It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
BCGTX: STERLING CAPITAL STRATEGIC ALLOCATION BALANCED FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/30/1997 |
| Last Dividend Date: | 12/31/2020 |
| 12-Mo. Yield | 5.11% |
| Expenses | 0.79% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 01/26/2021)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/30/1997 |
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 | 5.2 | 3.2 | 7.8 | 5.9 | 5.1 | 4.3 | 4.8 | 1.7 | 4.2 | 16.3 | -7.0 | 15.1 | 5.6 | -0.5 | 7.3 | 12.4 | 11.5 | -3.3 | 14.0 | 21.8 | -25.5 | 3.0 | 12.0 | 4.9 | 8.8 | 17.8 | -13.6 | -6.3 | 0.3 | 10.6 | 12.5 | 0.2 |
| Sharpe Ratio | NA | 0.27 | 0.18 | 0.67 | 0.54 | NA | NA | 0.31 | 5.28 | 0.21 | 2.35 | -0.95 | 3.61 | 0.61 | -0.06 | 1.26 | 2.05 | 1.44 | -0.2 | 1.14 | 1.31 | -1.22 | -0.02 | 1.14 | 0.44 | 1.04 | 1.71 | -1.08 | -0.77 | -0.37 | 0.86 | 0.92 | NA |
| Draw Down(%) | NA | 25.8 | 25.8 | 25.8 | 25.8 | NA | NA | 40.1 | 0.7 | 25.8 | 3.6 | 13.2 | 1.0 | 7.0 | 8.6 | 4.9 | 4.3 | 7.1 | 16.6 | 9.8 | 17.7 | 34.2 | 6.3 | 6.9 | 3.9 | 6.0 | 9.3 | 19.3 | 17.0 | 7.7 | 6.4 | 10.8 | 0.0 |
| Standard Deviation(%) | NA | 18.7 | 12.5 | 10.5 | 10.1 | NA | NA | 11.2 | 5.6 | 18.7 | 6.3 | 8.8 | 4.0 | 8.8 | 8.2 | 5.8 | 6.0 | 8.0 | 16.2 | 12.3 | 16.6 | 21.7 | 9.9 | 7.6 | 6.0 | 7.5 | 10.0 | 13.7 | 11.4 | 10.6 | 8.4 | 9.8 | 0.0 |
| Treynor Ratio | NA | 0.06 | 0.03 | 0.08 | 0.06 | NA | NA | 0.04 | 0.57 | 0.05 | 0.18 | -0.1 | 0.17 | 0.05 | -0.01 | 0.09 | 0.15 | 0.12 | -0.03 | 0.12 | 0.22 | -0.29 | 0.0 | 0.08 | 0.03 | 0.08 | 0.17 | -0.16 | -0.1 | -0.06 | 0.1 | 0.12 | 0.0 |
| Alpha | NA | -0.03 | -0.02 | -0.01 | -0.01 | NA | NA | -0.01 | 0.05 | -0.03 | 0.0 | -0.02 | 0.01 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | -0.03 | 0.0 | 0.01 | -0.03 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | -0.02 | -0.02 | 0.0 | 0.0 | -0.01 | NA |
| Beta | NA | 0.84 | 0.84 | 0.85 | 0.91 | NA | NA | 0.91 | 0.52 | 0.84 | 0.81 | 0.83 | 0.85 | 1.04 | 0.88 | 0.83 | 0.82 | 1.0 | 1.15 | 1.13 | 0.98 | 0.92 | 1.06 | 1.11 | 0.9 | 1.03 | 0.99 | 0.95 | 0.86 | 0.71 | 0.69 | 0.78 | NA |
| RSquared | NA | 0.87 | 0.87 | 0.86 | 0.86 | NA | NA | 0.9 | 0.47 | 0.88 | 0.83 | 0.87 | 0.7 | 0.85 | 0.86 | 0.89 | 0.86 | 0.84 | 0.94 | 0.96 | 0.94 | 0.98 | 0.95 | 0.94 | 0.95 | 0.91 | 0.87 | 0.92 | 0.88 | 0.91 | 0.88 | 0.88 | 0.0 |
| Yield(%) | N/A | 5.1 | 4.2 | 4.1 | 3.4 | 3.8 | 3.3 | N/A | 0.0 | 5.1 | 6.3 | 2.3 | 2.4 | 1.8 | 2.2 | 2.1 | 2.0 | 2.2 | 1.8 | 2.7 | 2.8 | 2.4 | 14.4 | 4.9 | 2.5 | 1.2 | 0.7 | 1.5 | 5.1 | 9.9 | 5.2 | 5.1 | 0.6 |
| Dividend Growth(%) | N/A | -11.2 | 133.3 | 106.4 | -17.3 | N/A | N/A | N/A | -100.0 | -11.2 | 143.3 | 8.3 | 45.6 | -24.5 | 11.1 | 14.8 | 1.6 | 15.5 | -27.1 | 18.8 | -17.0 | -85.3 | 212.3 | 105.5 | 115.5 | 111.5 | -60.6 | -74.3 | -53.5 | 100.5 | 9.6 | 709.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/30/1997
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Moderate Allocation Asset Class Trend Rankings |
Top Rated Funds in Moderate Allocation
Best Mutual Funds
- PRWCX (T. ROWE PRICE CAPITAL APPRECIATION FUND) (99%)
- LCRIX (LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-INSTITUTIONAL CLASS) (99%)
- LCORX (LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-RETAIL CLASS) (99%)
- QOPYX (Oppenheimer Flexible Strategies Fd Y) (99%)
- RNCOX (RIVERNORTH CORE OPPORTUNITY FUND CLASS R) (98%)
- AZNIX (ALLIANZGI INCOME & GROWTH FUND INSTITUTIONAL CLASS) (98%)
- DNAIX (DUNHAM APPRECIATION & INCOME FUND DUNHAM APPRECIATION & INCOME FUND CLASS N) (98%)
- COTZX (COLUMBIA THERMOSTAT FUND COLUMBIA THERMOSTAT FUND CLASS Z) (97%)
- PBAIX (BLACKROCK TACTICAL OPPORTUNITIES FUND INSTITUTIONAL) (97%)
- AZNCX (ALLIANZGI INCOME & GROWTH FUND CLASS C) (96%)
Best ETFs
* Day change on 01/26/2021.Best Closed End Funds
- ERH (Allspring Utilities and High Income Fund) (100%)
- HTD (John Hancock Tax Advantaged Dividend Income Closed Fund) (100%)
- ZTR (Virtus Global Dividend and Income Fund Inc) (100%)
Latest Articles Related to BCGTX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
