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Sterling Capitaltotal Return Bond Fund Institutional Class: (MF: BIBTX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 04:59 PM ET

$9.35 USD

+0.02 (0.21%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 1.85 20
3 months 1.67 26
6 months 3.99 25
1 Year 6.17 45
3 Year 5.27 66
5 Year 0.44 79
10 Year 2.33 63

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 22.80
Bear Market (10/07 - 2/09) 3.02
Bull Market (2/09 - 3/21) 79.46

Load Adjusted Returns as of Feb 28, 2026

1 Year 6.90
5 Year -0.33
10 Year 2.28
Since Inception 4.16

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.58 1.12 1.92 1.10
2024 -0.41 0.30 5.08 -2.65
2023 2.98 -0.54 -3.10 6.67
2022 -6.27 -4.80 -4.44 1.54
2021 -3.02 2.22 -0.07 -0.83

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.856.902.175.86-13.41-1.778.979.23-0.353.813.47
% Total Return Rel to Index 0.23-0.480.910.33-0.39-0.221.470.51-0.370.260.81
% Total Return Rel to Peer -0.14-0.12-1.69-0.53-3.89-2.443.041.250.78-0.19-1.66
% Perf Quintile vs Peer* 3.003.000.003.004.005.001.002.003.003.003.00
% Dividends 0.060.380.370.320.230.190.270.330.320.260.31
% Yield 0.323.853.913.882.461.662.282.923.052.372.83
Capital Gains ($) 0.000.000.000.000.000.080.150.000.000.000.00
Expense Ratio 0.000.450.460.450.450.450.450.450.450.470.49

* 1 = Top 20%, 5 = Bottom 20%