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Sterling Capital Equity Income C (BCEGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.83-0.13 (-0.48%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.71%
5-year average return10.79%
Number of years up15
Number of years down4
Best 1-yr total return (24 Jun 2024)26.77%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return26.77%
Worst 3-yr total return4.32%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBCEGXCategory
YTD4.56%4.44%
1-month1.93%-4.04%
3-month1.60%4.09%
1-year20.38%14.37%
3-year6.69%6.04%
5-year11.90%9.20%
10-year9.35%8.57%
Last bull market23.58%22.97%
Last bear market-8.26%-11.27%

Annual total return (%) history

Year
BCEGXCategory
2024
N/AN/A
2023
11.28%11.63%
2022
-4.12%-5.90%
2021
26.77%26.22%
2020
7.56%2.91%
2019
24.06%25.04%
2018
-1.64%-8.53%
2017
19.72%15.94%
2016
14.54%14.81%
2015
-3.88%-4.05%
2014
3.13%10.21%
2013
22.86%31.21%
2012
9.01%14.57%
2011
7.16%-0.75%
2010
15.21%13.66%
2009
21.97%24.13%
2008
-26.43%-37.09%
2007
8.78%1.42%
2006
20.96%18.15%
2005
9.81%5.95%
2004
N/A12.97%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.81%N/AN/AN/A
2023-0.49%2.02%-2.08%11.95%
2022-1.43%-8.26%-5.65%12.37%
20218.05%7.04%0.09%9.51%
2020-25.43%18.70%5.66%15.02%
20199.91%3.97%2.41%6.01%
2018-3.36%3.39%6.99%-8.00%
20173.71%2.93%4.79%7.02%
20163.66%1.67%5.40%3.12%
20150.99%1.48%-8.33%2.32%
2014-0.44%5.11%-2.64%1.22%
201310.73%2.85%0.86%6.96%
20126.28%-1.95%4.33%0.27%
20114.25%1.20%-9.15%11.79%
20105.22%-8.84%12.74%6.54%
2009-8.73%13.08%10.53%6.92%
2008-3.29%-0.42%-7.19%-17.69%
20073.73%5.34%2.36%-2.74%
20065.31%2.63%4.38%7.23%
20050.96%3.76%2.95%1.81%
20043.68%10.09%N/AN/A

Rank in category (by total return)

YTD89
1-month91
3-month92
1-year68
3-year43
5-year40

Load adjusted returns

1-year19.38%
3-year6.69%
5-year11.90%
10-year9.35%