Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPSBX (STERLING CAPITAL BEHAVIORAL SMALL CAP VALUE EQUITY FUND CLASS B) | NA | 18.64% | 5.88% | 11.82% | NA | NA | NA | … | … |
Data as of 05/26/2017, Common starting date is 02/02/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPSBX (STERLING CAPITAL BEHAVIORAL SMALL CAP VALUE EQUITY FUND CLASS B) | 02/02/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.67 | 18.64 | 5.88 | 11.82 | NA | NA | NA | … | … | -3.01 | 22.67 | -3.57 | 3.89 | 36.86 | 11.28 | -9.87 | 22.63 |
| Sharpe Ratio | NA | 1.20 | 0.40 | 0.79 | NA | NA | NA | … | … | -0.55 | 1.32 | -0.24 | 0.28 | 2.71 | 0.70 | -0.33 | 1.12 |
| Standard Deviation(%) | NA | 15.30 | 15.29 | 15.06 | NA | NA | NA | … | … | 14.24 | 16.91 | 15.01 | 14.03 | 13.57 | 16.25 | 30.12 | 22.13 |
| Draw Down(%) | NA | 8.14 | 19.00 | 19.00 | NA | NA | NA | … | … | 7.16 | 12.34 | 11.80 | 12.05 | 5.75 | 15.89 | 30.46 | 18.30 |
| Yield(%) | 0.00 | 0.23 | 1.27 | 4.65 | 3.36 | 2.24 | 1.68 | … | … | 0.00 | 0.24 | 0.58 | 3.07 | 15.80 | 1.31 | 7.35 | 0.00 |
Data as of 05/26/2017, Common starting date is 02/02/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPSBX (STERLING CAPITAL BEHAVIORAL SMALL CAP VALUE EQUITY FUND CLASS B) |
3.40%
Oct 2013 – Oct 2016 |
4.00%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPSBX (STERLING CAPITAL BEHAVIORAL SMALL CAP VALUE EQUITY FUND CLASS B) |
17.83%
Sep 2011 – Sep 2014 |
13.36%
Dec 2011 – Dec 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart