Nasdaq - Delayed Quote USD

Sterling Capital Behav Lg Cp Val Eq Intl (BBISX)

27.65 -0.19 (-0.68%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 10.39%
5y Average Return 10.62%
Number of Years Up 21
Number of Years Down 10
Best 1Y Total Return (Apr 23, 2024) 31.07%
Worst 1Y Total Return (Apr 23, 2024) --
Best 3Y Total Return 31.07%
Worst 3Y Total Return 1.98%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BBISX
Category
YTD
14.12%
17.52%
1-Month
6.76%
-0.87%
3-Month
14.12%
5.51%
1-Year
28.45%
42.88%
3-Year
11.48%
11.93%
5-Year
11.58%
12.07%
10-Year
9.15%
10.95%
Last Bull Market
44.88%
23.18%
Last Bear Market
-11.94%
-17.87%

Annual Total Return (%) History

Year
BBISX
Category
2024
--
--
2023
12.48%
--
2022
-5.48%
--
2021
31.07%
--
2020
-1.59%
2.91%
2019
20.17%
25.04%
2018
-10.31%
-8.53%
2017
18.82%
15.94%

2016
10.69%
14.81%
2015
-2.08%
-4.05%
2014
16.09%
10.21%
2013
27.01%
31.21%
2012
14.52%
14.57%
2011
-3.73%
-0.75%
2010
11.69%
13.66%
2009
19.35%
24.13%
2008
-37.14%
-37.09%
2007
-5.97%
1.42%
2006
21.46%
18.15%
2005
7.71%
5.95%
2004
12.56%
12.97%
2003
24.02%
28.44%
2002
-19.53%
-18.69%
2001
0.45%
-4.99%
2000
6.35%
7.87%
1999
-2.18%
6.72%
1998
13.10%
12.00%
1997
33.15%
26.61%
1996
22.17%
20.08%
1995
31.92%
32.39%
1994
-0.30%
-0.70%
1993
10.47%
13.61%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 14.12% -- -- --
2023 -0.07% 4.19% -1.20% 9.35%
2022 0.38% -11.94% -5.79% 13.50%
2021 14.78% 6.14% -0.86% 8.52%
2020 -26.64% 13.16% 3.83% 14.18%
2019 8.73% 1.94% 2.64% 5.63%
2018 -1.62% 0.63% 5.25% -13.93%
2017 3.96% 1.29% 5.75% 6.71%
2016 -0.82% 1.71% 2.51% 7.03%
2015 0.81% 0.02% -7.82% 5.35%

2014 5.10% 4.36% 0.95% 4.84%
2013 7.02% 1.38% 5.13% 11.34%
2012 12.61% -3.04% 6.88% -1.87%
2011 4.55% -1.76% -16.43% 12.15%
2010 5.39% -13.44% 10.32% 10.98%
2009 -12.32% 9.98% 17.83% 5.04%
2008 -9.42% -8.68% -4.66% -20.29%
2007 -1.21% 6.81% -0.61% -10.34%
2006 6.08% 0.04% 6.33% 7.64%
2005 0.49% 1.54% 3.94% 1.55%
2004 1.90% 1.38% 0.56% 8.35%
2003 -5.39% 15.15% 0.34% 13.45%
2002 3.22% -10.06% -19.69% 7.93%
2001 -4.85% 5.19% -6.08% 6.86%
2000 -0.82% -0.96% 5.50% 2.62%
1999 -5.06% 13.22% -10.97% 2.22%
1998 9.29% -3.30% -8.47% 16.92%
1997 1.85% 15.31% 9.29% 3.74%
1996 4.73% 4.23% 3.99% 7.62%
1995 9.65% 6.90% 5.32% 6.86%
1994 -2.15% -0.61% 4.72% -2.10%
1993 3.72% 0.85% 3.84% 1.69%

Rank in Category (By Total Return)

YTD 2
1-Month 7
3-Month 2
1-Year 9
3-Year 11
5-Year 36

Load Adjusted Returns

1-Year 28.45%
3-Year 11.48%
5-Year 11.58%
10-Year 9.15%

Performance & Risk

YTD Return 10.39%
5y Average Return 10.62%
Rank in Category (ytd) 2
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.84
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Sterling Capital Funds
Net Assets 36.15M
YTD Return 14.12%
Yield 1.63%
Morningstar Rating
Inception Date Feb 01, 2001

Fund Summary

The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in the equity securities of large companies. Large companies are defined as companies with market capitalizations within the range of those companies in the Standard & Poor's 500® Index at the time of purchase.

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