Find A Portfolio/Ticker
Comparison Box
BAEIX: Sterling Capital Equity Income A (MUTUAL FUND)
Basic Info 23.49 0.15(0.63%) January 15
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 08/25/2004 |
| Last Dividend Date: | 12/30/2020 |
| 12-Mo. Yield | 11.22% |
| Expenses | 1.21% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 01/15/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.1 | 2.0 | 9.8 | 9.7 | 15.4 | 10.7 | 9.4 | 10.2 | 8.1 | 25.0 | -0.9 | 20.6 | 15.4 | -3.2 | 3.9 | 23.8 | 9.9 | 8.0 | 16.0 | 22.9 | -25.9 | 9.6 | 21.8 | 10.1 | 12.6 |
| SR | NA | 4.88 | 0.27 | 0.37 | 0.75 | 0.63 | NA | 0.54 | 0.22 | 2.02 | -0.14 | 2.88 | 1.15 | -0.22 | 0.4 | 2.64 | 1.06 | 0.46 | 1.23 | 1.06 | -0.76 | 0.47 | 2.0 | 0.85 | 4.62 |
| DD(%) | NA | 1.4 | 37.0 | 37.0 | 37.0 | 37.0 | NA | 43.8 | 37.0 | 5.9 | 14.8 | 3.3 | 7.8 | 13.0 | 8.7 | 4.8 | 7.1 | 13.2 | 10.8 | 23.7 | 40.6 | 7.5 | 5.3 | 6.0 | 3.7 |
| SD(%) | NA | 13.2 | 35.8 | 23.6 | 19.4 | 16.3 | NA | 17.3 | 35.8 | 11.7 | 16.0 | 7.0 | 13.2 | 14.3 | 9.8 | 9.0 | 9.4 | 17.1 | 12.9 | 21.5 | 35.2 | 13.9 | 9.3 | 9.3 | 8.4 |
| TR | NA | 0.82 | 0.1 | 0.09 | 0.15 | 0.12 | NA | 0.12 | 0.08 | 0.25 | -0.02 | 0.23 | 0.16 | -0.04 | 0.05 | 0.31 | 0.14 | 0.11 | 0.24 | 0.35 | -0.34 | 0.08 | 0.21 | 0.09 | 0.5 |
| Alpha(%) | NA | -0.02 | 0.02 | 0.01 | 0.01 | 0.0 | NA | 0.01 | 0.02 | 0.0 | 0.02 | 0.02 | 0.0 | -0.01 | -0.03 | 0.0 | 0.0 | 0.03 | 0.02 | 0.03 | 0.01 | 0.03 | 0.01 | 0.01 | 0.04 |
| Beta(%) | NA | 0.79 | 0.98 | 0.98 | 0.98 | 0.89 | NA | 0.81 | 0.99 | 0.96 | 0.99 | 0.88 | 0.95 | 0.9 | 0.86 | 0.77 | 0.7 | 0.7 | 0.68 | 0.65 | 0.78 | 0.8 | 0.9 | 0.84 | 0.78 |
| RS | NA | 0.92 | 0.97 | 0.96 | 0.95 | 0.93 | NA | 0.92 | 0.97 | 0.88 | 0.95 | 0.79 | 0.92 | 0.95 | 0.9 | 0.91 | 0.9 | 0.95 | 0.92 | 0.92 | 0.94 | 0.94 | 0.84 | 0.9 | 0.8 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/25/2004
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE VALUE Asset Class Trend Rankings |
Top Rated Funds in LARGE VALUE
Best Mutual Funds
- MRIEX (Meridian Equity Income Investor) 0.31% (100%)
- MEIFX (Meridian Equity Income) 0.31% (100%)
- NPNCX (Neuberger Berman Large Cap Value C) 2.18% (100%)
- WESRX (GAMCO Westwood Income AAA) 0.98% (100%)
- EVSIX (Wells Fargo Advantage Discp US Core I) 0.76% (99%)
- QIACX (Federated MDT All Cap Core Instl) 0.68% (99%)
- FAIRX (Fairholme) 1.62% (98%)
- LBSAX (Columbia Dividend Income A) 0.60% (98%)
- MALRX (BlackRock Large Cap Core Instl) 0.69% (97%)
- BAEIX (Sterling Capital Equity Income A) 0.63% (97%)
Best ETFs
- SCHD (Schwab US Dividend Equity ETF) 1.20% (99%)
- DIA (SPDR Dow Jones Industrial Average ETF) 0.62% (95%)
- PFM (PowerShares Dividend Achievers ETF) 0.51% (93%)
- FNDB (Schwab Fundamental US Broad Market ETF) 1.27% (93%)
- FNDX (Schwab Fundamental US Large Company ETF) 1.28% (91%)
- DEF (Guggenheim Defensive Equity ETF) 0.07% (89%)
- RWL (RevenueShares Large Cap ETF) 0.91% (86%)
- PRF (PowerShares FTSE RAFI US 1000 ETF) 1.18% (82%)
- DLN (WisdomTree LargeCap Dividend ETF) 0.43% (77%)
- SDY (SPDR S&P Dividend ETF) 0.74% (76%)
Best Closed End Funds
- CII (BlackRock Enhanced Capital and Income) 0.79% (95%)
- TY (Tri-Continental) 0.03% (89%)
- EVT (Eaton Vance Tax Advantaged Dividend Inc) 0.91% (86%)
- NFJ (NFJ Dividend, Interest & Premium Strat) 0.96% (81%)
- GDV (Gabelli Dividend & Income) 1.48% (55%)
- BIF (Boulder Growth & Income Common) 1.75% (55%)
- BDJ (BlackRock Enhanced Dividend Achievers) 0.58% (44%)
Latest Articles Related to BAEIX
comments powered by Disqus
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
Community Comments