BEGIX vs. STSCX
Compare and contrast key facts about Sterling Capital Equity Income Fund (BEGIX) and Sterling Capital Stratton Small Cap Value Fund (STSCX).
BEGIX is managed by Sterling Capital. It was launched on Jun 30, 2004. STSCX is managed by Sterling Capital. It was launched on Apr 12, 1993.
Performance
BEGIX vs. STSCX - Performance Comparison
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BEGIX vs. STSCX - 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% |
STSCX Sterling Capital Stratton Small Cap Value Fund | 6.06% | 11.87% | 13.78% | 19.04% | -14.45% | 31.59% | 3.18% | 33.00% | -14.38% | 13.19% |
Returns By Period
In the year-to-date period, BEGIX achieves a -0.53% return, which is significantly lower than STSCX's 6.06% return. Over the past 10 years, BEGIX has underperformed STSCX with an annualized return of 10.88%, while STSCX has yielded a comparatively higher 11.61% 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%
STSCX
- 1D
- 2.23%
- 1M
- -5.77%
- YTD
- 6.06%
- 6M
- 8.12%
- 1Y
- 25.40%
- 3Y*
- 16.13%
- 5Y*
- 8.68%
- 10Y*
- 11.61%
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BEGIX vs. STSCX - Expense Ratio Comparison
BEGIX has a 0.79% expense ratio, which is lower than STSCX's 0.98% expense ratio.
Return for Risk
BEGIX vs. STSCX — Risk / Return Rank
BEGIX
STSCX
BEGIX vs. STSCX - 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 Small Cap Value Fund (STSCX). 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 | STSCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.01 | 1.26 | -1.24 |
Sortino ratioReturn per unit of downside risk | 0.12 | 1.84 | -1.72 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.26 | -0.24 |
Calmar ratioReturn relative to maximum drawdown | 0.10 | 1.90 | -1.80 |
Martin ratioReturn relative to average drawdown | 0.32 | 7.93 | -7.60 |
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 | STSCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.01 | 1.26 | -1.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.44 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.53 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.58 | -0.02 |
Correlation
The correlation between BEGIX and STSCX is 0.84, 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
BEGIX vs. STSCX - Dividend Comparison
BEGIX's dividend yield for the trailing twelve months is around 27.69%, more than STSCX's 19.12% 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% |
STSCX Sterling Capital Stratton Small Cap Value Fund | 19.12% | 20.28% | 23.71% | 39.14% | 27.85% | 23.34% | 16.67% | 13.04% | 9.11% | 9.20% | 5.09% | 1.54% |
Drawdowns
BEGIX vs. STSCX - Drawdown Comparison
The maximum BEGIX drawdown since its inception was -43.85%, smaller than the maximum STSCX drawdown of -54.02%. Use the drawdown chart below to compare losses from any high point for BEGIX and STSCX.
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Drawdown Indicators
| BEGIX | STSCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.85% | -54.02% | +10.17% |
Max Drawdown (1Y)Largest decline over 1 year | -9.76% | -13.84% | +4.08% |
Max Drawdown (5Y)Largest decline over 5 years | -29.48% | -25.48% | -4.00% |
Max Drawdown (10Y)Largest decline over 10 years | -37.01% | -44.28% | +7.27% |
Current DrawdownCurrent decline from peak | -22.12% | -6.42% | -15.70% |
Average DrawdownAverage peak-to-trough decline | -5.73% | -8.21% | +2.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.15% | 3.32% | -0.17% |
Volatility
BEGIX vs. STSCX - Volatility Comparison
The current volatility for Sterling Capital Equity Income Fund (BEGIX) is 3.54%, while Sterling Capital Stratton Small Cap Value Fund (STSCX) has a volatility of 5.62%. This indicates that BEGIX experiences smaller price fluctuations and is considered to be less risky than STSCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BEGIX | STSCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.54% | 5.62% | -2.08% |
Volatility (6M)Calculated over the trailing 6-month period | 7.92% | 11.83% | -3.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.77% | 20.71% | -5.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.72% | 20.07% | -0.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.50% | 22.11% | -2.61% |