.70%
Feb 2008 – Feb 2013 |
4.18%
Jun 2006 – Jun 2016 |
3.44%
Nov 2005 – Nov 2020 |
Annualized Rolling Returns Comparison Chart