Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BBEQX (Sterling Capital Equity Index B) | NA | 18.39% | 16.42% | 5.25% | 5.61% | NA | NA | … | … |
Data as of 07/01/2013, Common starting date is 05/10/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BBEQX (Sterling Capital Equity Index B) | 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 (%) | 0.76 | 18.39 | 16.42 | 5.25 | 5.61 | NA | NA | … | … | 12.67 | 13.98 | 0.16 | 13.90 | 24.57 | -37.82 | 4.06 | 14.36 | 2.83 | 9.96 | 26.59 | -23.05 | -8.82 |
| Sharpe Ratio | NA | 1.48 | 0.93 | 0.20 | 0.22 | NA | NA | … | … | 2.15 | 1.10 | 0.01 | 0.76 | 0.90 | -0.94 | 0.07 | 1.10 | 0.06 | 0.81 | 1.52 | -0.93 | -0.82 |
| Standard Deviation(%) | NA | 12.35 | 17.52 | 26.12 | 20.89 | NA | NA | … | … | 12.63 | 12.80 | 23.54 | 18.23 | 27.16 | 41.09 | 16.05 | 10.10 | 10.42 | 11.17 | 17.08 | 26.06 | 19.09 |
| Draw Down(%) | NA | 7.58 | 19.42 | 47.73 | 56.15 | NA | NA | … | … | 5.98 | 9.70 | 19.42 | 15.58 | 27.48 | 48.34 | 9.98 | 7.64 | 7.11 | 8.07 | 14.08 | 33.51 | 26.60 |
| Yield(%) | 0.00 | 0.43 | 0.39 | 0.53 | 0.75 | 0.44 | 0.33 | … | … | 0.13 | 0.34 | 0.15 | 1.03 | 0.67 | 0.91 | 0.76 | 0.83 | 0.59 | 0.61 | 0.00 | 0.24 | 0.49 |
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 |
|---|---|---|---|---|
| BBEQX (Sterling Capital Equity Index B) |
-16.23%
Feb 2006 – Feb 2009 |
-7.88%
Feb 2004 – Feb 2009 |
1.21%
Jul 2001 – Jul 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBEQX (Sterling Capital Equity Index B) |
23.67%
Feb 2009 – Feb 2012 |
13.85%
Sep 2002 – Sep 2007 |
6.94%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart