STERLING CAPITAL SOUTH CAROLINA INTERMEDIATE TAX-FREE FUND INSTITUTIONAL CLASS (BSCIX)

Basic Info 10.43 0.01(0.10%)
May 17

STERLING CAPITAL SOUTH CAROLINA INTERMEDIATE TAX-FREE FUND INSTITUTIONAL CLASS started on 10/07/1997
STERLING CAPITAL SOUTH CAROLINA INTERMEDIATE TAX-FREE FUND INSTITUTIONAL CLASS is classified as asset class Muni Single State Interm
STERLING CAPITAL SOUTH CAROLINA INTERMEDIATE TAX-FREE FUND INSTITUTIONAL CLASS expense ratio is 0.64%
STERLING CAPITAL SOUTH CAROLINA INTERMEDIATE TAX-FREE FUND INSTITUTIONAL CLASS rating is
(97%)

STERLING CAPITAL SOUTH CAROLINA INTERMEDIATE TAX-FREE FUND INSTITUTIONAL CLASS (BSCIX) Dividend Info

STERLING CAPITAL SOUTH CAROLINA INTERMEDIATE TAX-FREE FUND INSTITUTIONAL CLASS (BSCIX) dividend growth in the last 12 months is 20.26%

The trailing 12-month yield of STERLING CAPITAL SOUTH CAROLINA INTERMEDIATE TAX-FREE FUND INSTITUTIONAL CLASS is 2.24%. its dividend history:

