BBISX vs. STMDX
Compare and contrast key facts about Sterling Capital Behavioral Large Cap Value Equity Fund (BBISX) and Sterling Capital Stratton Real Estate Fund (STMDX).
BBISX is managed by Sterling Capital. It was launched on Oct 9, 1992. STMDX is managed by Sterling Capital. It was launched on May 30, 1980.
Performance
BBISX vs. STMDX - Performance Comparison
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BBISX vs. STMDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BBISX Sterling Capital Behavioral Large Cap Value Equity Fund | 4.32% | 23.54% | 20.93% | 12.49% | -5.96% | 31.07% | -1.57% | 23.81% | -10.28% | 18.82% |
STMDX Sterling Capital Stratton Real Estate Fund | 2.49% | 1.35% | 6.25% | 13.28% | -26.17% | 38.53% | -0.54% | 31.77% | -2.82% | 7.81% |
Returns By Period
In the year-to-date period, BBISX achieves a 4.32% return, which is significantly higher than STMDX's 2.49% return. Over the past 10 years, BBISX has outperformed STMDX with an annualized return of 12.07%, while STMDX has yielded a comparatively lower 6.05% annualized return.
BBISX
- 1D
- 1.96%
- 1M
- -4.12%
- YTD
- 4.32%
- 6M
- 9.98%
- 1Y
- 24.40%
- 3Y*
- 20.61%
- 5Y*
- 13.26%
- 10Y*
- 12.07%
STMDX
- 1D
- 1.24%
- 1M
- -6.17%
- YTD
- 2.49%
- 6M
- 1.02%
- 1Y
- 0.81%
- 3Y*
- 6.53%
- 5Y*
- 3.32%
- 10Y*
- 6.05%
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BBISX vs. STMDX - Expense Ratio Comparison
BBISX has a 0.77% expense ratio, which is lower than STMDX's 0.82% expense ratio.
Return for Risk
BBISX vs. STMDX — Risk / Return Rank
BBISX
STMDX
BBISX vs. STMDX - 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 Stratton Real Estate Fund (STMDX). 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 | STMDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.57 | 0.07 | +1.50 |
Sortino ratioReturn per unit of downside risk | 2.11 | 0.20 | +1.92 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.03 | +0.29 |
Calmar ratioReturn relative to maximum drawdown | 2.17 | 0.17 | +2.00 |
Martin ratioReturn relative to average drawdown | 10.30 | 0.65 | +9.65 |
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 | STMDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.57 | 0.07 | +1.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.86 | 0.18 | +0.69 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.30 | +0.39 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.39 | +0.06 |
Correlation
The correlation between BBISX and STMDX is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BBISX vs. STMDX - Dividend Comparison
BBISX's dividend yield for the trailing twelve months is around 1.43%, less than STMDX's 6.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBISX Sterling Capital Behavioral Large Cap Value Equity Fund | 1.43% | 1.53% | 1.88% | 1.73% | 1.56% | 0.43% | 3.22% | 8.20% | 11.93% | 2.86% | 1.90% | 1.68% |
STMDX Sterling Capital Stratton Real Estate Fund | 6.19% | 6.24% | 7.14% | 8.39% | 8.29% | 7.14% | 4.05% | 9.15% | 5.92% | 4.80% | 7.98% | 2.96% |
Drawdowns
BBISX vs. STMDX - Drawdown Comparison
The maximum BBISX drawdown since its inception was -59.31%, smaller than the maximum STMDX drawdown of -65.12%. Use the drawdown chart below to compare losses from any high point for BBISX and STMDX.
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Drawdown Indicators
| BBISX | STMDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.31% | -65.12% | +5.81% |
Max Drawdown (1Y)Largest decline over 1 year | -11.93% | -12.22% | +0.29% |
Max Drawdown (5Y)Largest decline over 5 years | -19.45% | -33.43% | +13.98% |
Max Drawdown (10Y)Largest decline over 10 years | -38.37% | -40.52% | +2.15% |
Current DrawdownCurrent decline from peak | -4.19% | -7.70% | +3.51% |
Average DrawdownAverage peak-to-trough decline | -10.21% | -10.12% | -0.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.51% | 3.21% | -0.70% |
Volatility
BBISX vs. STMDX - Volatility Comparison
Sterling Capital Behavioral Large Cap Value Equity Fund (BBISX) and Sterling Capital Stratton Real Estate Fund (STMDX) have volatilities of 4.57% and 4.41%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBISX | STMDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.57% | 4.41% | +0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 9.18% | 8.95% | +0.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.72% | 15.80% | -0.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.45% | 18.73% | -3.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.64% | 20.42% | -2.78% |