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BEGIX vs. HDGYX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between BEGIX and HDGYX 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.


-0.50.00.51.0
Correlation: 0.9

Performance

BEGIX vs. HDGYX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sterling Capital Equity Income Fund (BEGIX) and The Hartford Dividend and Growth Fund (HDGYX). The values are adjusted to include any dividend payments, if applicable.

200.00%250.00%300.00%350.00%400.00%NovemberDecember2025FebruaryMarchApril
247.04%
182.94%
BEGIX
HDGYX

Key characteristics

Sharpe Ratio

BEGIX:

-0.82

HDGYX:

-0.18

Sortino Ratio

BEGIX:

-0.87

HDGYX:

-0.12

Omega Ratio

BEGIX:

0.81

HDGYX:

0.98

Calmar Ratio

BEGIX:

-0.64

HDGYX:

-0.14

Martin Ratio

BEGIX:

-1.34

HDGYX:

-0.41

Ulcer Index

BEGIX:

15.29%

HDGYX:

7.20%

Daily Std Dev

BEGIX:

24.91%

HDGYX:

16.70%

Max Drawdown

BEGIX:

-43.85%

HDGYX:

-53.48%

Current Drawdown

BEGIX:

-28.28%

HDGYX:

-14.22%

Returns By Period

In the year-to-date period, BEGIX achieves a -3.37% return, which is significantly lower than HDGYX's -2.16% return. Over the past 10 years, BEGIX has underperformed HDGYX with an annualized return of 2.66%, while HDGYX has yielded a comparatively higher 4.31% annualized return.


BEGIX

YTD

-3.37%

1M

-4.73%

6M

-25.69%

1Y

-21.05%

5Y*

5.24%

10Y*

2.66%

HDGYX

YTD

-2.16%

1M

-3.81%

6M

-12.27%

1Y

-3.90%

5Y*

9.93%

10Y*

4.31%

*Annualized

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BEGIX vs. HDGYX - Expense Ratio Comparison

BEGIX has a 0.79% expense ratio, which is higher than HDGYX's 0.69% expense ratio.


Expense ratio chart for BEGIX: current value is 0.79%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
BEGIX: 0.79%
Expense ratio chart for HDGYX: current value is 0.69%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
HDGYX: 0.69%

Risk-Adjusted Performance

BEGIX vs. HDGYX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BEGIX
The Risk-Adjusted Performance Rank of BEGIX is 11
Overall Rank
The Sharpe Ratio Rank of BEGIX is 11
Sharpe Ratio Rank
The Sortino Ratio Rank of BEGIX is 11
Sortino Ratio Rank
The Omega Ratio Rank of BEGIX is 11
Omega Ratio Rank
The Calmar Ratio Rank of BEGIX is 00
Calmar Ratio Rank
The Martin Ratio Rank of BEGIX is 22
Martin Ratio Rank

HDGYX
The Risk-Adjusted Performance Rank of HDGYX is 1313
Overall Rank
The Sharpe Ratio Rank of HDGYX is 1414
Sharpe Ratio Rank
The Sortino Ratio Rank of HDGYX is 1313
Sortino Ratio Rank
The Omega Ratio Rank of HDGYX is 1313
Omega Ratio Rank
The Calmar Ratio Rank of HDGYX is 1212
Calmar Ratio Rank
The Martin Ratio Rank of HDGYX is 1515
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BEGIX vs. HDGYX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Equity Income Fund (BEGIX) and The Hartford Dividend and Growth Fund (HDGYX). 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.


The chart of Sharpe ratio for BEGIX, currently valued at -0.82, compared to the broader market-1.000.001.002.003.00
BEGIX: -0.82
HDGYX: -0.18
The chart of Sortino ratio for BEGIX, currently valued at -0.87, compared to the broader market-2.000.002.004.006.008.00
BEGIX: -0.87
HDGYX: -0.12
The chart of Omega ratio for BEGIX, currently valued at 0.81, compared to the broader market0.501.001.502.002.503.00
BEGIX: 0.81
HDGYX: 0.98
The chart of Calmar ratio for BEGIX, currently valued at -0.64, compared to the broader market0.002.004.006.008.0010.00
BEGIX: -0.64
HDGYX: -0.14
The chart of Martin ratio for BEGIX, currently valued at -1.34, compared to the broader market0.0010.0020.0030.0040.0050.00
BEGIX: -1.34
HDGYX: -0.41

The current BEGIX Sharpe Ratio is -0.82, which is lower than the HDGYX Sharpe Ratio of -0.18. The chart below compares the historical Sharpe Ratios of BEGIX and HDGYX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
-0.82
-0.18
BEGIX
HDGYX

Dividends

BEGIX vs. HDGYX - Dividend Comparison

BEGIX's dividend yield for the trailing twelve months is around 1.98%, more than HDGYX's 1.77% yield.


TTM20242023202220212020201920182017201620152014
BEGIX
Sterling Capital Equity Income Fund
1.98%1.83%1.64%1.64%1.33%1.73%2.07%1.92%2.01%1.95%2.24%2.06%
HDGYX
The Hartford Dividend and Growth Fund
1.77%1.76%1.49%1.54%1.19%1.62%1.67%2.07%1.70%1.78%1.98%1.78%

Drawdowns

BEGIX vs. HDGYX - Drawdown Comparison

The maximum BEGIX drawdown since its inception was -43.85%, smaller than the maximum HDGYX drawdown of -53.48%. Use the drawdown chart below to compare losses from any high point for BEGIX and HDGYX. For additional features, visit the drawdowns tool.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-28.28%
-14.22%
BEGIX
HDGYX

Volatility

BEGIX vs. HDGYX - Volatility Comparison

The current volatility for Sterling Capital Equity Income Fund (BEGIX) is 10.40%, while The Hartford Dividend and Growth Fund (HDGYX) has a volatility of 11.10%. This indicates that BEGIX experiences smaller price fluctuations and is considered to be less risky than HDGYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%NovemberDecember2025FebruaryMarchApril
10.40%
11.10%
BEGIX
HDGYX