Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBIIX (STERLING CAPITAL BEHAVIORAL INTERNATIONAL EQUITY FUND INSTITUTIONAL) | NA | -720,900.13% | 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 |
|---|---|---|
| SBIIX (STERLING CAPITAL BEHAVIORAL INTERNATIONAL EQUITY FUND INSTITUTIONAL) | 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 (%) | -683,400.07 | -720,900.13 | nan | nan | nan | NA | NA | … | … | -7.69 | 1.26 | 20.70 | -10.16 | 13.12 | -9.21 | 15.75 | -18.09 | 26.95 | 2.37 | 0.42 | -2.84 |
| Sharpe Ratio | NA | -0.86 | -0.19 | -0.08 | 0.05 | NA | NA | … | … | -2.24 | -0.41 | 1.28 | -0.56 | 0.98 | -0.31 | 1.32 | -1.34 | 3.15 | 0.12 | 0.03 | -2.61 |
| Standard Deviation(%) | NA | 14.99 | 16.55 | 19.81 | 17.08 | NA | NA | … | … | 33.35 | 12.89 | 12.97 | 20.80 | 13.41 | 30.82 | 10.87 | 14.49 | 8.39 | 18.35 | 15.05 | 12.76 |
| Draw Down(%) | NA | 18.08 | 27.36 | 38.29 | 45.75 | NA | NA | … | … | 8.17 | 11.44 | 9.35 | 28.09 | 10.13 | 38.84 | 9.70 | 26.30 | 2.41 | 13.64 | 16.14 | 4.29 |
| Yield(%) | 7.43 | 11.86 | 6.64 | 5.17 | 4.53 | 2.98 | 2.24 | … | … | 100.25 | 4.37 | 5.69 | 2.77 | 5.14 | 2.44 | 3.96 | 5.99 | 4.71 | 1.76 | 2.30 | 0.25 |
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 |
|---|---|---|---|---|
| SBIIX (STERLING CAPITAL BEHAVIORAL INTERNATIONAL EQUITY FUND INSTITUTIONAL) |
-8.58%
Oct 2017 – Oct 2020 |
-5.51%
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 |
|---|---|---|---|---|
| SBIIX (STERLING CAPITAL BEHAVIORAL INTERNATIONAL EQUITY FUND INSTITUTIONAL) |
12.46%
Mar 2020 – Mar 2023 |
6.90%
Aug 2019 – Aug 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart