Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BAEQX (Sterling Capital Equity Index A) | NA | 18.89% | 17.12% | 5.82% | 6.22% | NA | NA | … | … |
Data as of 07/01/2013, Common starting date is 05/10/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BAEQX (Sterling Capital Equity Index A) | 05/10/2001 | 07/01/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.47 | 18.89 | 17.12 | 5.82 | 6.22 | NA | NA | … | … | 12.77 | 14.84 | 0.70 | 14.07 | 25.58 | -37.34 | 4.84 | 15.15 | 3.29 | 10.86 | 26.95 | -22.56 | -7.98 |
| Sharpe Ratio | NA | 1.53 | 0.97 | 0.22 | 0.25 | NA | NA | … | … | 2.18 | 1.17 | 0.03 | 0.76 | 0.93 | -0.93 | 0.11 | 1.18 | 0.11 | 0.89 | 1.54 | -0.91 | -0.75 |
| Standard Deviation(%) | NA | 12.32 | 17.54 | 26.16 | 20.90 | NA | NA | … | … | 12.56 | 12.76 | 23.57 | 18.39 | 27.26 | 41.03 | 16.11 | 10.06 | 10.44 | 11.13 | 17.09 | 25.94 | 19.23 |
| Draw Down(%) | NA | 7.46 | 19.04 | 47.49 | 55.68 | NA | NA | … | … | 6.07 | 9.57 | 19.04 | 15.92 | 27.32 | 47.96 | 9.98 | 7.51 | 7.05 | 8.08 | 13.76 | 33.21 | 26.14 |
| Yield(%) | 0.00 | 1.06 | 1.28 | 1.10 | 1.49 | 0.87 | 0.65 | … | … | 0.32 | 1.26 | 0.80 | 1.26 | 1.47 | 1.53 | 1.38 | 1.55 | 1.32 | 0.98 | 0.00 | 0.81 | 0.58 |
Data as of 07/01/2013, Common starting date is 05/10/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAEQX (Sterling Capital Equity Index A) |
-15.63%
Feb 2006 – Feb 2009 |
-7.25%
Feb 2004 – Feb 2009 |
1.80%
Jul 2001 – Jul 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAEQX (Sterling Capital Equity Index A) |
24.33%
Feb 2009 – Feb 2012 |
14.50%
Sep 2002 – Sep 2007 |
7.58%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart