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BCACX: Sterling Capital Strategic Allc Eq C (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/11/2001 |
| Last Dividend Date: | 12/31/2012 |
| 12-Mo. Yield | 0.31% |
| Expenses | 2.25% |
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Performance Analytics (As of 04/26/2013)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/11/2001 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 6.0 | 4.2 | -0.7 | 4.2 | 0.7 | 2.9 | 12.4 | -8.0 | 13.9 | 23.6 | -39.6 | 0.5 | 14.6 | 5.9 | 10.5 | 23.4 | -22.7 | -7.1 |
| Sharpe Ratio | NA | 0.46 | 0.22 | -0.04 | 0.16 | -0.02 | 0.9 | 0.92 | -0.34 | 0.79 | 0.9 | -1.12 | -0.16 | 1.05 | 0.41 | 0.93 | 1.59 | -1.16 | -0.91 |
| Draw Down(%) | NA | 10.6 | 24.1 | 53.0 | 58.4 | 58.4 | 4.0 | 12.2 | 24.1 | 14.3 | 26.5 | 49.5 | 11.2 | 10.5 | 6.3 | 8.1 | 13.6 | 29.9 | 20.5 |
| Standard Deviation(%) | NA | 12.9 | 18.5 | 24.5 | 19.6 | 19.3 | 10.6 | 13.4 | 23.5 | 17.5 | 26.2 | 36.2 | 15.5 | 10.8 | 9.3 | 10.3 | 14.3 | 20.6 | 15.8 |
| Treynor Ratio | NA | 0.06 | 0.05 | -0.01 | 0.04 | -0.01 | 0.11 | 0.13 | -0.11 | 0.15 | 0.25 | -0.46 | -0.03 | 0.11 | 0.04 | 0.1 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.04 | -0.03 | -0.05 | -0.03 | -0.02 | -0.08 | -0.01 | -0.03 | 0.0 | -0.01 | -0.04 | -0.02 | 0.0 | 0.0 | 0.01 | NA | NA | NA |
| Beta | NA | 0.95 | 0.81 | 0.87 | 0.89 | 0.88 | 0.85 | 0.99 | 0.71 | 0.9 | 0.95 | 0.88 | 0.96 | 1.01 | 0.89 | 0.92 | NA | NA | NA |
| RSquared | NA | 0.92 | 0.66 | 0.86 | 0.85 | 0.73 | 0.87 | 0.89 | 0.51 | 0.91 | 0.97 | 0.98 | 0.96 | 0.91 | 0.96 | 0.9 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.3 | 0.3 | 0.4 | 4.6 | N/A | 0.0 | 0.3 | 0.0 | 0.6 | 1.2 | 0.6 | 18.7 | 8.4 | 2.8 | 0.0 | 0.0 | 0.5 | 0.0 |
| Dividend Growth(%) | N/A | N/A | -96.9 | -94.5 | N/A | N/A | -100.0 | N/A | -100.0 | -32.3 | 25.0 | -97.5 | 132.0 | 223.3 | N/A | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/11/2001
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