Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BMGTX (STERLING CAPITAL DIVERSIFIED INCOME FUND INSTITUTIONAL CLASS) | NA | 1.78% | 1.51% | 4.83% | 4.31% | 4.39% | 3.98% | … | … |
Data as of 01/26/2021, Common starting date is 09/30/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BMGTX (STERLING CAPITAL DIVERSIFIED INCOME FUND INSTITUTIONAL CLASS) | 09/30/1997 | 01/26/2021 |
| 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.78 | 1.51 | 4.83 | 4.31 | 4.39 | 3.98 | … | … | 2.29 | -1.25 | 4.95 | -8.68 | 2.41 | 4.75 | -4.54 | 4.35 | 5.72 | 6.88 | -2.03 | 7.35 | 14.30 | -20.95 | -6.68 | 5.09 | 0.82 | 4.50 | 10.68 | -9.74 | -6.79 | -6.09 | 0.66 | 6.00 | 0.00 |
| Sharpe Ratio | NA | 0.05 | 0.05 | 0.47 | 0.52 | NA | NA | … | … | 8.24 | -0.09 | -4.24 | -5.75 | -5.14 | -5.52 | -4.21 | -3.57 | -2.84 | -2.32 | -2.14 | -1.46 | -0.39 | -2.80 | -3.02 | -3.12 | -4.38 | -2.86 | -1.29 | -3.41 | -3.50 | -3.06 | -0.41 | 0.41 | -0.53 |
| Standard Deviation(%) | NA | 17.18 | 10.64 | 8.65 | 7.47 | NA | NA | … | … | 5.20 | 17.13 | 4.32 | 5.26 | 3.29 | 5.30 | 5.48 | 3.97 | 4.51 | 5.07 | 9.61 | 7.70 | 11.00 | 14.39 | 9.55 | 5.54 | 4.61 | 5.27 | 6.67 | 8.65 | 8.14 | 9.58 | 6.25 | 6.59 | 6.55 |
| Draw Down(%) | NA | 27.51 | 27.96 | 27.96 | 27.96 | NA | NA | … | … | 0.29 | 27.96 | 3.68 | 11.31 | 1.64 | 4.46 | 8.35 | 3.57 | 4.09 | 4.64 | 10.55 | 6.05 | 12.32 | 25.62 | 10.33 | 4.55 | 3.32 | 5.50 | 5.24 | 12.96 | 12.13 | 10.06 | 5.25 | 7.01 | 3.37 |
| Yield(%) | 0.00 | 3.71 | 4.06 | 4.35 | 3.69 | 4.07 | 3.69 | … | … | 0.00 | 3.68 | 5.30 | 4.03 | 3.49 | 4.27 | 3.70 | 2.51 | 1.81 | 2.57 | 2.49 | 4.35 | 3.33 | 4.64 | 11.01 | 3.75 | 3.02 | 2.00 | 1.96 | 2.72 | 4.36 | 9.50 | 1.11 | 0.00 | 0.00 |
Data as of 01/26/2021, Common starting date is 09/30/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMGTX (STERLING CAPITAL DIVERSIFIED INCOME FUND INSTITUTIONAL CLASS) |
-5.12%
Feb 2006 – Feb 2009 |
-1.66%
Mar 2015 – Mar 2020 |
0.63%
Feb 1999 – Feb 2009 |
3.01%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMGTX (STERLING CAPITAL DIVERSIFIED INCOME FUND INSTITUTIONAL CLASS) |
15.03%
Feb 2009 – Feb 2012 |
11.72%
Feb 2009 – Feb 2014 |
7.62%
Feb 2009 – Feb 2019 |
5.76%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart