Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BSCIX (STERLING CAPITAL SOUTH CAROLINA INTERMEDIATE TAX-FREE FUND INSTITUTIONAL CLASS) | 0.54% | 4.69% | 2.83% | 0.63% | 1.50% | 2.20% | 2.92% | … | … |
Data as of 06/04/2026, Common starting date is 10/07/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BSCIX (STERLING CAPITAL SOUTH CAROLINA INTERMEDIATE TAX-FREE FUND INSTITUTIONAL CLASS) | 10/07/1997 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.29 | 4.69 | 2.83 | 0.63 | 1.50 | 2.20 | 2.92 | … | … | 0.54 | 4.13 | 0.64 | 3.94 | -5.99 | 0.57 | 4.33 | 5.72 | 0.77 | 3.40 | -0.37 | 2.70 | 5.58 | -1.89 | 4.88 | 8.47 | 3.08 | 9.44 | 2.58 | 3.81 | 3.67 | 1.50 | 2.70 | 3.77 | 9.27 | 4.84 | 9.49 | -6.02 | 0.69 | 2.00 |
| Sharpe Ratio | NA | 1.07 | -0.07 | -0.70 | -0.05 | NA | NA | … | … | -0.71 | 0.40 | -1.19 | 0.10 | -2.51 | 0.38 | 0.62 | 2.49 | -0.42 | 1.44 | -0.26 | 1.52 | 3.29 | -0.66 | 2.19 | 4.10 | 1.30 | 3.30 | 0.36 | 0.32 | 0.12 | -0.34 | 0.52 | 1.01 | 2.75 | 0.94 | 2.41 | -4.46 | -1.12 | 2.49 |
| Standard Deviation(%) | NA | 1.95 | 2.79 | 2.70 | 3.05 | NA | NA | … | … | 2.35 | 3.13 | 2.51 | 2.87 | 2.96 | 1.44 | 6.55 | 1.71 | 1.45 | 1.90 | 2.28 | 1.75 | 1.69 | 2.91 | 2.22 | 2.06 | 2.31 | 2.83 | 4.39 | 2.05 | 2.16 | 2.23 | 3.28 | 3.03 | 2.95 | 2.58 | 2.19 | 2.10 | 2.49 | 2.06 |
| Draw Down(%) | NA | 2.45 | 3.82 | 9.71 | 9.71 | NA | NA | … | … | 2.45 | 3.31 | 2.01 | 4.92 | 9.34 | 1.91 | 9.64 | 1.68 | 1.85 | 2.00 | 4.85 | 2.15 | 1.24 | 5.69 | 2.14 | 1.89 | 3.59 | 2.36 | 6.91 | 1.65 | 1.47 | 2.35 | 5.12 | 4.27 | 3.05 | 3.41 | 2.44 | 7.44 | 3.00 | 0.50 |
| Yield(%) | 0.00 | 2.60 | 2.63 | 2.18 | 2.11 | 2.37 | 2.86 | … | … | 0.91 | 2.79 | 2.70 | 2.33 | 1.87 | 1.69 | 1.96 | 2.16 | 2.11 | 2.09 | 2.02 | 2.48 | 2.46 | 2.15 | 3.12 | 3.38 | 3.00 | 3.46 | 5.23 | 4.51 | 3.78 | 5.12 | 3.95 | 3.43 | 3.62 | 3.90 | 4.18 | 0.31 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/07/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSCIX (STERLING CAPITAL SOUTH CAROLINA INTERMEDIATE TAX-FREE FUND INSTITUTIONAL CLASS) |
-2.22%
Oct 2020 – Oct 2023 |
0.04%
Jul 2020 – Jul 2025 |
1.11%
Oct 2012 – Oct 2022 |
2.01%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSCIX (STERLING CAPITAL SOUTH CAROLINA INTERMEDIATE TAX-FREE FUND INSTITUTIONAL CLASS) |
8.70%
May 2000 – May 2003 |
6.17%
Jan 2000 – Jan 2005 |
5.25%
May 2000 – May 2010 |
4.87%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart