Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BOPBX (STERLING CAPITAL SPECIAL OPPORTUNITIES FUND B CLASS) | NA | 10.71% | 8.25% | 13.98% | 7.17% | NA | NA | … | … |
Data as of 05/26/2017, Common starting date is 06/03/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BOPBX (STERLING CAPITAL SPECIAL OPPORTUNITIES FUND B CLASS) | 06/03/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.52 | 10.71 | 8.25 | 13.98 | 7.17 | NA | NA | … | … | 8.22 | 2.10 | -9.45 | 8.11 | 11.85 | 8.32 | -6.61 | 11.76 | 37.11 | -36.98 | 8.32 | 9.38 | -2.19 | 25.41 | 16.62 |
| Sharpe Ratio | NA | -2.31 | -1.37 | -0.99 | -0.83 | NA | NA | … | … | 1.22 | -2.20 | -1.21 | -0.77 | -0.39 | -0.72 | -1.04 | -0.43 | 0.72 | -1.24 | -0.94 | -0.89 | -2.07 | 0.57 | 0.46 |
| Standard Deviation(%) | NA | 11.16 | 17.34 | 16.69 | 22.77 | NA | NA | … | … | 8.26 | 14.49 | 23.21 | 13.56 | 17.15 | 14.27 | 24.20 | 15.74 | 25.79 | 45.28 | 14.65 | 14.68 | 11.21 | 10.27 | 10.90 |
| Draw Down(%) | NA | 8.14 | 26.49 | 26.49 | 53.06 | NA | NA | … | … | 3.32 | 10.22 | 19.39 | 10.29 | 13.13 | 12.55 | 21.39 | 13.29 | 19.97 | 51.86 | 10.56 | 10.63 | 7.81 | 6.63 | 3.84 |
| Yield(%) | 0.00 | 2.22 | 8.11 | 10.25 | 5.70 | 8.37 | 6.28 | … | … | 0.00 | 2.30 | 16.56 | 6.51 | 13.46 | 6.07 | 1.86 | 0.66 | 0.00 | 3.96 | 4.79 | 11.10 | 5.48 | 1.05 | 0.78 |
Data as of 05/26/2017, Common starting date is 06/03/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BOPBX (STERLING CAPITAL SPECIAL OPPORTUNITIES FUND B CLASS) |
-5.61%
Feb 2006 – Feb 2009 |
0.17%
May 2007 – May 2012 |
7.29%
Nov 2006 – Nov 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BOPBX (STERLING CAPITAL SPECIAL OPPORTUNITIES FUND B CLASS) |
21.39%
Sep 2011 – Sep 2014 |
19.04%
Feb 2009 – Feb 2014 |
10.52%
Aug 2004 – Aug 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart