Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BIEQX (Sterling Capital Equity Index Instl) | NA | 24.57% | 19.10% | 6.29% | NA | NA | NA | … | … |
Data as of 07/01/2013, Common starting date is 05/09/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BIEQX (Sterling Capital Equity Index Instl) | 05/09/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.05 | 24.57 | 19.10 | 6.29 | NA | NA | NA | … | … | 18.00 | 15.02 | 0.91 | 13.64 | 24.25 | -38.63 | -3.16 |
| Sharpe Ratio | NA | 1.96 | 1.08 | 0.24 | NA | NA | NA | … | … | 3.06 | 1.18 | 0.04 | 0.73 | 0.88 | -0.97 | -0.42 |
| Standard Deviation(%) | NA | 12.48 | 17.61 | 26.15 | NA | NA | NA | … | … | 12.92 | 12.76 | 23.67 | 18.46 | 27.30 | 40.81 | 18.31 |
| Draw Down(%) | NA | 7.41 | 19.07 | 48.00 | NA | NA | NA | … | … | 4.73 | 9.52 | 19.07 | 16.16 | 27.36 | 48.73 | 9.93 |
| Yield(%) | 0.00 | 1.25 | 1.54 | 0.74 | 0.31 | 0.21 | 0.16 | … | … | 0.37 | 1.53 | 1.00 | 0.88 | 0.00 | 0.00 | 0.00 |
Data as of 07/01/2013, Common starting date is 05/09/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIEQX (Sterling Capital Equity Index Instl) |
-11.74%
Jun 2007 – Jun 2010 |
-1.45%
Jun 2007 – Jun 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIEQX (Sterling Capital Equity Index Instl) |
23.70%
Feb 2009 – Feb 2012 |
6.39%
Jun 2008 – Jun 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart