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Nasdaq - Delayed Quote USD

Sterling Capital Behavioral Large Cap Value Equity Fund (BBISX)

29.33
+1.79
+(6.50%)
At close: 8:03:52 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -8.02%
5y Average Return 14.26%
Number of Years Up 22
Number of Years Down 10
Best 1Y Total Return (Apr 8, 2025) 31.07%
Worst 1Y Total Return (Apr 8, 2025) --
Best 3Y Total Return 31.07%
Worst 3Y Total Return 1.98%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BBISX
Category
YTD
3.57%
4.44%
1-Month
-2.97%
-4.04%
3-Month
3.57%
4.09%
1-Year
9.75%
14.37%
3-Year
9.88%
6.04%
5-Year
18.55%
9.20%
10-Year
8.99%
8.57%
Last Bull Market
19.14%
22.97%
Last Bear Market
-11.94%
-11.27%

Annual Total Return (%) History

Year
BBISX
Category
2025
--
--
2024
20.93%
--
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%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 3.57% -- -- --
2024 14.12% -2.88% 8.75% 0.33%
2023 -0.07% 4.19% -1.20% 9.35%
2022 0.38% -11.94% -5.79% 13.50%
2021 14.78% 6.14% -0.86% 8.52%
2020 -26.64% 13.16% 3.83% 14.18%
2019 8.73% 1.94% 2.64% 5.63%
2018 -1.62% 0.63% 5.25% -13.93%
2017 3.96% 1.29% 5.75% 6.71%
2016 -0.82% 1.71% 2.51% 7.03%

2015 0.81% 0.02% -7.82% 5.35%
2014 5.10% 4.36% 0.95% 4.84%
2013 7.02% 1.38% 5.13% 11.34%
2012 12.61% -3.04% 6.88% -1.87%
2011 4.55% -1.76% -16.43% 12.15%
2010 5.39% -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%
2006 6.08% 0.04% 6.33% 7.64%
2005 0.49% 1.54% 3.94% 1.55%
2004 1.90% 1.38% 0.56% 8.35%
2003 -5.39% 15.15% 0.34% 13.45%
2002 3.22% -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%
1998 9.29% -3.30% -8.47% 16.92%
1997 1.85% 15.31% 9.29% 3.74%
1996 4.73% 4.23% 3.99% 7.62%
1995 9.65% 6.90% 5.32% 6.86%
1994 -2.15% -0.61% 4.72% -2.10%
1993 3.72% 0.85% 3.84% 1.69%

Rank in Category (By Total Return)

YTD 18
1-Month 51
3-Month 18
1-Year 17
3-Year 6
5-Year 19

Load Adjusted Returns

1-Year 9.75%
3-Year 9.88%
5-Year 18.55%
10-Year 8.99%

Performance & Risk

YTD Return -8.02%
5y Average Return 14.26%
Rank in Category (ytd) 18
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.90
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Sterling Capital Funds
Net Assets 37.27M
YTD Return 3.57%
Yield 1.76%
Morningstar Rating
Inception Date Feb 01, 2018

Fund Summary

The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in the equity securities of large companies. Large companies are defined as companies with market capitalizations within the range of those companies in the Standard & Poor's 500® Index at the time of purchase.

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