Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BWVCX (STERLING CAPITAL WEST VIRGINIA INTERMEDIATE TAX-FREE FUND C SHARES) | 0.45% | 4.40% | 2.28% | 0.05% | 0.72% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BWVCX (STERLING CAPITAL WEST VIRGINIA INTERMEDIATE TAX-FREE FUND C SHARES) | 02/06/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.42 | 4.40 | 2.28 | 0.05 | 0.72 | NA | NA | … | … | 0.45 | 3.57 | 0.07 | 3.72 | -6.83 | -0.60 | 3.28 | 4.80 | -0.34 | 2.41 | -0.86 | 1.71 | 4.37 | -3.21 | 2.44 |
| Sharpe Ratio | NA | 0.86 | -0.27 | -0.97 | -0.30 | NA | NA | … | … | -0.77 | 0.23 | -1.44 | 0.02 | -2.98 | -0.45 | 0.45 | 2.17 | -1.28 | 0.95 | -0.52 | 1.01 | 2.56 | -1.15 | 1.43 |
| Standard Deviation(%) | NA | 1.85 | 2.70 | 2.58 | 3.02 | NA | NA | … | … | 2.16 | 3.02 | 2.46 | 2.78 | 2.78 | 1.38 | 6.74 | 1.53 | 1.35 | 1.87 | 2.07 | 1.66 | 1.70 | 2.82 | 1.86 |
| Draw Down(%) | NA | 2.38 | 3.80 | 10.50 | 10.50 | NA | NA | … | … | 2.38 | 3.10 | 2.16 | 4.62 | 9.59 | 1.83 | 9.70 | 1.57 | 2.09 | 2.14 | 4.89 | 2.37 | 1.35 | 6.11 | 1.78 |
| Yield(%) | 0.00 | 1.90 | 1.90 | 1.42 | 1.38 | 1.43 | 1.07 | … | … | 0.66 | 2.03 | 1.94 | 1.65 | 0.92 | 0.75 | 0.99 | 1.51 | 1.45 | 1.50 | 1.64 | 1.89 | 1.62 | 1.34 | 2.53 |
Data as of 06/03/2026, Common starting date is 02/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BWVCX (STERLING CAPITAL WEST VIRGINIA INTERMEDIATE TAX-FREE FUND C SHARES) |
-2.92%
Oct 2020 – Oct 2023 |
-0.69%
Jul 2020 – Jul 2025 |
0.14%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BWVCX (STERLING CAPITAL WEST VIRGINIA INTERMEDIATE TAX-FREE FUND C SHARES) |
3.56%
Aug 2013 – Aug 2016 |
2.09%
Jul 2015 – Jul 2020 |
1.11%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart