Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
BUSRX (STERLING CAPITAL ULTRA SHORT BOND FUND A CLASS) 0.64% 4.60% 5.21% 3.34% 2.48% NA NA
Data as of 03/16/2026, Common starting date is 12/03/2012
More Performance Analytics Comparison
Name Start Date End Date
BUSRX (STERLING CAPITAL ULTRA SHORT BOND FUND A CLASS) 12/03/2012 03/16/2026
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
Annualized Return (%) 0.00 4.60 5.21 3.34 2.48 NA NA 0.64 1.86 5.22 5.60 0.28 -0.03 2.01 2.90 1.40 1.15 0.96 0.19 -0.32 -0.20 -0.10
Sharpe Ratio NA -2.27 0.57 0.20 0.51 NA NA -4.45 -1.11 -1.03 1.04 -1.13 -0.08 1.12 1.61 0.14 0.80 1.05 0.23 -0.63 -0.58 -3.72
Standard Deviation(%) NA 0.74 1.19 1.09 1.03 NA NA 0.56 0.91 1.33 1.32 0.98 0.69 1.58 0.93 0.63 0.65 0.72 0.71 0.53 0.40 0.36
Draw Down(%) NA 0.30 0.30 1.51 3.26 NA NA 0.10 0.30 0.10 0.21 1.23 0.36 3.26 0.10 0.20 0.10 0.10 0.23 0.49 0.30 0.10
Yield(%) 0.00 4.09 4.28 3.10 2.37 1.66 1.24 0.63 4.13 4.44 4.03 1.59 0.98 1.49 2.36 1.80 1.35 1.36 1.10 0.18 0.00 0.00
Data as of 03/16/2026, Common starting date is 12/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BUSRX (STERLING CAPITAL ULTRA SHORT BOND FUND A CLASS) -0.07%
Jan 2013 – Jan 2016
0.32%
Jan 2013 – Jan 2018
0.89%
Jan 2013 – Jan 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BUSRX (STERLING CAPITAL ULTRA SHORT BOND FUND A CLASS) 5.39%
Nov 2022 – Nov 2025
3.32%
Feb 2021 – Feb 2026
2.48%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return