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Sterling Capital VA Interm Tax-Free A (BVAAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.000.00 (0.00%)
At close: 06:05PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.63%
5-year average return0.45%
Number of years up20
Number of years down4
Best 1-yr total return (29 Apr 2024)7.83%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return7.83%
Worst 3-yr total return-1.12%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBVAAXCategory
YTD-0.64%0.46%
1-month-0.27%0.14%
3-month-0.64%1.06%
1-year0.98%2.50%
3-year-0.95%3.78%
5-year0.68%2.16%
10-year1.37%3.15%
Last bull market0.67%4.22%
Last bear market-1.40%4.64%

Annual total return (%) history

Year
BVAAXCategory
2024
N/AN/A
2023
3.45%N/A
2022
-5.75%N/A
2021
-0.85%N/A
2020
4.02%3.92%
2019
5.87%5.69%
2018
0.53%0.66%
2017
3.02%3.59%
2016
-0.86%-0.28%
2015
2.23%2.36%
2014
4.95%6.85%
2013
-2.48%-2.82%
2012
3.61%4.75%
2011
7.83%8.90%
2010
2.25%1.65%
2009
7.52%11.29%
2008
4.38%-2.81%
2007
4.16%2.05%
2006
3.53%3.77%
2005
1.30%2.08%
2004
2.02%2.88%
2003
3.46%4.03%
2002
8.90%8.12%
2001
4.49%4.37%
2000
9.75%9.62%
1999
N/A-2.66%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.64%N/AN/AN/A
20231.79%-1.06%-2.97%5.87%
2022-5.14%-1.40%-2.57%3.42%
2021-1.15%0.58%-0.44%0.17%
20200.19%2.59%0.69%0.50%
20192.24%1.84%1.38%0.29%
2018-1.15%0.49%-0.28%1.48%
20171.26%1.53%0.41%-0.19%
20161.42%1.65%-0.34%-3.50%
20150.76%-0.88%1.46%0.88%
20141.71%1.69%0.83%0.64%
20130.15%-3.38%0.68%0.10%
20120.40%1.45%1.75%-0.03%
20110.58%2.82%2.25%1.97%
20100.53%1.90%2.63%-2.74%
20092.81%0.95%4.34%-0.71%
20081.00%-0.18%-0.87%4.45%
20070.74%-0.66%2.20%1.83%
2006-0.30%-0.09%3.16%0.75%
2005-1.05%2.35%-0.45%0.47%
20040.95%-2.15%2.65%0.61%
20030.60%2.04%0.14%0.64%
20020.55%3.83%3.86%0.43%
20012.52%0.33%2.61%-0.99%
20002.29%1.14%2.17%3.83%
19990.77%-0.45%N/AN/A

Rank in category (by total return)

YTD87
1-month94
3-month87
1-year93
3-year51
5-year61

Load adjusted returns

1-year-1.04%
3-year-1.62%
5-year0.28%
10-year1.17%