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Sterling Capital Short Duration Bond A (BSGAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.24+0.01 (+0.12%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.58%
5-year average return1.74%
Number of years up28
Number of years down3
Best 1-yr total return (24 Apr 2024)5.32%
Worst 1-yr total return (24 Apr 2024)N/A
Best 3-yr total return5.32%
Worst 3-yr total return0.06%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBSGAXCategory
YTD0.91%0.44%
1-month0.60%0.02%
3-month0.91%0.56%
1-year4.97%2.65%
3-year0.82%3.38%
5-year1.84%2.40%
10-year1.55%2.01%
Last bull market0.96%2.63%
Last bear market-1.40%-0.33%

Annual total return (%) history

Year
BSGAXCategory
2024
N/AN/A
2023
5.32%N/A
2022
-3.41%N/A
2021
-0.25%N/A
2020
3.98%3.81%
2019
4.45%4.72%
2018
1.08%0.92%
2017
1.51%1.73%
2016
1.67%2.08%
2015
0.33%0.19%
2014
0.71%1.07%
2013
0.76%0.45%
2012
3.97%3.67%
2011
1.57%1.66%
2010
1.81%4.11%
2009
2.29%9.30%
2008
4.81%-4.23%
2007
5.60%4.29%
2006
3.71%4.05%
2005
1.18%1.45%
2004
0.83%1.63%
2003
0.91%2.54%
2002
5.67%5.47%
2001
6.51%7.27%
2000
8.04%7.59%
1999
1.26%2.21%
1998
6.66%6.27%
1997
6.11%6.59%
1996
2.80%4.56%
1995
12.45%11.03%
1994
-2.19%-0.65%
1993
6.61%6.97%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.91%N/AN/AN/A
20231.24%0.24%0.85%2.90%
2022-2.32%-1.40%-0.93%1.23%
2021-0.09%0.28%0.02%-0.46%
2020-1.39%3.89%0.77%0.72%
20191.51%1.49%0.77%0.61%
2018-0.42%0.40%0.65%0.46%
20170.58%0.49%0.50%-0.07%
20160.89%1.07%0.25%-0.55%
20150.62%-0.07%0.02%-0.24%
20140.53%0.43%-0.25%-0.00%
20130.36%-0.79%0.77%0.41%
20121.83%0.37%1.35%0.38%
20110.28%1.06%-0.83%1.06%
20100.52%1.01%0.98%-0.71%
20090.79%0.33%0.95%0.21%
20082.16%-0.36%0.51%2.45%
20071.27%0.34%2.04%1.85%
20060.28%0.41%2.01%0.98%
2005-0.39%1.07%0.10%0.41%
20041.08%-1.38%0.97%0.19%
20030.57%0.70%-0.42%0.06%
20020.33%2.17%2.37%0.70%
20012.44%0.88%2.97%0.10%
20000.79%1.52%2.40%3.12%
19990.16%-0.18%0.83%0.45%
19981.19%1.48%3.73%0.14%
1997-0.16%2.27%2.02%1.86%
1996-0.96%0.60%1.32%1.82%
19953.58%4.06%1.19%3.11%
1994-1.75%-0.68%0.54%-0.30%
19932.88%1.64%1.90%0.04%

Rank in category (by total return)

YTD37
1-month42
3-month37
1-year40
3-year32
5-year36

Load adjusted returns

1-year2.87%
3-year0.15%
5-year1.43%
10-year1.34%