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Sterling Capital Short Duration Bond Fund (BBSGX) Sharpe Ratio

Mutual Fund · Currency in USD · Last updated Jun 5, 2026

The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in investment grade fixed income securities (bonds). It will invest in municipal securities, convertible securities, including convertible bonds and preferred stocks, and cash equivalents. The fund may invest up to 15% of its total assets in bonds that are below investment grade, which are commonly referred to as "high yield" or "junk" bonds, and non-dollar denominated foreign and emerging market securities. It will maintain an average duration between 1 and 3 years.

Sharpe ratio is not yet available for BBSGX. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar mutual funds

The table compares Sterling Capital Short Duration Bond Fund's Sharpe Ratio with other mutual funds in the Short-Term Bond category across multiple time periods, showing how BBSGX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 5, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
DHEIXDiamond Hill Short Duration Securitized Bond Fund Class I5.02
DHEAXDiamond Hill Short Duration Securitized Bond Fund4.52
DFAIXDFA Short-Duration Real Return Portfolio4.44
GPICXGuidepathConservative Income Fund4.17
DBLSXDoubleLine Low Duration Bond Fund3.76
DLSNXDoubleLine Low Duration Bond Fund Class N3.60
DFEQXDFA Short-Term Extended Quality Portfolio3.50
TSDLXT. Rowe Price Short Duration Income Fund3.39
VISTXVanguard Institutional Short-Term Bond Fund3.25
THOPXThompson Bond Fund3.15
BBSGXSterling Capital Short Duration Bond Fund—

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows BBSGX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when BBSGX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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