BBISX vs. STSCX
BBISX (Sterling Capital Behavioral Large Cap Value Equity Fund) and STSCX (Sterling Capital Stratton Small Cap Value Fund) are both mutual funds - BBISX is a Large Cap Value Equities fund managed by Sterling Capital, while STSCX is a Small Cap Blend Equities fund managed by Sterling Capital. Over the past 10 years, BBISX returned 13.45%/yr vs 12.19%/yr for STSCX. Their correlation of 0.83 means they have usually moved in the same direction. BBISX charges 0.77%/yr vs 0.98%/yr for STSCX.
Performance
BBISX vs. STSCX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with BBISX having a 22.46% return and STSCX slightly lower at 22.23%. Over the past 10 years, BBISX has outperformed STSCX with an annualized return of 13.45%, while STSCX has yielded a comparatively lower 12.19% annualized return.
BBISX
- 1D
- 0.70%
- 1M
- 3.06%
- 6M
- 16.77%
- YTD
- 22.46%
- 1Y
- 38.13%
- 3Y*
- 24.13%
- 5Y*
- 15.65%
- 10Y*
- 13.45%
- ALL TIME*
- 8.42%
STSCX
- 1D
- 1.70%
- 1M
- -0.47%
- 6M
- 14.94%
- YTD
- 22.23%
- 1Y
- 32.69%
- 3Y*
- 17.87%
- 5Y*
- 11.49%
- 10Y*
- 12.19%
- ALL TIME*
- 11.79%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
BBISX vs. STSCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BBISX Sterling Capital Behavioral Large Cap Value Equity Fund | 22.46% | 23.54% | 20.93% | 12.49% | -5.96% | 31.07% | -1.57% | 23.81% | -10.28% | 18.82% |
STSCX Sterling Capital Stratton Small Cap Value Fund | 22.23% | 11.87% | 13.78% | 19.04% | -14.45% | 31.59% | 3.18% | 33.00% | -14.38% | 13.19% |
Correlation
The correlation between BBISX and STSCX is 0.79, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.79 |
Correlation (3Y) Balances recent behavior with more history. | 0.84 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.87 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.88 |
Correlation (All Time) Calculated using the full available price history since Jun 20, 1996 | 0.83 |
The correlation between BBISX and STSCX has been stable across timeframes, ranging from 0.79 to 0.88 - a consistent structural relationship.
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Return for Risk
BBISX vs. STSCX — Risk / Return Rank
BBISX
STSCX
BBISX vs. STSCX - 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 Small Cap Value Fund (STSCX). 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 | STSCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.17 | ||
| Sortino ratioReturn per unit of downside risk | +1.38 | ||
| Omega ratioGain probability vs. loss probability | 1.55 | 1.34 | +0.21 |
| Calmar ratioReturn relative to maximum drawdown | 5.88 | 3.21 | +2.67 |
| Martin ratioReturn relative to average drawdown | 23.19 | 11.79 | +11.39 |
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Drawdowns
BBISX vs. STSCX - Drawdown Comparison
The maximum BBISX drawdown since its inception was -59.31%, which is greater than STSCX's maximum drawdown of -54.02%. Use the drawdown chart below to compare losses from any high point for BBISX and STSCX.
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Drawdown Indicators
| BBISX | STSCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.31% | -54.02% | -5.29% |
Max Drawdown (1Y)Largest decline over 1 year | -6.10% | -9.33% | +3.23% |
Max Drawdown (3Y)Largest decline over 3 years | -14.71% | -25.48% | +10.77% |
Max Drawdown (5Y)Largest decline over 5 years | -19.45% | -25.48% | +6.03% |
Max Drawdown (10Y)Largest decline over 10 years | -38.37% | -44.28% | +5.91% |
Current DrawdownCurrent decline from peak | -0.60% | -2.18% | +1.58% |
Average DrawdownAverage peak-to-trough decline | -10.10% | -8.14% | -1.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.55% | 2.55% | -1.00% |
Volatility
BBISX vs. STSCX - Volatility Comparison
The current volatility for Sterling Capital Behavioral Large Cap Value Equity Fund (BBISX) is 2.67%, while Sterling Capital Stratton Small Cap Value Fund (STSCX) has a volatility of 3.68%. This indicates that BBISX experiences smaller price fluctuations and is considered to be less risky than STSCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBISX | STSCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.67% | 3.68% | -1.01% |
Volatility (6M)Calculated over the trailing 6-month period | 8.75% | 10.76% | -2.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.58% | 15.59% | -4.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.19% | 19.86% | -4.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.60% | 22.04% | -4.44% |
BBISX vs. STSCX - Expense Ratio Comparison
BBISX has a 0.77% expense ratio, which is lower than STSCX's 0.98% expense ratio.
Dividends
BBISX vs. STSCX - Dividend Comparison
BBISX's dividend yield for the trailing twelve months is around 1.26%, less than STSCX's 16.59% 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% |
STSCX Sterling Capital Stratton Small Cap Value Fund | 16.59% | 20.28% | 23.71% | 39.14% | 27.85% | 23.34% | 16.67% | 13.04% | 9.11% | 9.20% | 5.09% | 1.54% |
Frequently Asked Questions
BBISX and STSCX have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
STSCX has higher volatility (3.68%) compared to BBISX (2.67%). In terms of maximum drawdown, BBISX dropped -59.31% vs STSCX's -54.02%.
BBISX currently has the higher Sharpe Ratio (3.10 vs 1.93), 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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