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Sterling Capital Equity Income Fund Class R (BAERX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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28.37-0.02 (-0.07%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★★★★
Year-to-date return5.99%
5-year average return9.20%
Number of years up8
Number of years down2
Best 1-yr total return (3 Feb 2019)24.70%
Worst 1-yr total return (3 Feb 2019)-3.48%
Best 3-yr total return24.70%
Worst 3-yr total return4.84%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBAERXCategory
YTD25.04%4.44%
1-month3.58%-4.04%
3-month4.38%4.09%
1-year31.02%14.37%
3-year16.50%6.04%
5-year14.82%9.20%
10-year12.27%8.57%
Last bull market19.27%22.97%
Last bear market-10.31%-11.27%

Annual total return (%) history

Year
BAERXCategory
2021
N/A26.22%
2020
8.10%2.91%
2019
24.70%25.04%
2018
-1.14%-8.53%
2017
20.32%15.94%
2016
15.16%14.81%
2015
-3.48%-4.05%
2014
3.66%10.21%
2013
23.50%31.21%
2012
9.58%14.57%
2011
7.90%-0.75%
2010
N/A13.66%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20218.15%7.18%N/AN/A
2020-25.34%18.88%5.75%15.17%
201910.02%4.09%2.60%6.12%
2018-3.25%3.57%7.11%-7.89%
20173.89%3.02%4.93%7.13%
20163.82%1.84%5.48%3.26%
20151.06%1.61%-8.18%2.38%
2014-0.33%5.21%-2.51%1.39%
201310.86%2.98%0.98%7.13%
20126.39%-1.78%4.51%0.35%
20114.61%1.30%-9.01%11.90%
2010-8.58%12.95%6.54%N/A

Rank in category (by total return)

YTD49
1-month40
3-month13
1-year54
3-year11
5-year9

Load adjusted returns

1-year33.81%
3-year12.99%
5-year13.98%
10-year12.51%