Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BCGBX (STERLING CAPITAL DIVERSIFIED INCOME FUND B CLASS) | NA | 6.59% | 2.98% | 5.17% | 3.44% | 3.83% | NA | … | … |
Data as of 05/26/2017, Common starting date is 03/30/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BCGBX (STERLING CAPITAL DIVERSIFIED INCOME FUND B CLASS) | 03/30/1999 | 05/26/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.18 | 6.59 | 2.98 | 5.17 | 3.44 | 3.83 | NA | … | … | 1.73 | 9.02 | -2.83 | 5.81 | 6.70 | 8.32 | -0.49 | 10.52 | 16.75 | -17.42 | 3.29 | 8.00 | 2.88 | 5.48 | 11.29 | -8.35 | -7.02 | -3.22 | 4.82 |
| Sharpe Ratio | NA | 1.38 | 0.59 | 1.09 | 0.40 | NA | NA | … | … | 1.13 | 1.65 | -0.53 | 1.51 | 1.51 | 1.62 | -0.05 | 1.41 | 1.53 | -1.29 | 0.05 | 0.92 | 0.17 | 0.87 | 1.61 | -1.10 | -1.17 | -0.77 | 0.44 |
| Standard Deviation(%) | NA | 4.55 | 4.90 | 4.76 | 7.87 | NA | NA | … | … | 3.46 | 5.32 | 5.40 | 3.85 | 4.43 | 5.15 | 9.45 | 7.42 | 10.90 | 14.20 | 5.90 | 5.16 | 4.10 | 5.21 | 6.57 | 8.59 | 8.15 | 9.41 | 7.13 |
| Draw Down(%) | NA | 3.38 | 9.60 | 9.60 | 28.22 | NA | NA | … | … | 1.30 | 3.56 | 7.06 | 3.22 | 4.22 | 4.49 | 9.93 | 5.61 | 12.43 | 24.50 | 3.41 | 4.19 | 2.79 | 5.22 | 5.39 | 12.59 | 12.40 | 9.62 | 4.65 |
| Yield(%) | 0.00 | 2.70 | 2.29 | 2.17 | 2.81 | 2.73 | 2.09 | … | … | 0.33 | 3.21 | 2.64 | 1.60 | 0.89 | 1.46 | 1.46 | 2.96 | 2.28 | 3.76 | 10.12 | 2.75 | 2.03 | 1.03 | 0.75 | 1.14 | 0.00 | 3.11 | 2.93 |
Data as of 05/26/2017, Common starting date is 03/30/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCGBX (STERLING CAPITAL DIVERSIFIED INCOME FUND B CLASS) |
-7.28%
Mar 2000 – Mar 2003 |
-2.16%
Feb 2004 – Feb 2009 |
-0.62%
Apr 1999 – Apr 2009 |
2.08%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCGBX (STERLING CAPITAL DIVERSIFIED INCOME FUND B CLASS) |
13.77%
Feb 2009 – Feb 2012 |
10.53%
Feb 2009 – Feb 2014 |
4.93%
Mar 2003 – Mar 2013 |
3.81%
Apr 2002 – Apr 2017 |
Annualized Rolling Returns Comparison Chart