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Sterling Capital Behav Lg Cp Val Eq A (BBTGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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28.04+0.46 (+1.67%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.97%
5-year average return11.93%
Number of years up21
Number of years down10
Best 1-yr total return (30 May 2024)30.78%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return30.78%
Worst 3-yr total return1.75%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBBTGXCategory
YTD8.38%4.44%
1-month-4.94%-4.04%
3-month6.27%4.09%
1-year21.71%14.37%
3-year7.78%6.04%
5-year9.80%9.20%
10-year8.29%8.57%
Last bull market29.74%22.97%
Last bear market-12.05%-11.27%

Annual total return (%) history

Year
BBTGXCategory
2024
N/AN/A
2023
12.21%11.63%
2022
-5.73%-5.90%
2021
30.78%26.22%
2020
-1.82%2.91%
2019
19.88%25.04%
2018
-10.51%-8.53%
2017
18.46%15.94%
2016
10.41%14.81%
2015
-2.34%-4.05%
2014
15.82%10.21%
2013
26.77%31.21%
2012
14.23%14.57%
2011
-4.08%-0.75%
2010
11.47%13.66%
2009
19.03%24.13%
2008
-37.28%-37.09%
2007
-6.25%1.42%
2006
21.16%18.15%
2005
7.47%5.95%
2004
12.24%12.97%
2003
23.76%28.44%
2002
-19.72%-18.69%
2001
0.20%-4.99%
2000
6.10%7.87%
1999
-2.47%6.72%
1998
12.85%12.00%
1997
32.83%26.61%
1996
21.81%20.08%
1995
31.68%32.39%
1994
-0.54%-0.70%
1993
10.10%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202414.01%N/AN/AN/A
2023-0.13%4.11%-1.28%9.31%
20220.33%-12.05%-5.81%13.42%
202114.68%6.10%-0.91%8.48%
2020-26.66%13.10%3.72%14.12%
20198.67%1.88%2.54%5.60%
2018-1.64%0.57%5.16%-13.98%
20173.87%1.23%5.71%6.58%
2016-0.88%1.60%2.45%7.01%
20150.70%-0.04%-7.87%5.31%
20145.01%4.32%0.89%4.80%
20137.00%1.32%5.09%11.26%
201212.62%-3.11%6.76%-1.95%
20114.43%-1.84%-16.49%12.04%
20105.27%-13.39%10.19%10.96%
2009-12.32%9.69%17.87%4.99%
2008-9.44%-8.78%-4.73%-20.31%
2007-1.33%6.79%-0.73%-10.38%
20065.97%0.03%6.23%7.60%
20050.38%1.53%3.89%1.50%
20041.85%1.32%0.50%8.24%
2003-5.39%15.10%0.21%13.41%
20023.17%-10.09%-19.77%7.88%
2001-4.86%5.07%-6.09%6.74%
2000-0.83%-1.02%5.45%2.51%
1999-5.13%13.12%-11.00%2.12%
19989.25%-3.37%-8.54%16.89%
19971.79%15.20%9.25%3.68%
19964.60%4.18%3.94%7.55%
19959.60%6.87%5.26%6.81%
1994-2.12%-0.76%4.66%-2.16%
19933.50%0.73%3.91%1.64%

Rank in category (by total return)

YTD6
1-month84
3-month11
1-year9
3-year20
5-year36

Load adjusted returns

1-year14.71%
3-year5.67%
5-year8.51%
10-year7.65%