BBNTX vs. BVATX
BBNTX (Sterling Capital North Carolina Intermediate Tax-Free Fund) and BVATX (Sterling Capital Virginia Intermediate Tax Free Fund) are both Municipal Bonds funds from Sterling Capital. Over the past 10 years, BBNTX returned 1.25%/yr vs 1.20%/yr for BVATX. Their correlation of 0.89 means they have usually moved in the same direction. BBNTX charges 0.57%/yr vs 0.58%/yr for BVATX.
Performance
BBNTX vs. BVATX - Performance Comparison
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Returns By Period
In the year-to-date period, BBNTX achieves a -0.85% return, which is significantly higher than BVATX's -0.90% return. Both investments have delivered pretty close results over the past 10 years, with BBNTX having a 1.25% annualized return and BVATX not far behind at 1.20%.
BBNTX
- 1D
- -0.10%
- 1M
- -1.87%
- 6M
- -1.65%
- YTD
- -0.85%
- 1Y
- 2.28%
- 3Y*
- 2.47%
- 5Y*
- 0.32%
- 10Y*
- 1.25%
- ALL TIME*
- 3.35%
BVATX
- 1D
- -0.18%
- 1M
- -1.98%
- 6M
- -1.65%
- YTD
- -0.90%
- 1Y
- 1.98%
- 3Y*
- 2.23%
- 5Y*
- 0.20%
- 10Y*
- 1.20%
- ALL TIME*
- 2.92%
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 |
BBNTX vs. BVATX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BBNTX Sterling Capital North Carolina Intermediate Tax-Free Fund | -0.85% | 5.19% | 0.45% | 3.64% | -5.86% | -0.23% | 4.26% | 6.09% | 0.73% | 3.28% |
BVATX Sterling Capital Virginia Intermediate Tax Free Fund | -0.90% | 4.70% | 0.32% | 3.60% | -5.59% | -0.59% | 4.28% | 6.32% | 0.79% | 3.28% |
Correlation
The correlation between BBNTX and BVATX is 0.85, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.85 |
Correlation (3Y) Balances recent behavior with more history. | 0.90 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.91 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.88 |
Correlation (All Time) Calculated using the full available price history since May 17, 1999 | 0.89 |
The correlation between BBNTX and BVATX has been stable across timeframes, ranging from 0.85 to 0.91 - a consistent structural relationship.
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Return for Risk
BBNTX vs. BVATX — Risk / Return Rank
BBNTX
BVATX
BBNTX vs. BVATX - 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 Virginia Intermediate Tax Free Fund (BVATX). 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.
| BBNTX | BVATX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.09 | ||
| Sortino ratioReturn per unit of downside risk | +0.12 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.24 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 0.89 | 0.85 | +0.04 |
| Martin ratioReturn relative to average drawdown | 2.32 | 2.24 | +0.08 |
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Drawdowns
BBNTX vs. BVATX - Drawdown Comparison
The maximum BBNTX drawdown since its inception was -10.25%, roughly equal to the maximum BVATX drawdown of -10.24%. Use the drawdown chart below to compare losses from any high point for BBNTX and BVATX.
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Drawdown Indicators
| BBNTX | BVATX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.25% | -10.24% | -0.01% |
Max Drawdown (1Y)Largest decline over 1 year | -2.81% | -2.57% | -0.24% |
Max Drawdown (3Y)Largest decline over 3 years | -3.39% | -3.47% | +0.08% |
Max Drawdown (5Y)Largest decline over 5 years | -10.16% | -9.97% | -0.19% |
Max Drawdown (10Y)Largest decline over 10 years | -10.25% | -10.24% | -0.01% |
Current DrawdownCurrent decline from peak | -2.61% | -2.53% | -0.08% |
Average DrawdownAverage peak-to-trough decline | -1.46% | -1.61% | +0.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.07% | 0.97% | +0.10% |
Volatility
BBNTX vs. BVATX - Volatility Comparison
Sterling Capital North Carolina Intermediate Tax-Free Fund (BBNTX) and Sterling Capital Virginia Intermediate Tax Free Fund (BVATX) have volatilities of 0.77% and 0.75%, 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
| BBNTX | BVATX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.77% | 0.75% | +0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 1.92% | 1.80% | +0.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.26% | 2.14% | +0.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.86% | 2.83% | +0.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.22% | 3.19% | +0.03% |
BBNTX vs. BVATX - Expense Ratio Comparison
BBNTX has a 0.57% expense ratio, which is lower than BVATX's 0.58% expense ratio.
Dividends
BBNTX vs. BVATX - Dividend Comparison
BBNTX's dividend yield for the trailing twelve months is around 2.50%, more than BVATX's 2.37% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBNTX Sterling Capital North Carolina Intermediate Tax-Free Fund | 2.50% | 3.52% | 2.82% | 2.07% | 1.94% | 1.59% | 1.62% | 2.43% | 2.51% | 2.39% | 2.73% | 2.98% |
BVATX Sterling Capital Virginia Intermediate Tax Free Fund | 2.37% | 3.36% | 2.67% | 1.89% | 1.81% | 1.65% | 2.03% | 2.27% | 2.24% | 2.20% | 3.06% | 2.71% |
Frequently Asked Questions
BBNTX and BVATX have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BBNTX has higher volatility (0.77%) compared to BVATX (0.75%). In terms of maximum drawdown, BBNTX dropped -10.25% vs BVATX's -10.24%.
BBNTX currently has the higher Sharpe Ratio (1.13 vs 1.03), 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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