BBNTX vs. BBSGX
Compare and contrast key facts about Sterling Capital North Carolina Intermediate Tax-Free Fund (BBNTX) and Sterling Capital Short Duration Bond Fund (BBSGX).
BBNTX is managed by Sterling Capital. It was launched on Oct 15, 1992. BBSGX is managed by Sterling Capital. It was launched on Nov 30, 1992.
Performance
BBNTX vs. BBSGX - Performance Comparison
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BBNTX vs. BBSGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BBNTX Sterling Capital North Carolina Intermediate Tax-Free Fund | -0.75% | 5.19% | 0.45% | 3.64% | -5.86% | -0.23% | 4.26% | 6.09% | 0.73% | 3.28% |
BBSGX Sterling Capital Short Duration Bond Fund | -0.10% | 5.68% | 5.56% | 5.38% | -3.18% | -0.10% | 4.24% | 4.72% | 1.34% | 1.77% |
Returns By Period
In the year-to-date period, BBNTX achieves a -0.75% return, which is significantly lower than BBSGX's -0.10% return. Over the past 10 years, BBNTX has underperformed BBSGX with an annualized return of 1.42%, while BBSGX has yielded a comparatively higher 2.63% annualized return.
BBNTX
- 1D
- 0.20%
- 1M
- -2.23%
- YTD
- -0.75%
- 6M
- 0.51%
- 1Y
- 3.44%
- 3Y*
- 2.19%
- 5Y*
- 0.61%
- 10Y*
- 1.42%
BBSGX
- 1D
- 0.12%
- 1M
- -0.72%
- YTD
- -0.10%
- 6M
- 1.06%
- 1Y
- 3.95%
- 3Y*
- 5.18%
- 5Y*
- 2.63%
- 10Y*
- 2.63%
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BBNTX vs. BBSGX - Expense Ratio Comparison
BBNTX has a 0.57% expense ratio, which is higher than BBSGX's 0.43% expense ratio.
Return for Risk
BBNTX vs. BBSGX — Risk / Return Rank
BBNTX
BBSGX
BBNTX vs. BBSGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sterling Capital North Carolina Intermediate Tax-Free Fund (BBNTX) and Sterling Capital Short Duration Bond Fund (BBSGX). 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.
| BBNTX | BBSGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.13 | 2.29 | -1.17 |
Sortino ratioReturn per unit of downside risk | 1.51 | 4.40 | -2.89 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.69 | -0.37 |
Calmar ratioReturn relative to maximum drawdown | 1.35 | 4.82 | -3.47 |
Martin ratioReturn relative to average drawdown | 5.28 | 17.99 | -12.71 |
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
| BBNTX | BBSGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.13 | 2.29 | -1.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 1.26 | -1.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 1.39 | -0.94 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.21 | 1.59 | -0.38 |
Correlation
The correlation between BBNTX and BBSGX is 0.51, 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
BBNTX vs. BBSGX - Dividend Comparison
BBNTX's dividend yield for the trailing twelve months is around 2.68%, less than BBSGX's 4.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBNTX Sterling Capital North Carolina Intermediate Tax-Free Fund | 2.68% | 3.52% | 2.82% | 2.07% | 1.94% | 1.59% | 1.62% | 2.43% | 2.51% | 2.39% | 2.73% | 2.98% |
BBSGX Sterling Capital Short Duration Bond Fund | 4.26% | 4.66% | 4.66% | 3.12% | 2.43% | 2.23% | 2.53% | 2.85% | 2.86% | 2.70% | 2.73% | 3.10% |
Drawdowns
BBNTX vs. BBSGX - Drawdown Comparison
The maximum BBNTX drawdown since its inception was -10.25%, which is greater than BBSGX's maximum drawdown of -5.60%. Use the drawdown chart below to compare losses from any high point for BBNTX and BBSGX.
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Drawdown Indicators
| BBNTX | BBSGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.25% | -5.60% | -4.65% |
Max Drawdown (1Y)Largest decline over 1 year | -3.28% | -0.96% | -2.32% |
Max Drawdown (5Y)Largest decline over 5 years | -10.16% | -5.34% | -4.82% |
Max Drawdown (10Y)Largest decline over 10 years | -10.25% | -5.60% | -4.65% |
Current DrawdownCurrent decline from peak | -2.52% | -0.84% | -1.68% |
Average DrawdownAverage peak-to-trough decline | -1.46% | -0.46% | -1.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.84% | 0.26% | +0.58% |
Volatility
BBNTX vs. BBSGX - Volatility Comparison
Sterling Capital North Carolina Intermediate Tax-Free Fund (BBNTX) has a higher volatility of 0.98% compared to Sterling Capital Short Duration Bond Fund (BBSGX) at 0.65%. This indicates that BBNTX's price experiences larger fluctuations and is considered to be riskier than BBSGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBNTX | BBSGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.98% | 0.65% | +0.33% |
Volatility (6M)Calculated over the trailing 6-month period | 1.45% | 1.34% | +0.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.40% | 1.98% | +1.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.80% | 2.09% | +0.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.21% | 1.90% | +1.31% |