BEGIX vs. BBSGX
Compare and contrast key facts about Sterling Capital Equity Income Fund (BEGIX) and Sterling Capital Short Duration Bond Fund (BBSGX).
BEGIX is managed by Sterling Capital. It was launched on Jun 30, 2004. BBSGX is managed by Sterling Capital. It was launched on Nov 30, 1992.
Performance
BEGIX vs. BBSGX - Performance Comparison
Loading graphics...
BEGIX vs. BBSGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BEGIX Sterling Capital Equity Income Fund | -0.53% | 1.91% | 4.81% | 12.52% | -3.16% | 28.06% | 8.64% | 30.56% | -0.62% | 20.94% |
BBSGX Sterling Capital Short Duration Bond Fund | -0.10% | 5.68% | 5.56% | 5.38% | -3.18% | -0.10% | 4.24% | 4.72% | 1.34% | 1.77% |
Returns By Period
In the year-to-date period, BEGIX achieves a -0.53% return, which is significantly lower than BBSGX's -0.10% return. Over the past 10 years, BEGIX has outperformed BBSGX with an annualized return of 10.88%, while BBSGX has yielded a comparatively lower 2.63% annualized return.
BEGIX
- 1D
- 1.53%
- 1M
- -5.79%
- YTD
- -0.53%
- 6M
- -1.43%
- 1Y
- 0.10%
- 3Y*
- 6.22%
- 5Y*
- 6.32%
- 10Y*
- 10.88%
BBSGX
- 1D
- 0.12%
- 1M
- -0.72%
- YTD
- -0.10%
- 6M
- 1.06%
- 1Y
- 3.95%
- 3Y*
- 5.18%
- 5Y*
- 2.63%
- 10Y*
- 2.63%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BEGIX vs. BBSGX - Expense Ratio Comparison
BEGIX has a 0.79% expense ratio, which is higher than BBSGX's 0.43% expense ratio.
Return for Risk
BEGIX vs. BBSGX — Risk / Return Rank
BEGIX
BBSGX
BEGIX vs. BBSGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Equity Income Fund (BEGIX) and Sterling Capital Short Duration Bond Fund (BBSGX). 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.
| BEGIX | BBSGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.01 | 2.29 | -2.28 |
Sortino ratioReturn per unit of downside risk | 0.12 | 4.40 | -4.28 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.69 | -0.68 |
Calmar ratioReturn relative to maximum drawdown | 0.10 | 4.82 | -4.72 |
Martin ratioReturn relative to average drawdown | 0.32 | 17.99 | -17.66 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BEGIX | BBSGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.01 | 2.29 | -2.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 1.26 | -0.94 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 1.39 | -0.83 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 1.59 | -1.03 |
Correlation
The correlation between BEGIX and BBSGX is -0.06. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
BEGIX vs. BBSGX - Dividend Comparison
BEGIX's dividend yield for the trailing twelve months is around 27.69%, more than BBSGX's 4.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BEGIX Sterling Capital Equity Income Fund | 27.69% | 27.63% | 26.84% | 9.81% | 8.44% | 3.01% | 1.73% | 9.81% | 10.16% | 11.59% | 2.06% | 8.83% |
BBSGX Sterling Capital Short Duration Bond Fund | 4.26% | 4.66% | 4.66% | 3.12% | 2.43% | 2.23% | 2.53% | 2.85% | 2.86% | 2.70% | 2.73% | 3.10% |
Drawdowns
BEGIX vs. BBSGX - Drawdown Comparison
The maximum BEGIX drawdown since its inception was -43.85%, which is greater than BBSGX's maximum drawdown of -5.60%. Use the drawdown chart below to compare losses from any high point for BEGIX and BBSGX.
Loading graphics...
Drawdown Indicators
| BEGIX | BBSGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.85% | -5.60% | -38.25% |
Max Drawdown (1Y)Largest decline over 1 year | -9.76% | -0.96% | -8.80% |
Max Drawdown (5Y)Largest decline over 5 years | -29.48% | -5.34% | -24.14% |
Max Drawdown (10Y)Largest decline over 10 years | -37.01% | -5.60% | -31.41% |
Current DrawdownCurrent decline from peak | -22.12% | -0.84% | -21.28% |
Average DrawdownAverage peak-to-trough decline | -5.73% | -0.46% | -5.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.15% | 0.26% | +2.89% |
Volatility
BEGIX vs. BBSGX - Volatility Comparison
Sterling Capital Equity Income Fund (BEGIX) has a higher volatility of 3.54% compared to Sterling Capital Short Duration Bond Fund (BBSGX) at 0.65%. This indicates that BEGIX's price experiences larger fluctuations and is considered to be riskier than BBSGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BEGIX | BBSGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.54% | 0.65% | +2.89% |
Volatility (6M)Calculated over the trailing 6-month period | 7.92% | 1.34% | +6.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.77% | 1.98% | +12.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.72% | 2.09% | +17.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.50% | 1.90% | +17.60% |