Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BEGIX (STERLING CAPITAL EQUITY INCOME FUND INSTITUTIONAL CLASS) | 3.46% | 5.22% | 7.83% | 3.86% | 9.73% | 9.43% | 7.74% | … | … |
Data as of 06/04/2026, Common starting date is 09/28/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BEGIX (STERLING CAPITAL EQUITY INCOME FUND INSTITUTIONAL CLASS) | 09/28/2004 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.47 | 5.22 | 7.83 | 3.86 | 9.73 | 9.43 | 7.74 | … | … | 3.46 | 1.91 | 4.82 | 12.52 | -9.20 | 25.89 | 8.61 | 25.38 | -0.67 | 20.95 | 15.64 | -2.91 | 4.16 | 24.07 | 10.18 | 8.19 | 16.33 | 20.59 | -27.91 | 2.71 | 13.48 | 6.00 | 10.74 |
| Sharpe Ratio | NA | 0.21 | 0.36 | 0.08 | 0.47 | NA | NA | … | … | 0.25 | -0.07 | 0.11 | 0.73 | -0.53 | 2.11 | 0.23 | 2.04 | -0.13 | 2.92 | 1.17 | -0.21 | 0.42 | 2.67 | 1.09 | 0.48 | 1.25 | 0.95 | -0.82 | -0.03 | 0.94 | 0.39 | 5.20 |
| Standard Deviation(%) | NA | 10.59 | 12.40 | 14.34 | 17.03 | NA | NA | … | … | 11.18 | 14.87 | 10.80 | 12.23 | 20.26 | 12.24 | 35.83 | 11.69 | 15.98 | 6.98 | 13.19 | 14.27 | 9.82 | 8.99 | 9.34 | 17.03 | 12.94 | 21.61 | 35.00 | 14.29 | 10.70 | 9.57 | 8.89 |
| Draw Down(%) | NA | 7.58 | 15.75 | 15.75 | 37.01 | NA | NA | … | … | 7.58 | 12.99 | 9.46 | 10.99 | 14.76 | 5.19 | 37.01 | 5.86 | 14.76 | 3.36 | 7.82 | 12.95 | 8.63 | 4.73 | 7.08 | 13.15 | 10.74 | 23.76 | 41.39 | 8.85 | 5.27 | 6.23 | 3.78 |
| Yield(%) | 0.00 | 21.89 | 17.36 | 10.34 | 11.56 | 11.22 | 9.56 | … | … | 0.33 | 22.05 | 22.39 | 9.99 | 1.46 | 1.68 | 1.83 | 7.04 | 9.13 | 12.45 | 2.37 | 7.89 | 4.83 | 5.65 | 2.81 | 1.72 | 1.84 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.92 |
Data as of 06/04/2026, Common starting date is 09/28/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEGIX (STERLING CAPITAL EQUITY INCOME FUND INSTITUTIONAL CLASS) |
-11.61%
Feb 2006 – Feb 2009 |
-0.14%
Jun 2005 – Jun 2010 |
5.05%
Jan 2006 – Jan 2016 |
6.06%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEGIX (STERLING CAPITAL EQUITY INCOME FUND INSTITUTIONAL CLASS) |
22.95%
Feb 2009 – Feb 2012 |
18.79%
Feb 2009 – Feb 2014 |
13.96%
Feb 2009 – Feb 2019 |
12.86%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart