Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BNCAX (STERLING CAPITAL NORTH CAROLINA INTERMEDIATE TAX-FREE FUND A CLASS) | 0.30% | 4.46% | 2.46% | 0.29% | 1.13% | 1.79% | 2.59% | … | … |
Data as of 06/03/2026, Common starting date is 10/16/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BNCAX (STERLING CAPITAL NORTH CAROLINA INTERMEDIATE TAX-FREE FUND A CLASS) | 10/16/1992 | 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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.30 | 4.46 | 2.46 | 0.29 | 1.13 | 1.79 | 2.59 | … | … | 0.30 | 4.06 | -0.05 | 3.62 | -6.09 | -0.48 | 4.15 | 5.64 | 0.47 | 3.02 | -0.66 | 2.40 | 5.18 | -2.44 | 4.08 | 8.41 | 2.87 | 8.91 | 2.17 | 3.96 | 4.01 | 1.43 | 2.13 | 3.18 | 8.68 | 4.65 | 9.27 | -5.72 | 0.39 | 2.17 | -1.07 | 6.44 | -6.41 | 3.63 | -0.70 |
| Sharpe Ratio | NA | 0.89 | -0.18 | -0.81 | -0.15 | NA | NA | … | … | -0.78 | 0.36 | -1.45 | -0.01 | -2.53 | -0.37 | 0.55 | 2.43 | -0.62 | 1.23 | -0.38 | 1.26 | 2.98 | -0.83 | 1.93 | 3.87 | 1.19 | 2.87 | 0.30 | 0.37 | 0.27 | -0.37 | 0.36 | 0.24 | 2.69 | 0.91 | 2.37 | -4.52 | -1.49 | -0.79 | -1.43 | 1.02 | -2.39 | 0.64 | -1.68 |
| Standard Deviation(%) | NA | 2.05 | 2.92 | 2.80 | 3.20 | NA | NA | … | … | 2.57 | 3.33 | 2.53 | 3.01 | 2.99 | 1.37 | 7.02 | 1.72 | 1.48 | 1.92 | 2.30 | 1.88 | 1.73 | 3.00 | 2.10 | 2.16 | 2.35 | 3.07 | 4.00 | 2.20 | 2.20 | 2.22 | 3.18 | 10.24 | 2.80 | 2.46 | 2.13 | 2.01 | 2.07 | 1.90 | 3.27 | 2.42 | 3.98 | 2.29 | 3.35 |
| Draw Down(%) | NA | 2.81 | 4.21 | 10.42 | 10.63 | NA | NA | … | … | 2.81 | 3.65 | 2.46 | 5.68 | 9.77 | 1.87 | 10.08 | 1.74 | 1.88 | 2.04 | 5.09 | 2.42 | 1.26 | 5.95 | 2.04 | 2.13 | 3.72 | 2.24 | 6.11 | 1.86 | 1.45 | 2.37 | 5.19 | 7.73 | 3.13 | 3.37 | 2.40 | 7.16 | 2.58 | 2.54 | 4.52 | 1.38 | 8.31 | 2.21 | 1.40 |
| Yield(%) | 0.00 | 2.32 | 2.29 | 1.87 | 1.91 | 2.21 | 2.70 | … | … | 0.79 | 2.50 | 2.28 | 2.07 | 1.56 | 1.31 | 1.55 | 2.08 | 2.21 | 2.16 | 2.40 | 2.73 | 2.43 | 2.21 | 3.07 | 3.37 | 3.54 | 3.83 | 4.31 | 3.78 | 3.54 | 4.12 | 3.21 | 3.49 | 3.58 | 4.41 | 4.15 | 0.34 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 10/16/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNCAX (STERLING CAPITAL NORTH CAROLINA INTERMEDIATE TAX-FREE FUND A CLASS) |
-2.85%
Oct 2020 – Oct 2023 |
-0.42%
Jul 2020 – Jul 2025 |
0.68%
Oct 2012 – Oct 2022 |
1.64%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNCAX (STERLING CAPITAL NORTH CAROLINA INTERMEDIATE TAX-FREE FUND A CLASS) |
8.25%
May 2000 – May 2003 |
5.76%
Jul 2007 – Jul 2012 |
4.98%
May 2000 – May 2010 |
4.54%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart