BBISX vs. ACIIX
Compare and contrast key facts about Sterling Capital Behavioral Large Cap Value Equity Fund (BBISX) and American Century Equity Income Fund Class I (ACIIX).
BBISX is managed by Sterling Capital. It was launched on Oct 9, 1992. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
BBISX vs. ACIIX - Performance Comparison
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BBISX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BBISX Sterling Capital Behavioral Large Cap Value Equity Fund | 2.32% | 23.54% | 20.93% | 12.49% | -5.96% | 31.07% | -1.57% | 23.81% | -10.28% | 18.82% |
ACIIX American Century Equity Income Fund Class I | 2.73% | 12.05% | 10.58% | 4.25% | -2.96% | 17.16% | 1.19% | 24.50% | -3.53% | 13.69% |
Returns By Period
In the year-to-date period, BBISX achieves a 2.32% return, which is significantly lower than ACIIX's 2.73% return. Over the past 10 years, BBISX has outperformed ACIIX with an annualized return of 11.85%, while ACIIX has yielded a comparatively lower 8.89% annualized return.
BBISX
- 1D
- -0.56%
- 1M
- -5.77%
- YTD
- 2.32%
- 6M
- 7.93%
- 1Y
- 22.05%
- 3Y*
- 19.83%
- 5Y*
- 13.05%
- 10Y*
- 11.85%
ACIIX
- 1D
- 0.00%
- 1M
- -5.73%
- YTD
- 2.73%
- 6M
- 4.62%
- 1Y
- 9.92%
- 3Y*
- 9.70%
- 5Y*
- 7.47%
- 10Y*
- 8.89%
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BBISX vs. ACIIX - Expense Ratio Comparison
BBISX has a 0.77% expense ratio, which is higher than ACIIX's 0.72% expense ratio.
Return for Risk
BBISX vs. ACIIX — Risk / Return Rank
BBISX
ACIIX
BBISX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Behavioral Large Cap Value Equity Fund (BBISX) and American Century Equity Income Fund Class I (ACIIX). 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.
| BBISX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.51 | 0.93 | +0.58 |
Sortino ratioReturn per unit of downside risk | 2.04 | 1.35 | +0.69 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.19 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.85 | 1.11 | +0.74 |
Martin ratioReturn relative to average drawdown | 8.83 | 4.37 | +4.47 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BBISX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.51 | 0.93 | +0.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.85 | 0.70 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.67 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.53 | -0.08 |
Correlation
The correlation between BBISX and ACIIX is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BBISX vs. ACIIX - Dividend Comparison
BBISX's dividend yield for the trailing twelve months is around 1.46%, less than ACIIX's 10.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBISX Sterling Capital Behavioral Large Cap Value Equity Fund | 1.46% | 1.53% | 1.88% | 1.73% | 1.56% | 0.43% | 3.22% | 8.20% | 11.93% | 2.86% | 1.90% | 1.68% |
ACIIX American Century Equity Income Fund Class I | 10.28% | 10.55% | 11.71% | 8.21% | 8.96% | 7.02% | 2.18% | 7.57% | 9.05% | 12.14% | 8.08% | 10.72% |
Drawdowns
BBISX vs. ACIIX - Drawdown Comparison
The maximum BBISX drawdown since its inception was -59.31%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for BBISX and ACIIX.
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Drawdown Indicators
| BBISX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.31% | -39.16% | -20.15% |
Max Drawdown (1Y)Largest decline over 1 year | -11.93% | -8.96% | -2.97% |
Max Drawdown (5Y)Largest decline over 5 years | -19.45% | -13.49% | -5.96% |
Max Drawdown (10Y)Largest decline over 10 years | -38.37% | -32.76% | -5.61% |
Current DrawdownCurrent decline from peak | -6.03% | -5.73% | -0.30% |
Average DrawdownAverage peak-to-trough decline | -10.21% | -5.26% | -4.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 2.30% | +0.20% |
Volatility
BBISX vs. ACIIX - Volatility Comparison
Sterling Capital Behavioral Large Cap Value Equity Fund (BBISX) has a higher volatility of 4.01% compared to American Century Equity Income Fund Class I (ACIIX) at 2.76%. This indicates that BBISX's price experiences larger fluctuations and is considered to be riskier than ACIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBISX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.01% | 2.76% | +1.25% |
Volatility (6M)Calculated over the trailing 6-month period | 8.98% | 6.05% | +2.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.64% | 11.61% | +4.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.43% | 10.74% | +4.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.63% | 13.37% | +4.26% |