DateDividend
04/30/2024 0.0227
03/28/2024 0.0234
02/29/2024 0.0219
01/31/2024 0.0235
12/29/2023 0.0236
11/30/2023 0.0217
10/31/2023 0.0213
09/29/2023 0.0212
08/31/2023 0.0207
07/31/2023 0.0204
06/30/2023 0.0189
05/31/2023 0.0195
04/28/2023 0.0185
03/31/2023 0.0196
02/28/2023 0.0172
01/31/2023 0.0187
12/30/2022 0.0177
11/30/2022 0.0169
10/31/2022 0.0175
09/30/2022 0.0177
08/31/2022 0.0177
07/29/2022 0.0179
06/30/2022 0.0175
05/31/2022 0.0183
04/29/2022 0.0177
03/31/2022 0.0178
02/28/2022 0.0156
01/31/2022 0.0172
12/31/2021 0.0165
11/30/2021 0.016
10/29/2021 0.0167
09/30/2021 0.0162
08/31/2021 0.0164
07/30/2021 0.0165
06/30/2021 0.0161
05/28/2021 0.017
04/30/2021 0.0153
03/31/2021 0.0157
02/26/2021 0.0146
01/29/2021 0.016
12/31/2020 0.016
11/30/2020 0.017
10/30/2020 0.018
09/30/2020 0.018
08/31/2020 0.019
07/31/2020 0.019
06/30/2020 0.018
05/29/2020 0.019
04/30/2020 0.019
03/31/2020 0.019
02/28/2020 0.018
01/31/2020 0.02
12/31/2019 0.02
11/29/2019 0.019
10/31/2019 0.02
09/30/2019 0.019
08/30/2019 0.02
07/31/2019 0.02
06/28/2019 0.019
05/31/2019 0.02
04/30/2019 0.019
03/29/2019 0.02
02/28/2019 0.018
01/31/2019 0.02
12/31/2018 0.02
11/30/2018 0.019
10/31/2018 0.02
09/28/2018 0.019
08/31/2018 0.019
07/31/2018 0.019
06/29/2018 0.019
05/31/2018 0.019
04/30/2018 0.019
03/29/2018 0.02
02/28/2018 0.018
01/31/2018 0.02
12/29/2017 0.02
11/30/2017 0.019
10/31/2017 0.019
09/29/2017 0.019
08/31/2017 0.019
07/31/2017 0.019
06/30/2017 0.019
05/31/2017 0.019
04/28/2017 0.018
03/31/2017 0.019
02/28/2017 0.017
01/31/2017 0.019
12/30/2016 0.018
12/07/2016 0.001
11/30/2016 0.018
10/31/2016 0.019
09/30/2016 0.018
08/31/2016 0.019
07/29/2016 0.019
06/30/2016 0.018
05/31/2016 0.019
04/29/2016 0.018
03/31/2016 0.019
02/29/2016 0.018
01/29/2016 0.02
12/31/2015 0.02
12/09/2015 0.036
11/30/2015 0.019
10/30/2015 0.02
09/30/2015 0.019
08/31/2015 0.02
07/31/2015 0.02
06/30/2015 0.02
05/29/2015 0.02
04/30/2015 0.02
03/31/2015 0.021
02/27/2015 0.019
01/30/2015 0.021
12/31/2014 0.021
12/10/2014 0.018
11/28/2014 0.02
10/31/2014 0.021
09/30/2014 0.02
08/29/2014 0.021
07/31/2014 0.021
06/30/2014 0.02
05/30/2014 0.021
04/30/2014 0.02
03/31/2014 0.021
02/28/2014 0.019
01/31/2014 0.021
12/31/2013 0.022
11/29/2013 0.021
10/31/2013 0.021
09/30/2013 0.02
08/30/2013 0.019
07/31/2013 0.019
06/28/2013 0.019
05/31/2013 0.02
04/30/2013 0.019
03/28/2013 0.02
02/28/2013 0.019
01/31/2013 0.021
12/31/2012 0.021
12/11/2012 0.084
11/30/2012 0.021
10/31/2012 0.021
09/28/2012 0.021
08/31/2012 0.022
07/31/2012 0.022
06/29/2012 0.021
05/31/2012 0.022
04/30/2012 0.021
03/30/2012 0.022
02/29/2012 0.021
01/31/2012 0.024
12/30/2011 0.024
12/08/2011 0.07
11/30/2011 0.024
10/31/2011 0.024
09/30/2011 0.023
08/31/2011 0.024
07/29/2011 0.024
06/30/2011 0.024
05/31/2011 0.024
04/29/2011 0.023
03/31/2011 0.024
02/28/2011 0.022
01/31/2011 0.024
12/31/2010 0.024
12/09/2010 0.029
11/30/2010 0.023
10/29/2010 0.025
09/30/2010 0.024
08/31/2010 0.027
07/30/2010 0.026
06/30/2010 0.026
05/28/2010 0.026
03/31/2010 0.028
02/26/2010 0.026
01/29/2010 0.029
12/31/2009 0.029
11/30/2009 0.027
10/30/2009 0.029
09/30/2009 0.027
08/31/2009 0.028
07/31/2009 0.029
06/30/2009 0.028
05/29/2009 0.029
04/30/2009 0.029
03/31/2009 0.03
02/27/2009 0.027
01/30/2009 0.031
12/31/2008 0.031
12/11/2008 0.173
11/28/2008 0.03
10/31/2008 0.031
09/30/2008 0.029
08/29/2008 0.032
07/31/2008 0.032
06/30/2008 0.029
05/30/2008 0.03
04/30/2008 0.028
03/31/2008 0.03
02/29/2008 0.027
01/31/2008 0.03
12/31/2007 0.031
12/12/2007 0.095
11/30/2007 0.031
10/31/2007 0.031
09/28/2007 0.03
08/31/2007 0.031
07/31/2007 0.032
06/29/2007 0.03
05/31/2007 0.031
04/30/2007 0.03
03/30/2007 0.031
02/28/2007 0.028
01/31/2007 0.031
12/29/2006 0.039
12/13/2006 0.015
11/30/2006 0.03
10/31/2006 0.031
09/29/2006 0.03
08/31/2006 0.031
07/31/2006 0.031
06/30/2006 0.03
05/31/2006 0.031
04/28/2006 0.03
03/31/2006 0.031
02/28/2006 0.028
01/31/2006 0.031
12/30/2005 0.031
12/14/2005 0.181
11/30/2005 0.03
10/31/2005 0.031
09/30/2005 0.03
08/31/2005 0.03
07/29/2005 0.03
06/30/2005 0.03
05/31/2005 0.031
04/29/2005 0.03
03/31/2005 0.031
02/28/2005 0.029
01/31/2005 0.031
12/31/2004 0.031
12/10/2004 0.076
11/30/2004 0.03
10/29/2004 0.031
09/30/2004 0.029
08/31/2004 0.029
07/30/2004 0.025
06/30/2004 0.027
05/28/2004 0.029
04/30/2004 0.029
03/31/2004 0.03
02/27/2004 0.028
01/30/2004 0.031
12/31/2003 0.03
12/02/2003 0.01
11/28/2003 0.03
10/31/2003 0.031
09/30/2003 0.029
08/29/2003 0.03
07/31/2003 0.03
06/30/2003 0.029
05/30/2003 0.031
04/30/2003 0.03
03/31/2003 0.03
02/28/2003 0.028
01/31/2003 0.03
12/31/2002 0.029
11/29/2002 0.028
10/31/2002 0.028
09/30/2002 0.029
08/30/2002 0.031
07/31/2002 0.032
06/28/2002 0.032
05/31/2002 0.033
04/30/2002 0.032
03/28/2002 0.033
02/28/2002 0.03
01/31/2002 0.033
12/31/2001 0.033
11/30/2001 0.032
10/31/2001 0.034
09/28/2001 0.033
08/31/2001 0.033
07/31/2001 0.033
06/29/2001 0.032
05/31/2001 0.034
04/30/2001 0.034
03/30/2001 0.034
02/28/2001 0.03
01/31/2001 0.033
12/29/2000 0.033
11/30/2000 0.032
10/31/2000 0.033
09/29/2000 0.035
08/31/2000 0.035
07/31/2000 0.034
06/30/2000 0.033
05/31/2000 0.034
04/28/2000 0.033
03/31/2000 0.034
02/29/2000 0.032
01/31/2000 0.033
12/31/1999 0.032

