Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BMAIX (STERLING CAPITAL MARYLAND INTERMEDIATE TAX-FREE FUND INSTITUTIONAL CLASS) | NA | 4.21% | 4.10% | 2.74% | 3.26% | 3.79% | NA | … | … |
Data as of 01/26/2021, Common starting date is 02/25/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BMAIX (STERLING CAPITAL MARYLAND 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 (%) | 1.39 | 4.21 | 4.10 | 2.74 | 3.26 | 3.79 | NA | … | … | -0.18 | 4.20 | 2.92 | -2.75 | 0.65 | -3.04 | -0.36 | 2.47 | -3.95 | 0.53 | 4.52 | -0.46 | 7.50 | -1.36 | 1.28 | 1.10 | -1.28 | -0.10 | 1.50 |
| Sharpe Ratio | NA | 0.41 | 0.64 | 0.49 | 0.95 | NA | NA | … | … | -5.83 | 0.57 | -12.60 | -13.28 | -10.77 | -17.21 | -10.96 | -9.69 | -8.51 | -7.50 | -7.35 | -9.12 | -3.61 | -4.80 | -10.14 | -10.38 | -10.98 | -6.13 | -7.23 |
| Standard Deviation(%) | NA | 6.88 | 4.18 | 3.49 | 2.86 | NA | NA | … | … | 0.49 | 6.89 | 1.61 | 1.83 | 1.73 | 2.15 | 1.72 | 1.66 | 2.64 | 2.42 | 1.91 | 2.09 | 3.08 | 4.34 | 2.05 | 2.06 | 2.03 | 3.21 | 2.91 |
| Draw Down(%) | NA | 9.97 | 9.97 | 9.97 | 9.97 | NA | NA | … | … | 0.18 | 9.97 | 1.89 | 3.30 | 2.78 | 5.77 | 2.90 | 1.76 | 6.02 | 2.99 | 2.12 | 4.42 | 2.26 | 8.23 | 2.55 | 2.38 | 2.94 | 5.77 | 4.73 |
| Yield(%) | 0.00 | 3.11 | 3.05 | 2.83 | 2.95 | 3.25 | 2.81 | … | … | 0.04 | 3.15 | 2.68 | 3.34 | 2.78 | 2.70 | 2.73 | 2.58 | 1.85 | 3.56 | 3.51 | 2.90 | 3.18 | 4.07 | 3.31 | 3.16 | 2.87 | 2.45 | 1.99 |
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 |
|---|---|---|---|---|
| BMAIX (STERLING CAPITAL MARYLAND INTERMEDIATE TAX-FREE FUND INSTITUTIONAL CLASS) |
0.75%
Oct 2015 – Oct 2018 |
1.09%
Apr 2013 – Apr 2018 |
2.67%
Aug 2010 – Aug 2020 |
3.24%
Feb 2004 – Feb 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMAIX (STERLING CAPITAL MARYLAND INTERMEDIATE TAX-FREE FUND INSTITUTIONAL CLASS) |
7.34%
Aug 2007 – Aug 2010 |
6.16%
Jul 2007 – Jul 2012 |
4.55%
Jun 2006 – Jun 2016 |
3.74%
Nov 2005 – Nov 2020 |
Annualized Rolling Returns Comparison Chart