BIBTX vs. BEGIX
Compare and contrast key facts about Sterling Capital Total Return Bond Fund (BIBTX) and Sterling Capital Equity Income Fund (BEGIX).
BIBTX is managed by Sterling Capital. It was launched on Dec 2, 1999. BEGIX is managed by Sterling Capital. It was launched on Jun 30, 2004.
Performance
BIBTX vs. BEGIX - Performance Comparison
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BIBTX vs. BEGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIBTX Sterling Capital Total Return Bond Fund | -0.49% | 6.93% | 2.17% | 5.53% | -13.24% | -1.21% | 9.24% | 9.29% | -0.34% | 4.34% |
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% |
Returns By Period
In the year-to-date period, BIBTX achieves a -0.49% return, which is significantly higher than BEGIX's -0.53% return. Over the past 10 years, BIBTX has underperformed BEGIX with an annualized return of 2.11%, while BEGIX has yielded a comparatively higher 10.88% annualized return.
BIBTX
- 1D
- 0.21%
- 1M
- -1.79%
- YTD
- -0.49%
- 6M
- 0.33%
- 1Y
- 3.50%
- 3Y*
- 3.66%
- 5Y*
- 0.19%
- 10Y*
- 2.11%
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%
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BIBTX vs. BEGIX - Expense Ratio Comparison
BIBTX has a 0.45% expense ratio, which is lower than BEGIX's 0.79% expense ratio.
Return for Risk
BIBTX vs. BEGIX — Risk / Return Rank
BIBTX
BEGIX
BIBTX vs. BEGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Total Return Bond Fund (BIBTX) and Sterling Capital Equity Income Fund (BEGIX). 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.
| BIBTX | BEGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.85 | 0.01 | +0.84 |
Sortino ratioReturn per unit of downside risk | 1.20 | 0.12 | +1.08 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.02 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.42 | 0.10 | +1.32 |
Martin ratioReturn relative to average drawdown | 4.13 | 0.32 | +3.81 |
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
| BIBTX | BEGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | 0.01 | +0.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.03 | 0.32 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.56 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.93 | 0.56 | +0.38 |
Correlation
The correlation between BIBTX and BEGIX is -0.13. 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
BIBTX vs. BEGIX - Dividend Comparison
BIBTX's dividend yield for the trailing twelve months is around 3.79%, less than BEGIX's 27.69% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIBTX Sterling Capital Total Return Bond Fund | 3.79% | 4.09% | 4.11% | 3.17% | 2.82% | 3.15% | 4.03% | 3.12% | 3.22% | 3.00% | 3.27% | 3.55% |
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% |
Drawdowns
BIBTX vs. BEGIX - Drawdown Comparison
The maximum BIBTX drawdown since its inception was -18.28%, smaller than the maximum BEGIX drawdown of -43.85%. Use the drawdown chart below to compare losses from any high point for BIBTX and BEGIX.
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Drawdown Indicators
| BIBTX | BEGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.28% | -43.85% | +25.57% |
Max Drawdown (1Y)Largest decline over 1 year | -3.04% | -9.76% | +6.72% |
Max Drawdown (5Y)Largest decline over 5 years | -18.28% | -29.48% | +11.20% |
Max Drawdown (10Y)Largest decline over 10 years | -18.28% | -37.01% | +18.73% |
Current DrawdownCurrent decline from peak | -2.30% | -22.12% | +19.82% |
Average DrawdownAverage peak-to-trough decline | -2.38% | -5.73% | +3.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.04% | 3.15% | -2.11% |
Volatility
BIBTX vs. BEGIX - Volatility Comparison
The current volatility for Sterling Capital Total Return Bond Fund (BIBTX) is 1.59%, while Sterling Capital Equity Income Fund (BEGIX) has a volatility of 3.54%. This indicates that BIBTX experiences smaller price fluctuations and is considered to be less risky than BEGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BIBTX | BEGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.59% | 3.54% | -1.95% |
Volatility (6M)Calculated over the trailing 6-month period | 2.61% | 7.92% | -5.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.46% | 14.77% | -10.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.78% | 19.72% | -13.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.87% | 19.50% | -14.63% |