Dividend Growth History for STERLING CAPITAL SOUTH CAROLINA INTERMEDIATE TAX-FREE FUND INSTITUTIONAL CLASS (BSCIX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $0.2413 2.31% 15.18% -
2022 $0.2095 1.85% 8.55% 15.18%
2021 $0.193 1.69% -12.27% 11.81%
2020 $0.22 1.96% -5.98% 3.13%
2019 $0.234 2.16% 1.30% 0.77%
2018 $0.231 2.11% 2.21% 0.88%
2017 $0.226 2.09% 0.89% 1.10%
2016 $0.224 2.02% -18.55% 1.07%
2015 $0.275 2.48% 4.17% -1.62%
2014 $0.264 2.46% 10.00% -0.99%
2013 $0.24 2.15% -30.03% 0.05%
2012 $0.343 3.12% -3.11% -3.15%
2011 $0.354 3.38% 13.10% -3.14%
2010 $0.313 3.00% -8.75% -1.98%
2009 $0.343 3.46% -35.53% -2.48%
2008 $0.532 5.23% 15.15% -5.13%
2007 $0.462 4.51% 19.07% -3.98%
2006 $0.388 3.78% -28.81% -2.76%
2005 $0.545 5.12% 28.24% -4.43%
2004 $0.425 3.95% 15.49% -2.94%
2003 $0.368 3.43% -0.54% -2.09%
2002 $0.37 3.62% -6.33% -2.01%
2001 $0.395 3.90% -1.50% -2.22%
2000 $0.401 4.18% 1,153.13% -2.18%
1999 $0.032 0.31% - 8.78%

Dividend Growth Chart for STERLING CAPITAL SOUTH CAROLINA INTERMEDIATE TAX-FREE FUND INSTITUTIONAL CLASS (BSCIX)

STERLING CAPITAL SOUTH CAROLINA INTERMEDIATE TAX-FREE FUND INSTITUTIONAL CLASS (BSCIX) Historical Returns And Risk Info

From 10/07/1997 to 05/17/2024, the compound annualized total return (dividend reinvested) of STERLING CAPITAL SOUTH CAROLINA INTERMEDIATE TAX-FREE FUND INSTITUTIONAL CLASS (BSCIX) is 3.021%. Its cumulative total return (dividend reinvested) is 120.54%.

From 10/07/1997 to 05/17/2024, the Maximum Drawdown of STERLING CAPITAL SOUTH CAROLINA INTERMEDIATE TAX-FREE FUND INSTITUTIONAL CLASS (BSCIX) is 9.7%.

From 10/07/1997 to 05/17/2024, the Sharpe Ratio of STERLING CAPITAL SOUTH CAROLINA INTERMEDIATE TAX-FREE FUND INSTITUTIONAL CLASS (BSCIX) is 0.6.

From 10/07/1997 to 05/17/2024, the Annualized Standard Deviation of STERLING CAPITAL SOUTH CAROLINA INTERMEDIATE TAX-FREE FUND INSTITUTIONAL CLASS (BSCIX) is 2.7%.

