Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BWVAX (STERLING CAPITAL WEST VIRGINIA INTERMEDIATE TAX-FREE FUND A CLASS) | 0.65% | 4.79% | 2.89% | 0.62% | 1.43% | 2.05% | 2.63% | … | … |
Data as of 06/08/2026, Common starting date is 12/17/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BWVAX (STERLING CAPITAL WEST VIRGINIA INTERMEDIATE TAX-FREE FUND A CLASS) | 12/17/1993 | 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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.11 | 4.79 | 2.89 | 0.62 | 1.43 | 2.05 | 2.63 | … | … | 0.65 | 4.14 | 0.78 | 4.14 | -6.14 | 0.13 | 4.18 | 5.59 | 0.42 | 3.18 | 0.00 | 2.48 | 5.16 | -2.49 | 4.56 | 8.31 | 2.70 | 9.06 | 0.24 | 3.26 | 4.16 | 2.09 | 2.33 | 3.77 | 6.08 | 3.53 | 11.34 | -8.31 | -0.58 | 3.01 | -1.29 | 10.38 | -9.50 | 0.40 |
| Sharpe Ratio | NA | 1.12 | -0.13 | -0.72 | -0.07 | NA | NA | … | … | -0.45 | 0.41 | -1.15 | 0.18 | -2.71 | 0.08 | 0.57 | 2.45 | -0.65 | 1.40 | -0.10 | 1.39 | 2.93 | -0.87 | 2.27 | 3.88 | 1.12 | 3.31 | -0.17 | 0.05 | 0.34 | -0.08 | 0.41 | 0.98 | 1.83 | 0.41 | 2.50 | -4.86 | -1.78 | -0.25 | -1.04 | 1.71 | -2.77 | 11.32 |
| Standard Deviation(%) | NA | 1.91 | 2.73 | 2.62 | 3.06 | NA | NA | … | … | 2.17 | 3.08 | 2.49 | 2.80 | 2.81 | 1.41 | 6.81 | 1.68 | 1.48 | 1.82 | 2.13 | 1.76 | 1.75 | 2.89 | 2.00 | 2.13 | 2.32 | 2.71 | 4.17 | 2.21 | 2.17 | 2.12 | 3.24 | 3.11 | 2.69 | 2.66 | 2.85 | 2.40 | 2.27 | 2.63 | 4.71 | 3.74 | 4.53 | 0.83 |
| Draw Down(%) | NA | 2.38 | 3.66 | 9.70 | 9.80 | NA | NA | … | … | 2.38 | 3.05 | 2.10 | 4.33 | 9.09 | 1.74 | 9.80 | 1.49 | 1.89 | 1.92 | 4.49 | 2.12 | 1.29 | 5.89 | 1.78 | 1.63 | 3.74 | 2.21 | 6.62 | 1.75 | 1.44 | 2.03 | 5.00 | 4.28 | 3.18 | 3.34 | 3.10 | 9.16 | 2.95 | 2.98 | 5.80 | 3.51 | 12.59 | 0.00 |
| Yield(%) | 0.00 | 2.49 | 2.50 | 2.02 | 2.07 | 2.35 | 2.74 | … | … | 0.86 | 2.68 | 2.53 | 2.26 | 1.61 | 1.48 | 1.77 | 2.28 | 2.30 | 2.26 | 2.50 | 2.65 | 2.39 | 2.07 | 3.65 | 3.57 | 3.52 | 3.64 | 3.53 | 3.71 | 4.07 | 4.15 | 4.06 | 3.61 | 2.56 | 4.30 | 5.03 | 0.41 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 12/17/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BWVAX (STERLING CAPITAL WEST VIRGINIA INTERMEDIATE TAX-FREE FUND A CLASS) |
-2.27%
Oct 2020 – Oct 2023 |
-0.74%
May 1995 – May 2000 |
0.92%
Oct 2012 – Oct 2022 |
1.85%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BWVAX (STERLING CAPITAL WEST VIRGINIA INTERMEDIATE TAX-FREE FUND A CLASS) |
7.59%
May 2000 – May 2003 |
5.55%
Jan 2000 – Jan 2005 |
4.66%
Jan 2000 – Jan 2010 |
4.36%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart