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Sterling Capital Behav Lg Cp Val Eq C (BCVCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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26.49+0.09 (+0.34%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return9.91%
5-Year Average Return9.55%
Number of Years Up14
Number of Years Down8
Best 1 Yr Total Return (Jun 26, 2024)29.88%
Worst 1 Yr Total Return (Jun 26, 2024)N/A
Best 3-Yr Total Return29.88%
Worst 3-Yr Total Return0.98%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBCVCXCategory
YTD11.60%4.44%
1-Month3.23%-4.04%
3-Month4.55%4.09%
1-Year30.38%14.37%
3-Year6.85%6.04%
5-Year11.11%9.20%
10-Year7.61%8.57%
Last Bull Market29.32%22.97%
Last Bear Market-12.16%-11.27%

Annual Total Return (%) History

Year
BCVCXCategory
2024
N/AN/A
2023
11.34%11.63%
2022
-6.42%-5.90%
2021
29.88%26.22%
2020
-2.57%2.91%
2019
19.03%25.04%
2018
-11.22%-8.53%
2017
17.61%15.94%
2016
9.58%14.81%
2015
-3.07%-4.05%
2014
14.97%10.21%
2013
25.85%31.21%
2012
13.39%14.57%
2011
-4.79%-0.75%
2010
10.65%13.66%
2009
18.11%24.13%
2008
-37.75%-37.09%
2007
-6.96%1.42%
2006
20.26%18.15%
2005
6.65%5.95%
2004
11.42%12.97%
2003
22.80%28.44%
2002
-20.38%-18.69%
2001
N/A-4.99%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202413.80%N/AN/AN/A
2023-0.35%3.91%-1.42%9.08%
20220.10%-12.16%-6.00%13.22%
202114.53%5.89%-1.08%8.27%
2020-26.79%12.89%3.56%13.84%
20198.51%1.70%2.35%5.38%
2018-1.86%0.39%5.00%-14.19%
20173.71%1.02%5.48%6.43%
2016-1.06%1.41%2.27%6.78%
20150.47%-0.17%-8.07%5.12%
20144.80%4.14%0.68%4.63%
20136.84%1.09%4.87%11.12%
201212.36%-3.28%6.57%-2.10%
20114.25%-2.03%-16.64%11.82%
20105.14%-13.60%10.01%10.73%
2009-12.52%9.57%17.54%4.82%
2008-9.62%-8.91%-4.91%-20.49%
2007-1.51%6.59%-0.88%-10.60%
20065.76%-0.16%6.05%7.39%
20050.21%1.35%3.68%1.28%
20041.63%1.15%0.32%8.05%
2003-5.60%14.88%0.04%13.19%
20022.94%-10.27%-19.87%7.58%
20014.94%-6.30%6.61%N/A

Rank In Category (By Total Return)

YTD8
1-Month42
3-Month35
1-Year7
3-Year40
5-Year57

Load Adjusted Returns

1-Year29.38%
3-Year6.85%
5-Year11.11%
10-Year7.61%