STMDX vs. BEGIX
Compare and contrast key facts about Sterling Capital Stratton Real Estate Fund (STMDX) and Sterling Capital Equity Income Fund (BEGIX).
STMDX is managed by Sterling Capital. It was launched on May 30, 1980. BEGIX is managed by Sterling Capital. It was launched on Jun 30, 2004.
Performance
STMDX vs. BEGIX - Performance Comparison
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STMDX vs. BEGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
BEGIX Sterling Capital Equity Income Fund | -2.03% | 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, STMDX achieves a 1.24% return, which is significantly higher than BEGIX's -2.03% return. Over the past 10 years, STMDX has underperformed BEGIX with an annualized return of 5.92%, while BEGIX has yielded a comparatively higher 10.71% annualized return.
STMDX
- 1D
- 0.41%
- 1M
- -7.04%
- YTD
- 1.24%
- 6M
- -0.08%
- 1Y
- -0.18%
- 3Y*
- 6.09%
- 5Y*
- 3.43%
- 10Y*
- 5.92%
BEGIX
- 1D
- 0.40%
- 1M
- -7.16%
- YTD
- -2.03%
- 6M
- -3.09%
- 1Y
- -1.36%
- 3Y*
- 5.69%
- 5Y*
- 6.16%
- 10Y*
- 10.71%
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STMDX vs. BEGIX - Expense Ratio Comparison
STMDX has a 0.82% expense ratio, which is higher than BEGIX's 0.79% expense ratio.
Return for Risk
STMDX vs. BEGIX — Risk / Return Rank
STMDX
BEGIX
STMDX vs. BEGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Stratton Real Estate Fund (STMDX) 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.
| STMDX | BEGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.05 | -0.03 | +0.09 |
Sortino ratioReturn per unit of downside risk | 0.18 | 0.06 | +0.12 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.01 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.07 | -0.18 | +0.24 |
Martin ratioReturn relative to average drawdown | 0.26 | -0.55 | +0.81 |
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
| STMDX | BEGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.05 | -0.03 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.31 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.29 | 0.55 | -0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.55 | -0.17 |
Correlation
The correlation between STMDX and BEGIX 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
STMDX vs. BEGIX - Dividend Comparison
STMDX's dividend yield for the trailing twelve months is around 6.27%, less than BEGIX's 28.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
BEGIX Sterling Capital Equity Income Fund | 28.12% | 27.63% | 26.84% | 9.81% | 8.44% | 3.01% | 1.73% | 9.81% | 10.16% | 11.59% | 2.06% | 8.83% |
Drawdowns
STMDX vs. BEGIX - Drawdown Comparison
The maximum STMDX drawdown since its inception was -65.12%, which is greater than BEGIX's maximum drawdown of -43.85%. Use the drawdown chart below to compare losses from any high point for STMDX and BEGIX.
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Drawdown Indicators
| STMDX | BEGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.12% | -43.85% | -21.27% |
Max Drawdown (1Y)Largest decline over 1 year | -12.22% | -9.76% | -2.46% |
Max Drawdown (5Y)Largest decline over 5 years | -33.43% | -29.48% | -3.95% |
Max Drawdown (10Y)Largest decline over 10 years | -40.52% | -37.01% | -3.51% |
Current DrawdownCurrent decline from peak | -8.82% | -23.30% | +14.48% |
Average DrawdownAverage peak-to-trough decline | -10.12% | -5.73% | -4.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.18% | 3.13% | +0.05% |
Volatility
STMDX vs. BEGIX - Volatility Comparison
Sterling Capital Stratton Real Estate Fund (STMDX) has a higher volatility of 4.16% compared to Sterling Capital Equity Income Fund (BEGIX) at 3.02%. This indicates that STMDX's price experiences larger fluctuations and is considered to be riskier 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
| STMDX | BEGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.16% | 3.02% | +1.14% |
Volatility (6M)Calculated over the trailing 6-month period | 8.87% | 7.78% | +1.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.78% | 14.72% | +1.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.73% | 19.71% | -0.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.41% | 19.49% | +0.92% |