Sterling Capital Equity Income Fund (BEGIX)

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The chart shows the growth of an initial investment of $10,000 in Sterling Capital Equity Income Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Sterling Capital Equity Income Fund (BEGIX) has returned -2.03% so far this year and -1.36% over the past 12 months. Over the last ten years, BEGIX has returned 10.71% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jul 1, 2004, BEGIX's average daily return is +0.04%, while the average monthly return is +0.86%. At this rate, your investment would double in approximately 6.7 years.

Historically, 66% of months were positive and 34% were negative. The best month was Nov 2020 with a return of +13.7%, while the worst month was Mar 2020 at -15.1%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.

On a daily basis, BEGIX closed higher 53% of trading days. The best single day was Dec 11, 2024 with a return of +23.6%, while the worst single day was Dec 12, 2024 at -20.0%.

Sterling Capital Equity Income Fund has an annualized alpha of 2.96%, beta of 0.83, and R² of 0.77 versus S&P 500 Index. Calculated based on daily prices since July 02, 2004.

• This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (89.39%) than losses (81.21%) — typical of diversified or defensive assets.
• This fund generated an annualized alpha of 2.96% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.

BEGIX has an expense ratio of 0.79%, placing it in the medium range.

BEGIX ranks 4 for risk / return — in the bottom 4% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for Sterling Capital Equity Income Fund (BEGIX) and compare them to a chosen benchmark (S&P 500 Index).

Sterling Capital Equity Income Fund provided a 28.12% dividend yield over the last twelve months, with an annual payout of $4.77 per share.

The table displays the monthly dividend distributions for Sterling Capital Equity Income Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Sterling Capital Equity Income Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Sterling Capital Equity Income Fund was 43.85%, occurring on Mar 9, 2009. Recovery took 447 trading sessions.

The current Sterling Capital Equity Income Fund drawdown is 23.30%.

The chart below shows the rolling one-month volatility.