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Sterling Capital Behavioral Large Cap Value Equity Fund (BBISX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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27.88+0.05 (+0.18%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return11.07%
5-Year Average Return10.18%
Number of Years Up21
Number of Years Down10
Best 1 Yr Total Return (Jul 2, 2024)31.07%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return31.07%
Worst 3-Yr Total Return1.98%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBBISXCategory
YTD10.83%4.44%
1-Month-1.13%-4.04%
3-Month-2.88%4.09%
1-Year19.74%14.37%
3-Year8.23%6.04%
5-Year10.51%9.20%
10-Year8.36%8.57%
Last Bull Market29.87%22.97%
Last Bear Market-11.94%-11.27%

Annual Total Return (%) History

Year
BBISXCategory
2024
N/AN/A
2023
12.48%11.63%
2022
-5.48%-5.90%
2021
31.07%26.22%
2020
-1.59%2.91%
2019
20.17%25.04%
2018
-10.31%-8.53%
2017
18.82%15.94%
2016
10.69%14.81%
2015
-2.08%-4.05%
2014
16.09%10.21%
2013
27.01%31.21%
2012
14.52%14.57%
2011
-3.73%-0.75%
2010
11.69%13.66%
2009
19.35%24.13%
2008
-37.14%-37.09%
2007
-5.97%1.42%
2006
21.46%18.15%
2005
7.71%5.95%
2004
12.56%12.97%
2003
24.02%28.44%
2002
-19.53%-18.69%
2001
0.45%-4.99%
2000
6.35%7.87%
1999
-2.18%6.72%
1998
13.10%12.00%
1997
33.15%26.61%
1996
22.17%20.08%
1995
31.92%32.39%
1994
-0.30%-0.70%
1993
10.47%N/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202414.12%-2.88%N/AN/A
2023-0.07%4.19%-1.20%9.35%
20220.38%-11.94%-5.79%13.50%
202114.78%6.14%-0.86%8.52%
2020-26.64%13.16%3.83%14.18%
20198.73%1.94%2.64%5.63%
2018-1.62%0.63%5.25%-13.93%
20173.96%1.29%5.75%6.71%
2016-0.82%1.71%2.51%7.03%
20150.81%0.02%-7.82%5.35%
20145.10%4.36%0.95%4.84%
20137.02%1.38%5.13%11.34%
201212.61%-3.04%6.88%-1.87%
20114.55%-1.76%-16.43%12.15%
20105.39%-13.44%10.32%10.98%
2009-12.32%9.98%17.83%5.04%
2008-9.42%-8.68%-4.66%-20.29%
2007-1.21%6.81%-0.61%-10.34%
20066.08%0.04%6.33%7.64%
20050.49%1.54%3.94%1.55%
20041.90%1.38%0.56%8.35%
2003-5.39%15.15%0.34%13.45%
20023.22%-10.06%-19.69%7.93%
2001-4.85%5.19%-6.08%6.86%
2000-0.82%-0.96%5.50%2.62%
1999-5.06%13.22%-10.97%2.22%
19989.29%-3.30%-8.47%16.92%
19971.85%15.31%9.29%3.74%
19964.73%4.23%3.99%7.62%
19959.65%6.90%5.32%6.86%
1994-2.15%-0.61%4.72%-2.10%
19933.72%0.85%3.84%1.69%

Rank In Category (By Total Return)

YTD11
1-Month74
3-Month78
1-Year14
3-Year22
5-Year37

Load Adjusted Returns

1-Year19.74%
3-Year8.23%
5-Year10.51%
10-Year8.36%