BBISX vs. BUSIX

Last updated Jun 24, 2026

BBISX (Sterling Capital Behavioral Large Cap Value Equity Fund) and BUSIX (Sterling Capital Ultra Short Bond Fund) are both mutual funds - BBISX is a Large Cap Value Equities fund managed by Sterling Capital, while BUSIX is a Ultrashort Bond fund managed by Sterling Capital. At a correlation of -0.01, they often move in opposite directions. BBISX charges 0.77%/yr vs 0.27%/yr for BUSIX.

Performance

BBISX vs. BUSIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sterling Capital Behavioral Large Cap Value Equity Fund (BBISX) and Sterling Capital Ultra Short Bond Fund (BUSIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

BBISX

• 1D: 1.10%
• 1M: 4.19%
• YTD: 18.21%
• 6M: 17.06%
• 1Y: 34.67%
• 3Y*: 25.36%
• 5Y*: 15.25%
• 10Y*: 13.60%

BUSIX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BBISX vs. BUSIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BBISX Sterling Capital Behavioral Large Cap Value Equity Fund	18.21%	23.54%	20.93%	12.49%	-5.96%	31.07%	-1.57%	23.81%	-10.28%	18.82%
BUSIX Sterling Capital Ultra Short Bond Fund	0.83%	4.93%	5.87%	5.09%	0.32%	0.31%	2.16%	3.27%	1.66%	1.37%

Correlation

The correlation between BBISX and BUSIX is 0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.01
Correlation (3Y) Calculated over the trailing 3-year period	0.05
Correlation (5Y) Calculated over the trailing 5-year period	0.01
Correlation (10Y) Calculated over the trailing 10-year period	0.01
Correlation (All Time) Calculated using the full available price history since Jan 2, 2013	-0.01

Return for Risk

BBISX vs. BUSIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BBISX

BBISX Risk / Return Rank: 93
BBISX Sharpe Ratio Rank: 95
BBISX Sortino Ratio Rank: 92
BBISX Omega Ratio Rank: 86
BBISX Calmar Ratio Rank: 96
BBISX Martin Ratio Rank: 96

BUSIX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BBISX vs. BUSIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Behavioral Large Cap Value Equity Fund (BBISX) and Sterling Capital Ultra Short Bond Fund (BUSIX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	BBISX	BUSIX	Difference
Sharpe ratio: Return per unit of total volatility	3.10	—	—
Sortino ratio: Return per unit of downside risk	4.23	—	—
Omega ratio: Gain probability vs. loss probability	1.54	—	—
Calmar ratio: Return relative to maximum drawdown	5.88	—	—
Martin ratio: Return relative to average drawdown	22.36	—	—

Drawdowns

Drawdown Indicators

	BBISX	BUSIX	Difference
Max Drawdown Largest peak-to-trough decline	-59.31%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-6.10%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-14.71%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-19.45%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-38.37%	—	—
Current Drawdown Current decline from peak	-0.35%	—	—
Average Drawdown Average peak-to-trough decline	-10.13%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	1.60%	—	—

Volatility

Volatility by Period

	BBISX	BUSIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.40%	—	—
Volatility (6M) Calculated over the trailing 6-month period	8.92%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	11.61%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.32%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.66%	—	—

BBISX vs. BUSIX - Expense Ratio Comparison

BBISX has a 0.77% expense ratio, which is higher than BUSIX's 0.27% expense ratio.

Dividends

BBISX vs. BUSIX - Dividend Comparison

BBISX's dividend yield for the trailing twelve months is around 1.26%, less than BUSIX's 3.19% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BBISX Sterling Capital Behavioral Large Cap Value Equity Fund	1.26%	1.53%	1.88%	1.73%	1.56%	0.43%	3.22%	8.20%	11.93%	2.86%	1.90%	1.68%
BUSIX Sterling Capital Ultra Short Bond Fund	3.19%	4.29%	4.65%	3.48%	1.87%	1.24%	1.72%	2.60%	2.05%	1.57%	1.74%	1.36%

Frequently Asked Questions

Can I hold both BBISX and BUSIX in my portfolio?

BBISX and BUSIX have a correlation of 0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.