BEGIX vs. STMDX
Compare and contrast key facts about Sterling Capital Equity Income Fund (BEGIX) and Sterling Capital Stratton Real Estate Fund (STMDX).
BEGIX is managed by Sterling Capital. It was launched on Jun 30, 2004. STMDX is managed by Sterling Capital. It was launched on May 30, 1980.
Performance
BEGIX vs. STMDX - Performance Comparison
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BEGIX vs. STMDX - 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% |
STMDX Sterling Capital Stratton Real Estate Fund | 1.24% | 1.35% | 6.25% | 13.28% | -26.17% | 38.53% | -0.54% | 31.77% | -2.82% | 7.81% |
Returns By Period
In the year-to-date period, BEGIX achieves a -0.53% return, which is significantly lower than STMDX's 1.24% return. Over the past 10 years, BEGIX has outperformed STMDX with an annualized return of 10.88%, while STMDX has yielded a comparatively lower 5.92% 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%
STMDX
- 1D
- 0.41%
- 1M
- -7.32%
- YTD
- 1.24%
- 6M
- -0.22%
- 1Y
- -0.42%
- 3Y*
- 6.09%
- 5Y*
- 3.43%
- 10Y*
- 5.92%
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BEGIX vs. STMDX - Expense Ratio Comparison
BEGIX has a 0.79% expense ratio, which is lower than STMDX's 0.82% expense ratio.
Return for Risk
BEGIX vs. STMDX — Risk / Return Rank
BEGIX
STMDX
BEGIX vs. STMDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Equity Income Fund (BEGIX) and Sterling Capital Stratton Real Estate Fund (STMDX). 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 | STMDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.01 | 0.05 | -0.04 |
Sortino ratioReturn per unit of downside risk | 0.12 | 0.18 | -0.06 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.02 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.10 | 0.07 | +0.04 |
Martin ratioReturn relative to average drawdown | 0.32 | 0.26 | +0.07 |
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
| BEGIX | STMDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.01 | 0.05 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.18 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.29 | +0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.38 | +0.17 |
Correlation
The correlation between BEGIX and STMDX is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BEGIX vs. STMDX - Dividend Comparison
BEGIX's dividend yield for the trailing twelve months is around 27.69%, more than STMDX's 6.27% 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% |
STMDX Sterling Capital Stratton Real Estate Fund | 6.27% | 6.24% | 7.14% | 8.39% | 8.29% | 7.14% | 4.05% | 9.15% | 5.92% | 4.80% | 7.98% | 2.96% |
Drawdowns
BEGIX vs. STMDX - Drawdown Comparison
The maximum BEGIX drawdown since its inception was -43.85%, smaller than the maximum STMDX drawdown of -65.12%. Use the drawdown chart below to compare losses from any high point for BEGIX and STMDX.
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Drawdown Indicators
| BEGIX | STMDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.85% | -65.12% | +21.27% |
Max Drawdown (1Y)Largest decline over 1 year | -9.76% | -12.22% | +2.46% |
Max Drawdown (5Y)Largest decline over 5 years | -29.48% | -33.43% | +3.95% |
Max Drawdown (10Y)Largest decline over 10 years | -37.01% | -40.52% | +3.51% |
Current DrawdownCurrent decline from peak | -22.12% | -8.82% | -13.30% |
Average DrawdownAverage peak-to-trough decline | -5.73% | -10.12% | +4.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.15% | 3.18% | -0.03% |
Volatility
BEGIX vs. STMDX - Volatility Comparison
The current volatility for Sterling Capital Equity Income Fund (BEGIX) is 3.54%, while Sterling Capital Stratton Real Estate Fund (STMDX) has a volatility of 4.16%. This indicates that BEGIX experiences smaller price fluctuations and is considered to be less risky than STMDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BEGIX | STMDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.54% | 4.16% | -0.62% |
Volatility (6M)Calculated over the trailing 6-month period | 7.92% | 8.87% | -0.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.77% | 15.78% | -1.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.72% | 18.73% | +0.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.50% | 20.41% | -0.91% |