Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BVAAX (STERLING CAPITAL VIRGINIA INTERMEDIATE TAX-FREE FUND A CLASS) | 0.40% | 4.14% | 2.26% | 0.13% | 1.04% | 1.65% | 2.48% | … | … |
Data as of 06/08/2026, Common starting date is 05/17/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BVAAX (STERLING CAPITAL VIRGINIA INTERMEDIATE TAX-FREE FUND A CLASS) | 05/17/1999 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.18 | 4.14 | 2.26 | 0.13 | 1.04 | 1.65 | 2.48 | … | … | 0.40 | 3.60 | -0.16 | 3.45 | -5.74 | -0.95 | 3.78 | 5.87 | 0.53 | 3.04 | -0.84 | 2.24 | 4.97 | -2.48 | 3.61 | 7.84 | 2.31 | 7.51 | 4.40 | 4.21 | 3.51 | 1.30 | 2.04 | 3.48 | 6.30 | 1.63 | 9.76 | -4.39 |
| Sharpe Ratio | NA | 0.71 | -0.35 | -0.85 | -0.19 | NA | NA | … | … | -0.64 | 0.22 | -1.50 | -0.07 | -2.36 | -0.68 | 0.51 | 2.58 | -0.57 | 1.25 | -0.44 | 1.22 | 2.80 | -0.82 | 1.64 | 3.76 | 0.97 | 2.54 | 0.83 | 0.47 | 0.04 | -0.43 | 0.33 | 0.91 | 1.89 | -0.35 | 1.22 | -4.63 |
| Standard Deviation(%) | NA | 1.97 | 2.88 | 2.79 | 3.20 | NA | NA | … | … | 2.46 | 3.32 | 2.51 | 2.99 | 3.05 | 1.43 | 6.97 | 1.71 | 1.50 | 1.92 | 2.39 | 1.81 | 1.77 | 3.06 | 2.18 | 2.07 | 2.28 | 2.92 | 4.12 | 2.24 | 2.17 | 2.20 | 3.20 | 3.06 | 2.72 | 2.36 | 4.54 | 2.23 |
| Draw Down(%) | NA | 2.57 | 4.31 | 10.33 | 10.65 | NA | NA | … | … | 2.57 | 3.60 | 2.52 | 5.65 | 9.37 | 1.96 | 10.24 | 1.75 | 2.01 | 2.03 | 5.12 | 2.43 | 1.39 | 6.16 | 2.17 | 2.01 | 3.72 | 2.48 | 5.91 | 1.78 | 1.49 | 2.29 | 5.21 | 4.64 | 3.00 | 3.76 | 2.99 | 5.16 |
| Yield(%) | 0.00 | 2.18 | 2.14 | 1.74 | 1.82 | 2.10 | 2.62 | … | … | 0.75 | 2.35 | 2.14 | 1.85 | 1.45 | 1.26 | 1.59 | 1.93 | 1.96 | 1.99 | 2.71 | 2.46 | 2.64 | 1.94 | 3.02 | 3.28 | 3.17 | 4.02 | 4.09 | 3.85 | 3.70 | 3.93 | 3.43 | 3.84 | 1.35 | 0.92 | 4.21 | 0.33 |
Data as of 06/08/2026, Common starting date is 05/17/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BVAAX (STERLING CAPITAL VIRGINIA INTERMEDIATE TAX-FREE FUND A CLASS) |
-3.02%
Oct 2020 – Oct 2023 |
-0.66%
Jul 2020 – Jul 2025 |
0.61%
Oct 2012 – Oct 2022 |
1.49%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BVAAX (STERLING CAPITAL VIRGINIA INTERMEDIATE TAX-FREE FUND A CLASS) |
6.91%
Aug 2007 – Aug 2010 |
5.68%
Jul 2007 – Jul 2012 |
4.51%
May 2000 – May 2010 |
4.15%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart