Sterling Capital Funds - Sterling Capital Strategic Allocation Balanced Fund (BCGTX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Performance overview
Morningstar return rating★★
Year-to-date return5.23%
5-year average return5.32%
Number of years up17
Number of years down6
Best 1-yr total return (3 Feb 2019)21.80%
Worst 1-yr total return (3 Feb 2019)-25.51%
Best 3-yr total return21.80%
Worst 3-yr total return-4.94%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
ReturnBCGTXCategory
YTD1.66%9.69%
1-month2.51%0.91%
3-month9.90%5.21%
1-year5.16%27.06%
3-year3.19%11.00%
5-year5.43%10.26%
10-year0.00%8.34%
Last bull market14.12%15.58%
Last bear market-14.91%-12.16%
Annual total return (%) history
YearBCGTXCategory
2020N/A11.72%
201916.26%19.23%
2018-6.97%-5.76%
201715.14%13.21%
20165.60%7.34%
2015-0.48%-1.93%
20147.35%6.21%
201312.39%16.48%
201211.46%11.72%
2011-3.28%-0.11%
201014.02%11.83%
200921.80%24.13%
2008-25.51%-28.00%
20072.97%5.99%
200611.99%11.29%
20054.90%5.13%
20048.76%8.86%
200318.09%20.35%
2002-12.92%-12.02%
2001-6.98%-5.05%
20000.28%1.82%
199910.61%10.71%
199812.47%13.52%
Past quarterly returns (%)
YearQ1Q2Q3Q4
2020-17.29%11.40%4.07%N/A
20197.53%2.64%0.58%4.73%
2018-1.33%-0.16%2.26%-7.66%
20174.06%2.78%4.17%3.35%
20160.40%0.58%4.26%0.30%
20152.64%0.41%-5.19%1.85%
20142.66%4.40%-0.57%0.74%
20134.16%0.64%2.60%4.50%
20127.53%-2.38%4.51%1.60%
20113.82%0.02%-12.63%6.60%
20103.78%-7.04%10.58%6.88%
2009-6.87%11.72%13.00%3.60%
2008-6.02%-1.90%-7.70%-12.47%
20070.88%3.88%1.04%-2.75%
20063.67%-1.31%3.66%5.59%
2005-0.82%1.95%2.51%1.20%
20042.15%-0.01%-0.29%6.79%
2003-3.16%10.73%1.85%8.12%
20020.06%-5.63%-10.39%2.91%
2001-8.06%2.98%-7.08%5.72%
20002.57%-0.36%0.16%-2.04%
1999-0.95%5.40%-2.84%9.05%
19987.04%-0.52%-5.47%11.74%
Rank in category (by total return)
YTD92
1-month55
3-month68
1-year92
3-year90
5-year90
Load adjusted returns
1-year4.20%
3-year4.06%
5-year6.50%
10-year5.90%
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