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BSCIX: STERLING CAPITAL SOUTH CAROLINA INTERMEDIATE TAX-FREE FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 10.45 0.01(0.10%) June 05
| Asset Class: | Muni Single State Interm |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 10/07/1997 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 2.59% |
| Expenses | 0.64% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/07/1997 |
2025 | 2024 | 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(%) | 0.1 | 0.4 | 4.5 | 2.8 | 0.6 | 1.5 | 2.2 | 2.9 | 3.0 | 4.1 | 0.6 | 3.9 | -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 | -0.64 | 0.95 | -0.17 | -0.71 | -0.05 | NA | NA | 0.54 | 0.4 | -1.19 | 0.1 | -2.51 | 0.38 | 0.62 | 2.49 | -0.42 | 1.44 | -0.26 | 1.52 | 3.29 | -0.66 | 2.19 | 4.1 | 1.3 | 3.3 | 0.36 | 0.32 | 0.12 | -0.34 | 0.52 | 1.01 | 2.75 | 0.94 | 2.41 | -4.46 | -1.12 | 2.49 |
| Draw Down(%) | NA | 2.4 | 2.4 | 3.8 | 9.7 | 9.7 | NA | NA | 9.7 | 3.3 | 2.0 | 4.9 | 9.3 | 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 | 2.3 | 1.9 | 2.8 | 2.7 | 3.1 | NA | NA | 2.8 | 3.1 | 2.5 | 2.9 | 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 | -0.02 | 0.02 | -0.01 | -0.02 | 0.0 | NA | NA | 0.02 | 0.02 | -0.04 | 0.0 | -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 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | -0.01 | -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 | 0.78 | 0.77 | 0.8 | 0.81 | 0.87 | NA | NA | 0.86 | 0.78 | 0.84 | 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 |
| RSquared | NA | 0.88 | 0.87 | 0.93 | 0.92 | 0.93 | NA | NA | 0.88 | 0.95 | 0.91 | 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 | 0.9 | 2.6 | 2.6 | 2.2 | 2.1 | 2.4 | 2.9 | N/A | 2.8 | 2.7 | 2.3 | 1.9 | 1.7 | 2.0 | 2.2 | 2.1 | 2.1 | 2.0 | 2.5 | 2.5 | 2.1 | 3.1 | 3.4 | 3.0 | 3.5 | 5.2 | 4.5 | 3.8 | 5.1 | 3.9 | 3.4 | 3.6 | 3.9 | 4.2 | 0.3 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -66.9 | -8.3 | 31.0 | 10.9 | -31.7 | N/A | N/A | N/A | 1.4 | 17.7 | 14.6 | 9.3 | -11.8 | -6.0 | 1.3 | 2.2 | 0.9 | -18.5 | 4.2 | 10.0 | -30.0 | -3.1 | 13.1 | -8.7 | -35.5 | 15.2 | 19.1 | -28.8 | 28.2 | 15.5 | -0.5 | -6.3 | -1.5 | 1153.1 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/07/1997
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