From 10/07/1997 to 05/17/2024, the Beta of STERLING CAPITAL SOUTH CAROLINA INTERMEDIATE TAX-FREE FUND INSTITUTIONAL CLASS (BSCIX) is 0.87.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Since
10/07/1997		 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 1998 1997
Annualized Return(%) 0.0 -0.6 1.9 -0.8 0.9 1.6 2.5 3.0 3.0 3.5 -6.0 0.6 4.3 5.7 0.8 3.4 -0.4 2.7 5.6 -1.9 4.9 8.5 3.1 9.4 2.6 3.8 3.7 1.5 2.7 3.8 9.3 4.8 9.5 -6.0 0.7 2.0
Sharpe Ratio NA -2.9 -0.89 -1.26 -0.2 0.19 NA NA 0.6 -0.28 -2.51 0.37 0.62 2.53 -0.37 1.46 -0.25 1.52 3.3 -0.66 2.19 4.1 1.3 3.31 0.37 0.4 0.18 -0.3 0.54 1.01 2.77 0.99 2.47 -4.39 -1.06 2.61
Draw Down(%) NA 1.7 4.0 9.7 9.7 9.7 NA NA 9.7 4.9 9.4 1.9 9.6 1.7 1.8 2.0 4.8 2.1 1.2 5.7 2.1 1.9 3.6 2.4 6.9 1.7 1.5 2.3 5.1 4.3 3.1 3.4 2.4 7.4 3.0 0.5
Standard Deviation(%) NA 2.1 2.7 2.6 3.6 2.9 NA NA 2.7 2.8 3.0 1.4 6.5 1.7 1.5 1.9 2.3 1.8 1.7 2.9 2.2 2.1 2.3 2.8 4.4 2.1 2.2 2.2 3.3 3.0 2.9 2.6 2.2 2.1 2.5 2.1
Treynor Ratio NA -0.08 -0.03 -0.04 -0.01 0.01 NA NA 0.02 -0.01 -0.09 0.01 0.04 0.05 -0.01 0.03 -0.01 0.03 0.07 -0.02 0.05 0.11 0.04 0.11 0.02 0.01 0.0 -0.01 0.02 0.03 0.09 0.03 0.06 -0.14 -0.04 0.1
Alpha NA -0.01 -0.01 0.0 0.0 0.0 NA NA 0.0 -0.01 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.01 0.0 0.01 0.0 0.0 0.0 0.0 0.0 0.01 0.0 0.0 -0.03 -0.02 0.01
Beta NA 0.72 0.8 0.8 0.89 0.88 NA NA 0.87 0.83 0.79 0.89 0.93 0.91 0.76 0.84 0.86 0.85 0.84 0.95 0.99 0.8 0.82 0.84 0.83 0.83 0.91 0.9 0.9 0.96 0.92 0.94 0.92 0.67 0.73 0.51
RSquare NA 0.77 0.89 0.9 0.95 0.92 NA NA 0.87 0.92 0.93 0.78 0.98 0.81 0.76 0.85 0.91 0.83 0.79 0.92 0.84 0.85 0.88 0.89 0.93 0.83 0.84 0.86 0.93 0.89 0.86 0.86 0.86 0.53 0.5 0.31
Yield(%) N/A 0.8 2.5 2.0 2.0 2.1 2.5 3.0 N/A 2.3 2.1 2.0 2.1 2.2 2.2 2.2 2.2 2.5 2.4 2.1 2.9 3.0 3.1 3.6 5.2 4.5 3.8 5.1 4.0 3.4 3.5 3.6 4.0 0.3 0.0 0.0
Dividend Growth(%) N/A -66.7 20.3 0.6 -8.5 -40.4 N/A N/A N/A 0.0 4.3 -4.2 0.0 0.0 0.0 0.0 -14.3 7.7 8.3 -25.0 3.2 -3.1 -11.1 -32.1 15.2 17.9 -27.8 25.6 16.2 2.8 0.0 -5.3 1166.7 N/A N/A N/A

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STERLING CAPITAL SOUTH CAROLINA INTERMEDIATE TAX-FREE FUND INSTITUTIONAL CLASS (BSCIX) Historical Return Chart

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STERLING CAPITAL SOUTH CAROLINA INTERMEDIATE TAX-FREE FUND INSTITUTIONAL CLASS (BSCIX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 10/07/1997 to 05/17/2024, the worst annualized return of 3-year rolling returns for STERLING CAPITAL SOUTH CAROLINA INTERMEDIATE TAX-FREE FUND INSTITUTIONAL CLASS (BSCIX) is -2.24%.
From 10/07/1997 to 05/17/2024, the worst annualized return of 5-year rolling returns for STERLING CAPITAL SOUTH CAROLINA INTERMEDIATE TAX-FREE FUND INSTITUTIONAL CLASS (BSCIX) is 0.3%.
From 10/07/1997 to 05/17/2024, the worst annualized return of 10-year rolling returns for STERLING CAPITAL SOUTH CAROLINA INTERMEDIATE TAX-FREE FUND INSTITUTIONAL CLASS (BSCIX) is 1.11%.
From 10/07/1997 to 05/17/2024, the worst annualized return of 20-year rolling returns for STERLING CAPITAL SOUTH CAROLINA INTERMEDIATE TAX-FREE FUND INSTITUTIONAL CLASS (BSCIX) is 2.64%.

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