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Sterling Capital Equity Income Fund (BEGIX) Sharpe Ratio: 0.44

Mutual Fund · Currency in USD · Last updated Jun 3, 2026

The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in equity securities. It invests, under normal market conditions, primarily in dividend-paying equity securities, in particular common stocks of companies with a history of increasing dividends. The fund may also invest in U.S. traded common stocks of foreign companies, including American Depositary Receipts.

BEGIX's Sharpe Ratio of 0.44 indicates that for each unit of volatility, it generates 0.44 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Jun 3, 2026).

Sharpe uses total volatility (standard deviation) which includes both upside and downside price movements, making it useful for comparing risk-adjusted returns across different assets.

BEGIX Sharpe Ratio Rank

BEGIX Sharpe Ratio Rank: 5.35
Concerning

BEGIX ranks above 5.3% of all investments in our database based on Sharpe Ratio over the past 12 months, indicating weak returns relative to total risk taken. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

  • Strong returns with low total volatility → Higher rank
  • High volatility (both upside and downside) → Lower rank
  • Consistent returns → Higher rank than volatile returns of same magnitude
  • Sharp drawdowns increase volatility → Lower rank

What you can do with this information

  • Weak risk-adjusted returns relative to category peers
  • Evaluate whether this holding aligns with your risk-return objectives
  • Consider reducing exposure or re-evaluating position size
  • Review higher-ranked alternatives in the same category

BEGIX Sharpe Ratio Market Positioning

The chart shows BEGIX's Sharpe Ratio relative to all mutual funds on our platform, with color zones indicating percentile rankings. Higher ratios indicate better risk-adjusted returns.

  • Red zone (bottom 25%): 1.42 or lower
  • Yellow zone (middle 50%): 1.42 to 2.51
  • Green zone (top 25%): 2.51 or higher
  • Top 1%: 4.64+
  • Median: 2.09 — half of all investments score higher

How it compares to other similar mutual funds

The table compares Sterling Capital Equity Income Fund's Sharpe Ratio with other mutual funds in the Large Cap Value Equities category across multiple time periods, showing how BEGIX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 3, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
FGIPXNomura Growth and Income Fund Institutional Class3.95
FGINXDelaware Growth and Income Fund3.93
VALAXAl Frank Fund3.85
FSWCXFidelity SAI U.S. Value Index Fund3.65
SABTXSA U.S. Value Fund3.57
PKAIXPIMCO RAE US Fund3.45
NPRTXNeuberger Berman Large Cap Value Fund3.38
NEIMXNeiman Large Cap Value Fund3.36
AVLVXAvantis U.S. Large Cap Value Fund Institutional Class3.34
PXTIXPIMCO RAE PLUS Fund3.33
BEGIXSterling Capital Equity Income Fund0.44

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows BEGIX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when BEGIX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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Sharpe Ratio Calculator

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