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Sterling Capital Equity Income Fund (BAEIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
25.37+0.36 (+1.44%)
At close: 06:45PM EDT
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Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-1.73%
5-Year Average Return10.95%
Number of Years Up14
Number of Years Down4
Best 1 Yr Total Return (Mar 29, 2023)27.70%
Worst 1 Yr Total Return (Mar 29, 2023)N/A
Best 3-Yr Total Return27.70%
Worst 3-Yr Total Return1.87%

Trailing Returns (%) Vs. Benchmarks

ReturnBAEIXCategory
YTD-1.73%17.52%
1-Month-1.19%-0.87%
3-Month-1.73%5.51%
1-Year-4.96%42.88%
3-Year19.92%11.93%
5-Year10.95%12.07%
10-Year9.79%10.95%
Last Bull Market42.30%23.18%
Last Bear Market-8.11%-17.87%

Annual Total Return (%) History

Year
BAEIXCategory
2022
-3.38%N/A
2021
27.70%N/A
2020
8.35%2.91%
2019
25.04%25.04%
2018
-0.92%-8.53%
2017
20.64%15.94%
2016
15.39%14.81%
2015
-3.18%-4.05%
2014
3.91%10.21%
2013
23.77%31.21%
2012
9.93%14.57%
2011
7.95%-0.75%
2010
16.01%13.66%
2009
22.92%24.13%
2008
-25.87%-37.09%
2007
9.58%1.42%
2006
21.83%18.15%
2005
10.70%5.95%
2004
N/A12.97%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2022-1.25%-8.11%-5.43%12.59%
20218.22%7.23%0.30%9.71%
2020-25.31%18.92%5.88%15.22%
201910.12%4.12%2.65%6.24%
2018-3.20%3.61%7.19%-7.84%
20173.96%3.05%5.01%7.24%
20163.85%1.84%5.64%3.28%
20151.15%1.65%-8.12%2.48%
2014-0.27%5.31%-2.47%1.45%
201310.90%3.07%1.05%7.16%
20126.55%-1.78%4.57%0.45%
20114.54%1.38%-8.98%11.91%
20105.34%-8.55%12.86%6.70%
2009-8.54%13.32%10.76%7.08%
2008-3.12%-0.17%-7.06%-17.53%
20073.89%5.57%2.60%-2.62%
20065.48%2.81%4.63%7.38%
20051.22%3.93%3.12%2.05%
20043.90%10.22%N/AN/A

Rank In Category (By Total Return)

YTD80
1-Month60
3-Month85
1-Year24
3-Year17
5-Year4

Load Adjusted Returns

1-Year-5.74%
3-Year12.50%
5-Year9.21%
10-Year9.69%
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