Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BGVAX (STERLING CAPITAL INTERMEDIATE US GOVERNMENT FUND A CLASS) | -0.04% | 4.01% | 3.89% | 0.33% | 1.00% | 1.29% | 2.34% | … | … |
Data as of 06/11/2026, Common starting date is 10/09/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGVAX (STERLING CAPITAL INTERMEDIATE US GOVERNMENT FUND A CLASS) | 10/09/1992 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.11 | 4.01 | 3.89 | 0.33 | 1.00 | 1.29 | 2.34 | … | … | -0.04 | 6.89 | 2.02 | 4.35 | -9.62 | -2.02 | 4.97 | 5.15 | 0.41 | 1.24 | 0.45 | 0.05 | 3.44 | -2.47 | 2.12 | 6.01 | 3.42 | 2.94 | 7.95 | 6.77 | 3.96 | 1.66 | 2.11 | 2.02 | 10.43 | 6.26 | 11.78 | -7.27 | 2.90 | 2.56 | -4.13 | 11.03 | -10.02 | 3.25 | -1.40 |
| Sharpe Ratio | NA | 0.30 | 0.09 | -0.48 | -0.18 | NA | NA | … | … | -1.08 | 1.04 | -0.37 | 0.12 | -1.90 | -0.84 | 1.60 | 1.26 | -0.41 | 0.28 | 0.09 | 0.01 | 1.58 | -0.86 | 0.87 | 1.70 | 0.92 | 0.71 | 1.04 | 0.99 | 0.17 | -0.21 | 0.33 | 0.25 | 2.00 | 0.71 | 1.72 | -2.80 | -0.12 | -0.25 | -1.61 | 1.57 | -2.72 | 0.26 | -1.86 |
| Standard Deviation(%) | NA | 3.36 | 4.34 | 4.73 | 3.81 | NA | NA | … | … | 3.61 | 3.85 | 4.32 | 5.92 | 5.82 | 2.43 | 2.93 | 2.92 | 2.37 | 2.11 | 2.56 | 2.55 | 2.16 | 2.91 | 2.39 | 3.51 | 3.61 | 3.99 | 6.67 | 3.68 | 3.27 | 2.86 | 3.36 | 5.23 | 4.65 | 5.49 | 4.39 | 3.81 | 4.80 | 4.42 | 4.79 | 4.47 | 4.81 | 4.13 | 4.47 |
| Draw Down(%) | NA | 2.65 | 4.37 | 14.05 | 14.43 | NA | NA | … | … | 2.65 | 2.04 | 3.35 | 5.64 | 12.57 | 2.65 | 3.43 | 1.70 | 2.34 | 1.55 | 3.86 | 1.86 | 0.78 | 4.21 | 1.26 | 1.89 | 3.90 | 2.04 | 3.93 | 2.45 | 2.34 | 2.29 | 3.93 | 4.29 | 2.69 | 4.89 | 3.24 | 7.77 | 4.86 | 3.57 | 6.86 | 2.90 | 10.99 | 3.05 | 2.50 |
| Yield(%) | 0.00 | 2.38 | 2.77 | 2.27 | 2.24 | 2.27 | 2.82 | … | … | 0.86 | 2.62 | 3.26 | 2.51 | 2.02 | 2.34 | 2.30 | 2.61 | 2.61 | 2.15 | 1.88 | 1.81 | 2.91 | 2.69 | 2.85 | 2.88 | 3.14 | 3.10 | 4.16 | 4.26 | 4.24 | 3.89 | 3.72 | 4.65 | 5.69 | 5.01 | 5.63 | 0.41 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/11/2026, Common starting date is 10/09/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGVAX (STERLING CAPITAL INTERMEDIATE US GOVERNMENT FUND A CLASS) |
-4.33%
Oct 2020 – Oct 2023 |
-0.85%
Oct 2017 – Oct 2022 |
-0.17%
Oct 2012 – Oct 2022 |
1.09%
Apr 2009 – Apr 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGVAX (STERLING CAPITAL INTERMEDIATE US GOVERNMENT FUND A CLASS) |
9.91%
May 2000 – May 2003 |
6.63%
Jan 2000 – Jan 2005 |
5.70%
Jan 2000 – Jan 2010 |
4.65%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart