Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BOPRX (STERLING CAPITAL SPECIAL OPPORTUNITIES FUND CLASS R) | NA | 28.84% | 17.29% | 15.54% | 14.30% | NA | NA | … | … |
Data as of 11/16/2021, Common starting date is 02/02/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BOPRX (STERLING CAPITAL SPECIAL OPPORTUNITIES FUND CLASS R) | 02/02/2010 | 11/16/2021 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.40 | 28.84 | 17.29 | 15.54 | 14.30 | NA | NA | … | … | 23.43 | 12.86 | 28.52 | -5.08 | 19.04 | 4.82 | 7.59 | 15.28 | 26.69 | 15.07 | -4.21 | 14.08 |
| Sharpe Ratio | NA | 2.27 | 0.71 | 0.74 | 0.82 | NA | NA | … | … | 2.09 | 0.36 | 1.92 | -0.36 | 2.25 | 0.32 | 0.51 | 1.33 | 2.41 | 1.13 | -0.18 | 0.97 |
| Standard Deviation(%) | NA | 12.68 | 23.61 | 19.92 | 17.05 | NA | NA | … | … | 12.98 | 35.21 | 14.12 | 17.75 | 8.20 | 14.57 | 14.84 | 11.44 | 11.05 | 13.45 | 23.96 | 15.82 |
| Draw Down(%) | NA | 6.75 | 38.81 | 38.81 | 38.81 | NA | NA | … | … | 6.75 | 38.81 | 7.60 | 19.83 | 3.80 | 10.16 | 10.55 | 9.30 | 5.17 | 12.43 | 21.23 | 13.32 |
| Yield(%) | 0.00 | 1.21 | 4.81 | 5.59 | 8.24 | 6.06 | 4.54 | … | … | 0.00 | 1.30 | 6.91 | 8.13 | 8.78 | 1.96 | 14.51 | 5.77 | 12.15 | 5.54 | 1.71 | 0.62 |
Data as of 11/16/2021, Common starting date is 02/02/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BOPRX (STERLING CAPITAL SPECIAL OPPORTUNITIES FUND CLASS R) |
-0.78%
Mar 2017 – Mar 2020 |
2.74%
Mar 2015 – Mar 2020 |
7.45%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BOPRX (STERLING CAPITAL SPECIAL OPPORTUNITIES FUND CLASS R) |
22.01%
Sep 2011 – Sep 2014 |
16.05%
Aug 2016 – Aug 2021 |
14.95%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart