Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBIAX (STERLING CAPITAL BEHAVIORAL INTERNATIONAL EQUITY FUND CLASS A) | NA | -131,727.02% | nan% | nan% | nan% | NA | NA | … | … |
Data as of 01/24/2025, Common starting date is 12/04/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBIAX (STERLING CAPITAL BEHAVIORAL INTERNATIONAL EQUITY FUND CLASS A) | 12/04/2014 | 01/24/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -125,211.23 | -131,727.02 | nan | nan | nan | NA | NA | … | … | -7.68 | 5.31 | 20.53 | -10.49 | 12.79 | -9.40 | 14.88 | -18.30 | 26.77 | 2.23 | 0.14 | -2.85 |
| Sharpe Ratio | NA | -0.63 | -0.12 | -0.05 | 0.06 | NA | NA | … | … | -2.21 | -0.11 | 1.27 | -0.57 | 0.95 | -0.31 | 1.25 | -1.36 | 3.15 | 0.11 | 0.01 | -2.60 |
| Standard Deviation(%) | NA | 14.40 | 16.37 | 19.75 | 17.04 | NA | NA | … | … | 33.75 | 12.13 | 12.97 | 20.80 | 13.42 | 30.90 | 10.74 | 14.51 | 8.34 | 18.41 | 15.08 | 12.84 |
| Draw Down(%) | NA | 14.72 | 27.43 | 38.19 | 46.26 | NA | NA | … | … | 8.26 | 9.05 | 9.45 | 28.17 | 10.14 | 38.81 | 9.70 | 26.52 | 2.41 | 13.55 | 16.16 | 4.29 |
| Yield(%) | 7.43 | 11.58 | 6.38 | 4.93 | 4.24 | 2.79 | 2.10 | … | … | 100.21 | 4.09 | 5.40 | 2.55 | 4.82 | 2.24 | 3.12 | 5.76 | 4.42 | 1.52 | 2.13 | 0.24 |
Data as of 01/24/2025, Common starting date is 12/04/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBIAX (STERLING CAPITAL BEHAVIORAL INTERNATIONAL EQUITY FUND CLASS A) |
-8.98%
Oct 2017 – Oct 2020 |
-5.83%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBIAX (STERLING CAPITAL BEHAVIORAL INTERNATIONAL EQUITY FUND CLASS A) |
12.17%
Mar 2020 – Mar 2023 |
6.64%
Aug 2019 – Aug 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart