Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OVEBX (STERLING CAPITAL MID VALUE FUND B CLASS) | NA | 15.03% | 6.40% | 12.84% | 5.67% | 7.94% | NA | … | … |
Data as of 05/26/2017, Common starting date is 07/30/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OVEBX (STERLING CAPITAL MID VALUE FUND B CLASS) | 07/30/2001 | 05/26/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.12 | 15.03 | 6.40 | 12.84 | 5.67 | 7.94 | NA | … | … | 3.25 | 15.37 | -3.13 | 4.44 | 44.18 | 11.16 | -4.37 | 19.12 | 36.41 | -33.60 | -3.19 | 18.65 | 10.24 | 18.48 | 28.72 | -15.12 | -8.63 |
| Sharpe Ratio | NA | 1.01 | 0.43 | 0.91 | 0.24 | NA | NA | … | … | 0.70 | 0.85 | -0.21 | 0.37 | 4.08 | 0.77 | -0.16 | 1.00 | 1.20 | -0.81 | -0.43 | 1.48 | 0.74 | 1.55 | 2.00 | -0.79 | -1.11 |
| Standard Deviation(%) | NA | 14.63 | 15.15 | 14.30 | 22.73 | NA | NA | … | … | 11.25 | 17.86 | 15.23 | 12.04 | 10.83 | 14.58 | 27.37 | 18.95 | 30.34 | 42.49 | 14.36 | 10.42 | 10.95 | 11.29 | 13.98 | 20.47 | 19.40 |
| Draw Down(%) | NA | 10.40 | 22.59 | 22.59 | 58.25 | NA | NA | … | … | 6.87 | 14.29 | 14.11 | 9.72 | 4.11 | 12.05 | 27.25 | 16.87 | 29.29 | 49.70 | 15.03 | 9.12 | 6.36 | 7.74 | 12.20 | 30.13 | 16.19 |
| Yield(%) | 0.00 | 3.65 | 9.19 | 9.74 | 5.06 | 7.29 | 5.19 | … | … | 0.00 | 3.82 | 18.71 | 6.45 | 8.62 | 0.24 | 0.17 | 0.00 | 0.02 | 0.07 | 9.96 | 5.68 | 39.11 | 1.07 | 0.94 | 0.20 | 0.51 |
Data as of 05/26/2017, Common starting date is 07/30/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OVEBX (STERLING CAPITAL MID VALUE FUND B CLASS) |
-15.73%
Feb 2006 – Feb 2009 |
-4.87%
Feb 2004 – Feb 2009 |
4.31%
Sep 2001 – Sep 2011 |
7.06%
Aug 2001 – Aug 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OVEBX (STERLING CAPITAL MID VALUE FUND B CLASS) |
28.10%
Feb 2009 – Feb 2012 |
24.62%
Feb 2009 – Feb 2014 |
10.34%
Mar 2003 – Mar 2013 |
8.37%
Feb 2002 – Feb 2017 |
Annualized Rolling Returns Comparison Chart