Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BICRX (STERLING CAPITAL TOTAL RETURN BOND FUND CLASS R) | NA | -0.49% | 5.61% | 3.58% | 3.16% | NA | NA | … | … |
Data as of 11/16/2021, Common starting date is 02/02/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BICRX (STERLING CAPITAL TOTAL RETURN BOND FUND CLASS R) | 02/02/2010 | 11/16/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.09 | -0.49 | 5.61 | 3.58 | 3.16 | NA | NA | … | … | -2.66 | 8.45 | 8.74 | -0.87 | 3.94 | 3.03 | 0.04 | 5.54 | -1.60 | 5.61 | 6.22 | 4.24 |
| Sharpe Ratio | NA | -0.44 | 1.14 | 0.73 | 0.80 | NA | NA | … | … | -0.95 | 1.55 | 2.01 | -0.78 | 1.18 | 0.90 | 0.00 | 2.24 | -0.50 | 2.30 | 1.55 | 1.06 |
| Standard Deviation(%) | NA | 3.13 | 4.13 | 3.67 | 3.35 | NA | NA | … | … | 3.20 | 5.28 | 3.64 | 2.81 | 2.82 | 3.12 | 3.47 | 2.47 | 3.26 | 2.43 | 3.98 | 4.30 |
| Draw Down(%) | NA | 3.41 | 8.76 | 8.76 | 8.76 | NA | NA | … | … | 3.41 | 8.76 | 2.28 | 3.16 | 1.43 | 4.02 | 2.67 | 1.21 | 5.21 | 1.28 | 1.78 | 3.79 |
| Yield(%) | 0.00 | 3.15 | 2.97 | 2.74 | 3.12 | 2.63 | 1.97 | … | … | 1.47 | 3.71 | 2.77 | 2.62 | 2.56 | 2.56 | 2.96 | 3.28 | 3.34 | 3.98 | 6.37 | 4.42 |
Data as of 11/16/2021, Common starting date is 02/02/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BICRX (STERLING CAPITAL TOTAL RETURN BOND FUND CLASS R) |
1.18%
Apr 2015 – Apr 2018 |
1.43%
Apr 2013 – Apr 2018 |
3.16%
Oct 2011 – Oct 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BICRX (STERLING CAPITAL TOTAL RETURN BOND FUND CLASS R) |
5.99%
Jul 2018 – Jul 2021 |
4.63%
Dec 2015 – Dec 2020 |
3.87%
Dec 2010 – Dec 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart