Nasdaq - Delayed Quote USD
Sterling Capital Short Duration Bond Fund (BBSGX)
8.35
0.00
(0.00%)
At close: 8:04:09 PM EDT
Fund Summary
The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in investment grade fixed income securities (bonds). It will invest in municipal securities, convertible securities, including convertible bonds and preferred stocks, and cash equivalents. The fund may invest up to 15% of its total assets in bonds that are below investment grade, which are commonly referred to as "high yield" or "junk" bonds, and non-dollar denominated foreign and emerging market securities. It will maintain an average duration between 1 and 3 years.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 5.71% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 29 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 1.26% |
| 5y Average Return | 2.63% |
| Rank in Category (ytd) | 74 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.24 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| BBSGX | Category Average | BBSGX | Category Average | BBSGX | Category Average | |
| Alpha | 0.25 | 0.01 | 0.98 | 0.01 | 0.44 | 0 |
| BETA | 0.24 | 0 | 0.27 | 0 | 0.26 | 0 |
| Mean Annual Return | 0.32 | 0 | 0.25 | 0 | 0.19 | 0 |
| R-squared | 83.89 | 0.32 | 69.46 | 0.35 | 56.39 | 0.35 |
| Standard Deviation | 2.12 | 0.03 | 2.1 | 0.02 | 1.83 | 0.02 |
| Sharpe Ratio | -0.32 | 0.01 | 0.1 | 0.01 | 0.19 | 0.01 |
| Treynor Ratio | -2.86 | 0.06 | 0.69 | 0.04 | 1.26 | 0.06 |
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