BBISX vs. OWVAX
BBISX (Sterling Capital Behavioral Large Cap Value Equity Fund) and OWVAX (Sterling Capital West Virginia Intermediate Tax-Free Fund) are both mutual funds - BBISX is a Large Cap Value Equities fund managed by Sterling Capital, while OWVAX is a Municipal Bonds fund managed by Sterling Capital. Over the past 10 years, BBISX returned 13.15%/yr vs 1.83%/yr for OWVAX. At a correlation of -0.08, they often move in opposite directions. BBISX charges 0.77%/yr vs 0.58%/yr for OWVAX.
Performance
BBISX vs. OWVAX - Performance Comparison
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Returns By Period
In the year-to-date period, BBISX achieves a 16.13% return, which is significantly higher than OWVAX's 1.00% return. Over the past 10 years, BBISX has outperformed OWVAX with an annualized return of 13.15%, while OWVAX has yielded a comparatively lower 1.83% annualized return.
BBISX
- 1D
- 0.07%
- 1M
- 4.63%
- YTD
- 16.13%
- 6M
- 17.53%
- 1Y
- 35.00%
- 3Y*
- 25.53%
- 5Y*
- 13.75%
- 10Y*
- 13.15%
OWVAX
- 1D
- 0.00%
- 1M
- 0.46%
- YTD
- 1.00%
- 6M
- 1.36%
- 1Y
- 5.25%
- 3Y*
- 3.55%
- 5Y*
- 1.13%
- 10Y*
- 1.83%
BBISX vs. OWVAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BBISX Sterling Capital Behavioral Large Cap Value Equity Fund | 16.13% | 23.54% | 20.93% | 12.49% | -5.96% | 31.07% | -1.57% | 23.81% | -10.28% | 18.82% |
OWVAX Sterling Capital West Virginia Intermediate Tax-Free Fund | 1.00% | 5.44% | 1.18% | 4.18% | -5.91% | 0.39% | 4.49% | 6.15% | 0.67% | 3.43% |
Correlation
The correlation between BBISX and OWVAX is 0.04, 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 | 0.04 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.09 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.05 |
Correlation (10Y) Calculated over the trailing 10-year period | -0.05 |
Correlation (All Time) Calculated using the full available price history since Jun 21, 1996 | -0.08 |
The correlation between BBISX and OWVAX shifts across timeframes, from -0.08 (all time) to 0.09 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
BBISX vs. OWVAX — Risk / Return Rank
BBISX
OWVAX
BBISX vs. OWVAX - 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 West Virginia Intermediate Tax-Free Fund (OWVAX). 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.
| BBISX | OWVAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.30 | ||
| Sortino ratioReturn per unit of downside risk | -0.16 | ||
| Omega ratioGain probability vs. loss probability | 1.53 | 1.76 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | 5.61 | 2.26 | +3.34 |
| Martin ratioReturn relative to average drawdown | 21.45 | 7.51 | +13.94 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BBISX | OWVAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.03 | 2.73 | +0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.90 | 0.42 | +0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.60 | +0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 1.07 | -0.60 |
Drawdowns
BBISX vs. OWVAX - Drawdown Comparison
The maximum BBISX drawdown since its inception was -59.31%, which is greater than OWVAX's maximum drawdown of -12.59%. Use the drawdown chart below to compare losses from any high point for BBISX and OWVAX.
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Drawdown Indicators
| BBISX | OWVAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.31% | -12.59% | -46.72% |
Max Drawdown (1Y)Largest decline over 1 year | -6.10% | -2.38% | -3.72% |
Max Drawdown (3Y)Largest decline over 3 years | -14.71% | -3.60% | -11.11% |
Max Drawdown (5Y)Largest decline over 5 years | -19.45% | -9.42% | -10.03% |
Max Drawdown (10Y)Largest decline over 10 years | -38.37% | -9.79% | -28.58% |
Current DrawdownCurrent decline from peak | 0.00% | -0.71% | +0.71% |
Average DrawdownAverage peak-to-trough decline | -10.15% | -1.63% | -8.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.59% | 0.72% | +0.87% |
Volatility
BBISX vs. OWVAX - Volatility Comparison
Sterling Capital Behavioral Large Cap Value Equity Fund (BBISX) has a higher volatility of 2.86% compared to Sterling Capital West Virginia Intermediate Tax-Free Fund (OWVAX) at 0.78%. This indicates that BBISX's price experiences larger fluctuations and is considered to be riskier than OWVAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBISX | OWVAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.86% | 0.78% | +2.08% |
Volatility (6M)Calculated over the trailing 6-month period | 8.66% | 1.56% | +7.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.30% | 1.97% | +9.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.35% | 2.69% | +12.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.63% | 3.09% | +14.54% |
BBISX vs. OWVAX - Expense Ratio Comparison
BBISX has a 0.77% expense ratio, which is higher than OWVAX's 0.58% expense ratio.
Dividends
BBISX vs. OWVAX - Dividend Comparison
BBISX's dividend yield for the trailing twelve months is around 1.29%, less than OWVAX's 2.88% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBISX Sterling Capital Behavioral Large Cap Value Equity Fund | 1.29% | 1.53% | 1.88% | 1.73% | 1.56% | 0.43% | 3.22% | 8.20% | 11.93% | 2.86% | 1.90% | 1.68% |
OWVAX Sterling Capital West Virginia Intermediate Tax-Free Fund | 2.88% | 3.76% | 3.08% | 2.26% | 1.99% | 1.76% | 2.03% | 2.73% | 2.58% | 2.47% | 2.81% | 2.90% |
Frequently Asked Questions
BBISX and OWVAX have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BBISX has higher volatility (2.86%) compared to OWVAX (0.78%). In terms of maximum drawdown, BBISX dropped -59.31% vs OWVAX's -12.59%.
BBISX currently has the higher Sharpe Ratio (3.03 vs 2.73), 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.
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