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Nasdaq - Delayed Quote USD

Sterling Capital Intermediate U.S. Government Fund (BGVAX)

8.80
+0.01
+(0.11%)
At close: 8:00:07 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.24%
5y Average Return -0.32%
Number of Years Up 27
Number of Years Down 5
Best 1Y Total Return (Apr 29, 2025) 5.99%
Worst 1Y Total Return (Apr 29, 2025) --
Best 3Y Total Return 5.99%
Worst 3Y Total Return -2.59%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BGVAX
Category
YTD
2.57%
-1.42%
1-Month
0.32%
0.14%
3-Month
2.57%
0.67%
1-Year
5.05%
-1.19%
3-Year
1.17%
3.89%
5-Year
-0.38%
1.85%
10-Year
0.76%
2.30%
Last Bull Market
5.36%
1.82%
Last Bear Market
-2.53%
4.98%

Annual Total Return (%) History

Year
BGVAX
Category
2025
--
--
2024
2.02%
--
2023
4.36%
--
2022
-9.61%
--
2021
-2.03%
--
2020
4.96%
5.65%
2019
5.15%
5.88%
2018
0.42%
0.51%

2017
1.24%
1.58%
2016
0.45%
0.89%
2015
0.02%
0.49%
2014
3.42%
4.73%
2013
-2.45%
-2.72%
2012
2.12%
2.80%
2011
5.99%
6.70%
2010
3.38%
5.66%
2009
2.93%
4.74%
2008
7.97%
4.76%
2007
6.73%
6.09%
2006
3.97%
3.47%
2005
1.65%
1.91%
2004
2.10%
3.01%
2003
2.01%
1.90%
2002
10.38%
9.23%
2001
6.26%
6.81%
2000
11.78%
10.86%
1999
-2.53%
-1.35%
1998
9.31%
7.49%
1997
8.31%
8.68%
1996
1.44%
2.91%
1995
17.81%
16.45%
1994
-4.24%
-3.79%
1993
9.78%
8.16%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.57% -- -- --
2024 -0.38% 0.59% 4.24% -2.33%
2023 2.01% -0.79% -1.82% 5.04%
2022 -4.68% -2.53% -3.74% 1.08%
2021 -1.83% 0.65% -0.23% -0.61%
2020 3.49% 0.79% 0.42% 0.20%
2019 1.78% 2.12% 1.25% -0.09%
2018 -0.95% -0.27% -0.26% 1.93%
2017 0.60% 0.65% 0.24% -0.25%
2016 2.18% 1.19% -0.19% -2.65%

2015 1.06% -0.81% 0.59% -0.79%
2014 1.20% 1.25% -0.04% 0.98%
2013 -0.09% -2.30% 0.12% -0.19%
2012 0.18% 1.14% 1.08% -0.29%
2011 0.26% 1.77% 2.89% 0.97%
2010 1.46% 2.27% 1.68% -2.02%
2009 0.81% 0.27% 1.95% -0.12%
2008 2.43% -0.93% 0.68% 5.67%
2007 1.35% -0.82% 3.05% 3.04%
2006 -0.66% -0.24% 3.71% 1.17%
2005 -0.36% 2.30% -0.59% 0.31%
2004 2.07% -2.52% 1.96% 0.63%
2003 1.13% 1.53% -0.50% -0.15%
2002 -0.02% 4.09% 5.58% 0.45%
2001 2.39% -0.09% 4.86% -0.94%
2000 2.12% 1.56% 2.75% 4.90%
1999 -1.32% -1.26% 0.47% -0.44%
1998 1.37% 2.18% 5.96% -0.40%
1997 -1.33% 3.31% 3.14% 3.02%
1996 -2.69% 0.09% 1.45% 2.66%
1995 4.58% 6.44% 1.37% 4.41%
1994 -3.24% -1.17% 0.31% -0.18%
1993 4.74% 2.50% 2.69% -0.42%

Rank in Category (By Total Return)

YTD 88
1-Month 26
3-Month 88
1-Year 50
3-Year 13
5-Year 20

Load Adjusted Returns

1-Year 2.95%
3-Year 0.50%
5-Year -0.79%
10-Year 0.56%

Performance & Risk

YTD Return 3.24%
5y Average Return -0.32%
Rank in Category (ytd) 88
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.72
Morningstar Risk Rating

Fund Overview

Category Intermediate Government
Fund Family Sterling Capital Funds
Net Assets 18.91M
YTD Return 2.57%
Yield 3.04%
Morningstar Rating
Inception Date Feb 01, 2001

Fund Summary

The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in bonds issued or guaranteed by the U.S. government or its agencies and instrumentalities ("U.S. government securities"). It invests, under normal market conditions, in U.S. government securities, some of which may be subject to repurchase agreements, or in "high grade" mortgage-backed securities, including collateralized mortgage obligations. The fund will maintain an average duration between 2.5 and 7 years.

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