BBISX vs. MALVX

Last updated Jun 23, 2026

BBISX (Sterling Capital Behavioral Large Cap Value Equity Fund) and MALVX (BlackRock Advantage Large Cap Value Fund) are both Large Cap Value Equities funds. Over the past 10 years, BBISX returned 13.25%/yr vs 12.91%/yr for MALVX. Their correlation of 0.93 suggests significant overlap in exposure. BBISX charges 0.77%/yr vs 0.54%/yr for MALVX.

Performance

BBISX vs. MALVX - 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 BlackRock Advantage Large Cap Value Fund (MALVX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BBISX achieves a 16.92% return, which is significantly lower than MALVX's 18.54% return. Both investments have delivered pretty close results over the past 10 years, with BBISX having a 13.25% annualized return and MALVX not far behind at 12.91%.

BBISX

• 1D: -0.26%
• 1M: 3.05%
• YTD: 16.92%
• 6M: 15.88%
• 1Y: 34.24%
• 3Y*: 24.17%
• 5Y*: 15.57%
• 10Y*: 13.25%

MALVX

• 1D: 0.70%
• 1M: 3.76%
• YTD: 18.54%
• 6M: 18.00%
• 1Y: 36.37%
• 3Y*: 20.62%
• 5Y*: 13.20%
• 10Y*: 12.91%

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

BBISX vs. MALVX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BBISX Sterling Capital Behavioral Large Cap Value Equity Fund	16.92%	23.54%	20.93%	12.49%	-5.96%	31.07%	-1.57%	23.81%	-10.28%	18.82%
MALVX BlackRock Advantage Large Cap Value Fund	18.54%	18.38%	15.39%	13.74%	-8.68%	26.51%	3.91%	24.74%	-7.74%	15.82%

Correlation

The correlation between BBISX and MALVX is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.92
Correlation (3Y) Calculated over the trailing 3-year period	0.94
Correlation (5Y) Calculated over the trailing 5-year period	0.94
Correlation (10Y) Calculated over the trailing 10-year period	0.95
Correlation (All Time) Calculated using the full available price history since Dec 22, 1999	0.93

The correlation between BBISX and MALVX has been stable across timeframes, ranging from 0.92 to 0.95 - a consistent structural relationship.

Return for Risk

BBISX vs. MALVX — Risk / Return Rank

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

BBISX

BBISX Risk / Return Rank: 92
BBISX Sharpe Ratio Rank: 94
BBISX Sortino Ratio Rank: 90
BBISX Omega Ratio Rank: 85
BBISX Calmar Ratio Rank: 96
BBISX Martin Ratio Rank: 96

MALVX

MALVX Risk / Return Rank: 95
MALVX Sharpe Ratio Rank: 97
MALVX Sortino Ratio Rank: 94
MALVX Omega Ratio Rank: 89
MALVX Calmar Ratio Rank: 96
MALVX Martin Ratio Rank: 97

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. MALVX - 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 BlackRock Advantage Large Cap Value Fund (MALVX). 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	MALVX	Difference
Sharpe ratio: Return per unit of total volatility	3.03	3.29	-0.27
Sortino ratio: Return per unit of downside risk	4.13	4.58	-0.45
Omega ratio: Gain probability vs. loss probability	1.53	1.60	-0.07
Calmar ratio: Return relative to maximum drawdown	5.72	5.61	+0.11
Martin ratio: Return relative to average drawdown	21.77	25.40	-3.62

BBISX vs. MALVX - Sharpe Ratio Comparison

The current BBISX Sharpe Ratio is 3.03, which is comparable to the MALVX Sharpe Ratio of 3.29. The chart below compares the historical Sharpe Ratios of BBISX and MALVX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

BBISX vs. MALVX - Drawdown Comparison

The maximum BBISX drawdown since its inception was -59.31%, which is greater than MALVX's maximum drawdown of -55.21%. Use the drawdown chart below to compare losses from any high point for BBISX and MALVX.

Drawdown Indicators

	BBISX	MALVX	Difference
Max Drawdown Largest peak-to-trough decline	-59.31%	-55.21%	-4.10%
Max Drawdown (1Y) Largest decline over 1 year	-6.10%	-6.53%	+0.43%
Max Drawdown (3Y) Largest decline over 3 years	-14.71%	-16.13%	+1.42%
Max Drawdown (5Y) Largest decline over 5 years	-19.45%	-19.73%	+0.28%
Max Drawdown (10Y) Largest decline over 10 years	-38.37%	-37.12%	-1.25%
Current Drawdown Current decline from peak	-1.43%	-0.46%	-0.97%
Average Drawdown Average peak-to-trough decline	-10.13%	-8.74%	-1.39%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.60%	1.44%	+0.16%

Volatility

BBISX vs. MALVX - Volatility Comparison

The current volatility for Sterling Capital Behavioral Large Cap Value Equity Fund (BBISX) is 3.32%, while BlackRock Advantage Large Cap Value Fund (MALVX) has a volatility of 4.15%. This indicates that BBISX experiences smaller price fluctuations and is considered to be less risky than MALVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BBISX	MALVX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.32%	4.15%	-0.83%
Volatility (6M) Calculated over the trailing 6-month period	8.90%	8.79%	+0.11%
Volatility (1Y) Calculated over the trailing 1-year period	11.55%	11.12%	+0.43%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.33%	14.83%	+0.50%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.65%	17.33%	+0.32%

BBISX vs. MALVX - Expense Ratio Comparison

BBISX has a 0.77% expense ratio, which is higher than MALVX's 0.54% expense ratio.

Dividends

BBISX vs. MALVX - Dividend Comparison

BBISX's dividend yield for the trailing twelve months is around 1.28%, less than MALVX's 7.78% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BBISX Sterling Capital Behavioral Large Cap Value Equity Fund	1.28%	1.53%	1.88%	1.73%	1.56%	0.43%	3.22%	8.20%	11.93%	2.86%	1.90%	1.68%
MALVX BlackRock Advantage Large Cap Value Fund	7.78%	9.23%	14.33%	2.84%	5.96%	17.48%	1.68%	3.92%	12.95%	0.43%	1.38%	1.01%

Frequently Asked Questions

Can I hold both BBISX and MALVX in my portfolio?

With a correlation of 0.92, BBISX and MALVX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, BBISX or MALVX?

MALVX has higher volatility (4.15%) compared to BBISX (3.32%). In terms of maximum drawdown, BBISX dropped -59.31% vs MALVX's -55.21%.

Which has better risk-adjusted returns?

MALVX currently has the higher Sharpe Ratio (3.29 vs 3.02), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.