Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BSCIX (STERLING CAPITAL SOUTH CAROLINA INTERMEDIATE TAX-FREE FUND INSTITUTIONAL CLASS) | 0.06% | 1.31% | 1.91% | 0.15% | 1.55% | 2.18% | 2.73% | 3.03% |
Data as of 06/26/2025, AR inception 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 | 06/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 0.10 | 1.31 | 1.91 | 0.15 | 1.55 | 2.18 | 2.73 | 3.03 | 0.06 | 0.40 | 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 | -0.63 | -0.44 | -0.73 | 0.04 | NA | NA | 0.53 | -0.74 | -2.49 | -0.11 | -2.50 | 0.38 | 0.62 | 2.53 | -0.37 | 1.46 | -0.25 | 1.52 | 3.30 | -0.66 | 2.19 | 4.10 | 1.30 | 3.31 | 0.37 | 0.40 | 0.18 | -0.30 | 0.54 | 1.01 | 2.77 | 0.99 | 2.47 | -4.39 | -1.06 | 2.61 |
| Standard Deviation(%) | NA | 3.52 | 3.00 | 2.63 | 3.04 | NA | NA | 2.77 | 4.28 | 2.49 | 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 | 3.37 | 5.01 | 9.71 | 9.71 | NA | NA | 9.71 | 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 | 2.56 | 2.39 | 2.03 | 2.14 | 2.42 | 2.86 | 3.04 | 0.92 | 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 06/26/2025, AR inception 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 |
0.09%
May 2020 - May 2025 |
1.11%
Oct 2012 - Oct 2022 |
2.14%
May 2010 - May 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