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BCMTX: STERLING CAPITAL STRATEGIC ALLOCATION GROWTH FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Aggressive Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/30/1997 |
| Last Dividend Date: | 12/31/2020 |
| 12-Mo. Yield | 5.27% |
| Expenses | 0.84% |
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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 | 4.8 | 2.6 | 8.5 | 6.3 | 5.0 | 4.0 | 4.6 | 2.2 | 1.5 | 17.9 | -8.4 | 17.9 | 6.0 | -0.7 | 7.6 | 16.3 | 12.6 | -5.4 | 15.0 | 23.4 | -31.5 | 2.4 | 13.5 | 5.7 | 10.2 | 21.6 | -18.4 | -10.8 | -1.6 | 14.2 | 13.4 | 0.4 |
| Sharpe Ratio | NA | 0.2 | 0.1 | 0.58 | 0.46 | NA | NA | 0.23 | 5.55 | 0.05 | 2.03 | -0.88 | 3.37 | 0.51 | -0.07 | 1.02 | 2.21 | 1.22 | -0.26 | 0.98 | 1.13 | -1.17 | -0.05 | 1.14 | 0.49 | 1.03 | 1.7 | -1.11 | -0.86 | -0.42 | 1.06 | 0.81 | NA |
| Draw Down(%) | NA | 30.5 | 30.5 | 30.5 | 30.5 | NA | NA | 48.3 | 0.9 | 30.5 | 4.9 | 16.1 | 1.3 | 9.1 | 10.8 | 6.2 | 4.4 | 9.2 | 20.6 | 12.3 | 21.4 | 40.9 | 8.2 | 8.5 | 4.8 | 6.9 | 11.7 | 25.5 | 23.6 | 10.5 | 7.8 | 13.9 | 0.0 |
| Standard Deviation(%) | NA | 23.7 | 15.8 | 13.3 | 12.9 | NA | NA | 14.1 | 7.3 | 23.7 | 8.1 | 11.0 | 5.1 | 11.2 | 10.4 | 7.4 | 7.4 | 10.3 | 20.8 | 15.3 | 20.6 | 27.6 | 12.5 | 9.0 | 7.3 | 9.1 | 12.3 | 17.5 | 15.4 | 13.6 | 10.3 | 12.5 | 0.0 |
| Treynor Ratio | NA | 0.04 | 0.09 | 0.4 | 0.2 | NA | NA | 0.06 | 0.59 | 0.01 | 11.26 | -0.09 | 0.16 | 0.04 | -0.01 | 0.07 | 0.16 | 0.1 | -0.04 | 0.11 | 0.19 | -0.28 | 0.0 | 0.08 | 0.03 | 0.08 | 0.17 | -0.16 | -0.12 | -0.06 | 0.12 | 0.1 | 0.0 |
| Alpha | NA | -0.04 | 0.0 | 0.02 | 0.01 | NA | NA | 0.0 | 0.06 | -0.06 | 0.06 | -0.02 | 0.01 | -0.02 | 0.0 | -0.01 | -0.01 | -0.01 | -0.04 | -0.01 | 0.0 | -0.03 | -0.02 | 0.0 | 0.0 | 0.0 | -0.01 | -0.03 | -0.03 | 0.0 | 0.02 | 0.0 | NA |
| Beta | NA | 1.1 | 0.17 | 0.19 | 0.3 | NA | NA | 0.59 | 0.69 | 1.11 | 0.01 | 1.05 | 1.09 | 1.31 | 1.11 | 1.06 | 1.0 | 1.31 | 1.48 | 1.41 | 1.21 | 1.17 | 1.33 | 1.31 | 1.09 | 1.24 | 1.21 | 1.23 | 1.16 | 0.93 | 0.88 | 1.01 | NA |
| RSquared | NA | 0.94 | 0.14 | 0.15 | 0.23 | NA | NA | 0.46 | 0.48 | 0.94 | 0.01 | 0.87 | 0.72 | 0.84 | 0.86 | 0.9 | 0.86 | 0.87 | 0.94 | 0.96 | 0.94 | 0.98 | 0.94 | 0.94 | 0.94 | 0.91 | 0.86 | 0.95 | 0.87 | 0.93 | 0.89 | 0.87 | 0.0 |
| Yield(%) | N/A | 5.3 | 4.3 | 4.3 | 3.3 | 3.7 | 3.0 | N/A | 0.0 | 5.2 | 6.9 | 2.1 | 2.3 | 1.4 | 2.0 | 1.8 | 1.6 | 1.8 | 1.2 | 2.0 | 2.3 | 1.9 | 16.4 | 4.9 | 2.2 | 0.8 | 0.6 | 0.6 | 4.5 | 9.6 | 5.3 | 5.1 | 0.5 |
| Dividend Growth(%) | N/A | -16.0 | 180.7 | 167.5 | -19.8 | N/A | N/A | N/A | -100.0 | -16.0 | 188.9 | 6.5 | 75.6 | -31.0 | 16.7 | 24.3 | -0.7 | 35.6 | -32.0 | 10.9 | -20.7 | -89.9 | 259.9 | 138.1 | 201.5 | 67.5 | -18.4 | -89.3 | -58.6 | 94.4 | 11.6 | 1031.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/30/1997
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