Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BVATX (STERLING CAPITAL VIRGINIA INTERMEDIATE TAX-FREE FUND INSTITUTIONAL CLASS) | 0.49% | 4.59% | 2.52% | 0.43% | 1.30% | 1.90% | 2.74% | … | … |
Data as of 06/03/2026, Common starting date is 05/27/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BVATX (STERLING CAPITAL VIRGINIA INTERMEDIATE TAX-FREE FUND INSTITUTIONAL CLASS) | 05/27/1999 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.45 | 4.59 | 2.52 | 0.43 | 1.30 | 1.90 | 2.74 | … | … | 0.49 | 3.86 | 0.10 | 3.81 | -5.59 | -0.69 | 4.03 | 6.13 | 0.79 | 3.28 | -0.50 | 2.40 | 5.22 | -2.23 | 3.86 | 8.18 | 2.39 | 7.78 | 4.73 | 4.35 | 3.78 | 1.53 | 2.29 | 3.54 | 6.61 | 0.71 | 5.33 | -3.72 |
| Sharpe Ratio | NA | 0.94 | -0.16 | -0.77 | -0.10 | NA | NA | … | … | -0.72 | 0.30 | -1.37 | 0.05 | -2.34 | -0.51 | 0.54 | 2.75 | -0.40 | 1.30 | -0.30 | 1.25 | 2.94 | -0.74 | 1.73 | 3.85 | 1.00 | 2.57 | 0.91 | 0.54 | 0.17 | -0.32 | 0.41 | 0.93 | 1.96 | -0.78 | 0.56 | -3.86 |
| Standard Deviation(%) | NA | 1.99 | 2.89 | 2.77 | 3.19 | NA | NA | … | … | 2.44 | 3.26 | 2.57 | 3.00 | 3.01 | 1.40 | 6.94 | 1.70 | 1.48 | 2.03 | 2.41 | 1.89 | 1.77 | 3.05 | 2.22 | 2.12 | 2.30 | 2.99 | 4.10 | 2.25 | 2.16 | 2.25 | 3.23 | 3.04 | 2.79 | 2.28 | 1.97 | 2.49 |
| Draw Down(%) | NA | 2.57 | 4.25 | 10.06 | 10.24 | NA | NA | … | … | 2.57 | 3.58 | 2.42 | 5.62 | 9.28 | 1.88 | 10.24 | 1.65 | 1.94 | 2.08 | 5.02 | 2.44 | 1.37 | 6.06 | 2.15 | 1.99 | 3.74 | 2.50 | 5.89 | 1.82 | 1.44 | 2.28 | 5.11 | 4.61 | 3.09 | 3.76 | 3.22 | 4.33 |
| Yield(%) | 0.00 | 2.43 | 2.39 | 1.97 | 2.06 | 2.35 | 2.87 | … | … | 0.84 | 2.61 | 2.40 | 2.11 | 1.68 | 1.52 | 1.83 | 2.18 | 2.21 | 2.23 | 2.97 | 2.70 | 2.89 | 2.18 | 3.27 | 3.51 | 3.34 | 4.28 | 4.32 | 4.07 | 3.95 | 4.15 | 3.59 | 3.98 | 1.65 | 0.00 | 0.00 | 0.86 |
Data as of 06/03/2026, Common starting date is 05/27/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BVATX (STERLING CAPITAL VIRGINIA INTERMEDIATE TAX-FREE FUND INSTITUTIONAL CLASS) |
-2.78%
Oct 2020 – Oct 2023 |
-0.39%
Jul 2020 – Jul 2025 |
0.87%
Oct 2012 – Oct 2022 |
1.73%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BVATX (STERLING CAPITAL VIRGINIA INTERMEDIATE TAX-FREE FUND INSTITUTIONAL CLASS) |
7.16%
Aug 2007 – Aug 2010 |
5.94%
Jul 2007 – Jul 2012 |
4.57%
Mar 2002 – Mar 2012 |
4.03%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart