BEGIX vs. BVATX

Last updated Aug 1, 2026

BEGIX (Sterling Capital Equity Income Fund) and BVATX (Sterling Capital Virginia Intermediate Tax Free Fund) are both mutual funds - BEGIX is a Dividend fund managed by Sterling Capital, while BVATX is a Municipal Bonds fund managed by Sterling Capital. Over the past 10 years, BEGIX returned 11.26%/yr vs 1.20%/yr for BVATX. Their -0.09 correlation means they have often moved in opposite directions in the past. BEGIX charges 0.79%/yr vs 0.58%/yr for BVATX.

Performance

BEGIX vs. BVATX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sterling Capital Equity Income Fund (BEGIX) and Sterling Capital Virginia Intermediate Tax Free Fund (BVATX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BEGIX achieves a 8.95% return, which is significantly higher than BVATX's -0.72% return. Over the past 10 years, BEGIX has outperformed BVATX with an annualized return of 11.26%, while BVATX has yielded a comparatively lower 1.20% annualized return.

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%

BVATX

• 1D: -0.09%
• 1M: -1.80%
• 6M: -1.47%
• YTD: -0.72%
• 1Y: 2.17%
• 3Y*: 2.23%
• 5Y*: 0.24%
• 10Y*: 1.20%
• ALL TIME*: 2.93%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
BEGIX Sterling Capital Equity Income Fund	$0.00	$0.00	$0.00
BVATX Sterling Capital Virginia Intermediate Tax Free Fund	$0.00	$0.00	$0.00

BEGIX vs. BVATX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
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%
BVATX Sterling Capital Virginia Intermediate Tax Free Fund	-0.72%	4.70%	0.32%	3.60%	-5.59%	-0.59%	4.28%	6.32%	0.79%	3.28%

Correlation

The correlation between BEGIX and BVATX is 0.21, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.21
Correlation (3Y) Balances recent behavior with more history.	0.16
Correlation (5Y) Shows whether the relationship held over a longer period.	0.12
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	-0.09

The correlation between BEGIX and BVATX shifts across timeframes, from -0.09 (all time) to 0.21 (1 year), reflecting how their relationship changes across market environments.

Return for Risk

BEGIX vs. BVATX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

BEGIX

BEGIX Risk / Return Rank: 25
BEGIX Sharpe Ratio Rank: 25
BEGIX Sortino Ratio Rank: 26
BEGIX Omega Ratio Rank: 24
BEGIX Calmar Ratio Rank: 27
BEGIX Martin Ratio Rank: 24

BVATX

BVATX Risk / Return Rank: 39
BVATX Sharpe Ratio Rank: 42
BVATX Sortino Ratio Rank: 40
BVATX Omega Ratio Rank: 70
BVATX Calmar Ratio Rank: 21
BVATX Martin Ratio Rank: 19

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

BEGIX vs. BVATX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Equity Income Fund (BEGIX) and Sterling Capital Virginia Intermediate Tax Free Fund (BVATX). 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.

	BEGIX	BVATX	Difference
Sharpe ratio: Return per unit of total volatility	0.85	1.30	-0.45
Sortino ratio: Return per unit of downside risk	1.31	1.84	-0.52
Omega ratio: Gain probability vs. loss probability	1.15	1.31	-0.16
Calmar ratio: Return relative to maximum drawdown	1.21	1.08	+0.13
Martin ratio: Return relative to average drawdown	3.30	2.90	+0.40

BEGIX vs. BVATX - Sharpe Ratio Comparison

The current BEGIX Sharpe Ratio is 0.85, which is lower than the BVATX Sharpe Ratio of 1.30. The chart below compares the historical Sharpe Ratios of BEGIX and BVATX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

BEGIX vs. BVATX - Drawdown Comparison

The maximum BEGIX drawdown since its inception was -43.85%, which is greater than BVATX's maximum drawdown of -10.24%. Use the drawdown chart below to compare losses from any high point for BEGIX and BVATX.

Drawdown Indicators

	BEGIX	BVATX	Difference
Max Drawdown Largest peak-to-trough decline	-43.85%	-10.24%	-33.61%
Max Drawdown (1Y) Largest decline over 1 year	-7.58%	-2.57%	-5.01%
Max Drawdown (3Y) Largest decline over 3 years	-29.48%	-3.47%	-26.01%
Max Drawdown (5Y) Largest decline over 5 years	-29.48%	-9.97%	-19.51%
Max Drawdown (10Y) Largest decline over 10 years	-37.01%	-10.24%	-26.77%
Current Drawdown Current decline from peak	-14.70%	-2.35%	-12.35%
Average Drawdown Average peak-to-trough decline	-5.92%	-1.61%	-4.31%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.79%	0.96%	+1.83%

Volatility

BEGIX vs. BVATX - Volatility Comparison

Sterling Capital Equity Income Fund (BEGIX) has a higher volatility of 3.34% compared to Sterling Capital Virginia Intermediate Tax Free Fund (BVATX) at 0.75%. This indicates that BEGIX's price experiences larger fluctuations and is considered to be riskier than BVATX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BEGIX	BVATX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.34%	0.75%	+2.59%
Volatility (6M) Calculated over the trailing 6-month period	7.85%	1.79%	+6.06%
Volatility (1Y) Calculated over the trailing 1-year period	10.79%	2.14%	+8.65%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.73%	2.83%	+16.90%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.45%	3.19%	+16.26%

BEGIX vs. BVATX - Expense Ratio Comparison

BEGIX has a 0.79% expense ratio, which is higher than BVATX's 0.58% expense ratio.

Dividends

BEGIX vs. BVATX - Dividend Comparison

BEGIX's dividend yield for the trailing twelve months is around 25.21%, more than BVATX's 2.37% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
BVATX Sterling Capital Virginia Intermediate Tax Free Fund	2.37%	3.36%	2.67%	1.89%	1.81%	1.65%	2.03%	2.27%	2.24%	2.20%	3.06%	2.71%

Frequently Asked Questions

Can I hold both BEGIX and BVATX in my portfolio?

BEGIX and BVATX have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BEGIX or BVATX?

BEGIX has higher volatility (3.34%) compared to BVATX (0.75%). In terms of maximum drawdown, BEGIX dropped -43.85% vs BVATX's -10.24%.

Which has better risk-adjusted returns?

BVATX currently has the higher Sharpe Ratio (1.30 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.