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Sterling Capital KY Interm Tax-Free I (BKITX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.500.00 (0.00%)
As of 09:00PM EDT. Market open.

Performance overview

Morningstar return rating★★★
Year-to-date return0.90%
5-year average return2.04%
Number of years up15
Number of years down2
Best 1-yr total return (3 Feb 2019)9.49%
Worst 1-yr total return (3 Feb 2019)-1.88%
Best 3-yr total return9.49%
Worst 3-yr total return1.20%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBKITXCategory
YTD-0.25%0.46%
1-month-0.14%0.14%
3-month0.89%1.06%
1-year2.97%2.50%
3-year3.73%3.78%
5-year2.43%2.16%
10-year0.00%3.15%
Last bull market3.94%4.22%
Last bear market4.14%4.64%

Annual total return (%) history

Year
BKITXCategory
2020
N/A3.92%
2019
5.92%5.69%
2018
0.60%0.66%
2017
3.07%3.59%
2016
-0.05%-0.28%
2015
2.21%2.36%
2014
5.03%6.85%
2013
-1.88%-2.82%
2012
4.55%4.75%
2011
8.62%8.90%
2010
3.11%1.65%
2009
9.49%11.29%
2008
2.60%-2.81%
2007
3.79%2.05%
2006
4.26%3.77%
2005
1.39%2.08%
2004
2.34%2.88%
2003
N/A4.03%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20200.26%2.00%1.17%N/A
20192.24%1.81%1.27%0.49%
2018-1.23%0.45%-0.17%1.57%
20171.25%1.45%0.58%-0.24%
20161.39%1.85%-0.06%-3.15%
20150.75%-0.86%1.59%0.72%
20141.53%1.99%0.78%0.65%
20130.41%-3.21%0.75%0.21%
20120.39%1.58%2.01%0.51%
20110.47%3.09%2.55%2.27%
20100.95%1.99%2.92%-2.69%
20093.50%1.55%4.72%-0.52%
20081.32%-0.16%-1.21%2.67%
20070.74%-0.63%2.00%1.64%
2006-0.01%-0.08%3.52%0.80%
2005-1.17%2.44%-0.45%0.59%
20041.38%-2.17%2.69%0.49%
20032.23%0.33%0.75%N/A

Rank in category (by total return)

YTD18
1-month31
3-month63
1-year18
3-year31
5-year45

Load adjusted returns

1-year4.47%
3-year3.64%
5-year2.78%
10-year3.21%