BBGVX vs. BEGIX
BBGVX (Sterling Capital Intermediate U.S. Government Fund) and BEGIX (Sterling Capital Equity Income Fund) are both mutual funds - BBGVX is a Government Bonds fund managed by Sterling Capital, while BEGIX is a Dividend fund managed by Sterling Capital. Over the past 10 years, BBGVX returned 1.11%/yr vs 11.26%/yr for BEGIX. Their -0.14 correlation means they have often moved in opposite directions in the past. BBGVX charges 0.48%/yr vs 0.79%/yr for BEGIX.
Performance
BBGVX vs. BEGIX - Performance Comparison
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Returns By Period
In the year-to-date period, BBGVX achieves a -0.33% return, which is significantly lower than BEGIX's 8.95% return. Over the past 10 years, BBGVX has underperformed BEGIX with an annualized return of 1.11%, while BEGIX has yielded a comparatively higher 11.26% annualized return.
BBGVX
- 1D
- 0.00%
- 1M
- -0.79%
- 6M
- -0.67%
- YTD
- -0.33%
- 1Y
- 2.05%
- 3Y*
- 3.99%
- 5Y*
- 0.35%
- 10Y*
- 1.11%
- ALL TIME*
- 3.55%
BEGIX
- 1D
- 0.27%
- 1M
- 1.18%
- 6M
- 5.19%
- YTD
- 8.95%
- 1Y
- 10.98%
- 3Y*
- 7.19%
- 5Y*
- 6.57%
- 10Y*
- 11.26%
- ALL TIME*
- 10.21%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
BBGVX vs. BEGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BBGVX Sterling Capital Intermediate U.S. Government Fund | -0.33% | 7.11% | 2.28% | 4.37% | -9.37% | -1.77% | 4.90% | 5.42% | 0.68% | 1.51% |
BEGIX Sterling Capital Equity Income Fund | 8.95% | 1.91% | 4.81% | 12.52% | -3.16% | 28.06% | 8.64% | 30.56% | -0.62% | 20.94% |
Correlation
The correlation between BBGVX and BEGIX is 0.23, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.23 |
Correlation (3Y) Balances recent behavior with more history. | 0.19 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.13 |
Correlation (10Y) Provides a long-term view across more market conditions. | -0.02 |
Correlation (All Time) Calculated using the full available price history since Jul 1, 2004 | -0.14 |
The correlation between BBGVX and BEGIX shifts across timeframes, from -0.14 (all time) to 0.23 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
BBGVX vs. BEGIX — Risk / Return Rank
BBGVX
BEGIX
BBGVX vs. BEGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Intermediate U.S. Government Fund (BBGVX) and Sterling Capital Equity Income Fund (BEGIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BBGVX | BEGIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.14 | ||
| Sortino ratioReturn per unit of downside risk | +0.16 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.15 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 1.29 | 1.21 | +0.08 |
| Martin ratioReturn relative to average drawdown | 3.17 | 3.30 | -0.13 |
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Drawdowns
BBGVX vs. BEGIX - Drawdown Comparison
The maximum BBGVX drawdown since its inception was -14.04%, smaller than the maximum BEGIX drawdown of -43.85%. Use the drawdown chart below to compare losses from any high point for BBGVX and BEGIX.
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Drawdown Indicators
| BBGVX | BEGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.04% | -43.85% | +29.81% |
Max Drawdown (1Y)Largest decline over 1 year | -2.50% | -7.58% | +5.08% |
Max Drawdown (3Y)Largest decline over 3 years | -3.70% | -29.48% | +25.78% |
Max Drawdown (5Y)Largest decline over 5 years | -13.86% | -29.48% | +15.62% |
Max Drawdown (10Y)Largest decline over 10 years | -14.04% | -37.01% | +22.97% |
Current DrawdownCurrent decline from peak | -1.99% | -14.70% | +12.71% |
Average DrawdownAverage peak-to-trough decline | -1.92% | -5.92% | +4.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.02% | 2.79% | -1.77% |
Volatility
BBGVX vs. BEGIX - Volatility Comparison
The current volatility for Sterling Capital Intermediate U.S. Government Fund (BBGVX) is 0.86%, while Sterling Capital Equity Income Fund (BEGIX) has a volatility of 3.34%. This indicates that BBGVX experiences smaller price fluctuations and is considered to be less risky than BEGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBGVX | BEGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.86% | 3.34% | -2.48% |
Volatility (6M)Calculated over the trailing 6-month period | 2.57% | 7.85% | -5.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.27% | 10.79% | -7.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.78% | 19.73% | -14.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.84% | 19.45% | -15.61% |
BBGVX vs. BEGIX - Expense Ratio Comparison
BBGVX has a 0.48% expense ratio, which is lower than BEGIX's 0.79% expense ratio.
Dividends
BBGVX vs. BEGIX - Dividend Comparison
BBGVX's dividend yield for the trailing twelve months is around 2.64%, less than BEGIX's 25.21% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBGVX Sterling Capital Intermediate U.S. Government Fund | 2.64% | 2.72% | 3.54% | 2.49% | 2.56% | 2.71% | 2.28% | 2.80% | 2.92% | 2.43% | 2.16% | 2.09% |
BEGIX Sterling Capital Equity Income Fund | 25.21% | 27.63% | 26.84% | 9.81% | 8.44% | 3.01% | 1.73% | 9.81% | 10.16% | 11.59% | 2.06% | 8.83% |
Frequently Asked Questions
BBGVX and BEGIX have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BEGIX has higher volatility (3.34%) compared to BBGVX (0.86%). In terms of maximum drawdown, BBGVX dropped -14.04% vs BEGIX's -43.85%.
BBGVX currently has the higher Sharpe Ratio (0.99 vs 0.85), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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