Sterling Capital VA Interm Tax-Free I (BVATX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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Performance Overview
Morningstar Return RatingN/A1
Year-to-Date Return-1.54%
5-Year Average Return0.68%
Number of Years Up20
Number of Years Down4
Best 1 Yr Total Return (Apr 30, 2024)8.19%
Worst 1 Yr Total Return (Apr 30, 2024)N/A
Best 3-Yr Total Return8.19%
Worst 3-Yr Total Return-0.87%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
ReturnBVATXCategory
YTD-0.58%0.46%
1-Month-0.25%0.14%
3-Month-0.58%1.06%
1-Year1.23%2.50%
3-Year-0.70%3.78%
5-Year0.93%2.16%
10-Year1.62%3.15%
Last Bull Market0.79%4.22%
Last Bear Market-1.33%4.64%
Annual Total Return (%) History
YearBVATXCategory
2024N/AN/A
20233.80%N/A
2022-5.60%N/A
2021-0.60%N/A
20204.28%3.92%
20196.13%5.69%
20180.78%0.66%
20173.28%3.59%
2016-0.52%-0.28%
20152.40%2.36%
20145.22%6.85%
2013-2.23%-2.82%
20123.87%4.75%
20118.19%8.90%
20102.42%1.65%
20097.79%11.29%
20084.74%-2.81%
20074.33%2.05%
20063.79%3.77%
20051.54%2.08%
20042.26%2.88%
20033.53%4.03%
20029.02%8.12%
20014.62%4.37%
20009.87%9.62%
1999N/A-2.66%
Past Quarterly Returns (%)
YearQ1Q2Q3Q4
2024-0.58%N/AN/AN/A
20231.94%-1.00%-2.91%5.94%
2022-5.08%-1.33%-2.51%3.39%
2021-1.09%0.64%-0.46%0.31%
20200.25%2.66%0.68%0.65%
20192.31%1.90%1.36%0.43%
2018-1.09%0.47%-0.13%1.55%
20171.32%1.50%0.56%-0.13%
20161.57%1.71%-0.28%-3.44%
20150.83%-0.82%1.52%0.86%
20141.77%1.75%0.90%0.71%
20130.21%-3.31%0.74%0.16%
20120.38%1.52%1.82%0.12%
20110.65%2.97%2.31%2.04%
20100.59%1.96%2.69%-2.76%
20092.87%0.92%4.50%-0.64%
20081.15%-0.20%-0.72%4.52%
20070.71%-0.60%2.27%1.90%
2006-0.24%-0.03%3.23%0.82%
2005-1.08%2.50%-0.39%0.54%
20040.99%-2.03%2.69%0.65%
20030.64%2.08%0.10%0.68%
20020.58%3.85%3.88%0.46%
20012.56%0.35%2.64%-0.96%
20002.33%1.18%2.17%3.86%
1999-0.32%-0.42%N/AN/A
Rank In Category (By Total Return)
YTD84
1-Month90
3-Month84
1-Year85
3-Year36
5-Year43
Load Adjusted Returns
1-Year1.23%
3-Year-0.70%
5-Year0.93%
10-Year1.62%
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