BBSGX vs. BBISX
Compare and contrast key facts about Sterling Capital Short Duration Bond Fund (BBSGX) and Sterling Capital Behavioral Large Cap Value Equity Fund (BBISX).
BBSGX is managed by Sterling Capital. It was launched on Nov 30, 1992. BBISX is managed by Sterling Capital. It was launched on Oct 9, 1992.
Performance
BBSGX vs. BBISX - Performance Comparison
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BBSGX vs. BBISX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Returns By Period
In the year-to-date period, BBSGX achieves a -0.10% return, which is significantly lower than BBISX's 4.32% return. Over the past 10 years, BBSGX has underperformed BBISX with an annualized return of 2.63%, while BBISX has yielded a comparatively higher 12.07% annualized return.
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%
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%
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BBSGX vs. BBISX - Expense Ratio Comparison
BBSGX has a 0.43% expense ratio, which is lower than BBISX's 0.77% expense ratio.
Return for Risk
BBSGX vs. BBISX — Risk / Return Rank
BBSGX
BBISX
BBSGX vs. BBISX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Short Duration Bond Fund (BBSGX) and Sterling Capital Behavioral Large Cap Value Equity Fund (BBISX). 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.
| BBSGX | BBISX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.29 | 1.57 | +0.73 |
Sortino ratioReturn per unit of downside risk | 4.40 | 2.11 | +2.29 |
Omega ratioGain probability vs. loss probability | 1.69 | 1.32 | +0.37 |
Calmar ratioReturn relative to maximum drawdown | 4.82 | 2.17 | +2.66 |
Martin ratioReturn relative to average drawdown | 17.99 | 10.30 | +7.69 |
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
| BBSGX | BBISX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.29 | 1.57 | +0.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.26 | 0.86 | +0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.39 | 0.69 | +0.70 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.59 | 0.45 | +1.14 |
Correlation
The correlation between BBSGX and BBISX is -0.07. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
BBSGX vs. BBISX - Dividend Comparison
BBSGX's dividend yield for the trailing twelve months is around 4.26%, more than BBISX's 1.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
BBSGX vs. BBISX - Drawdown Comparison
The maximum BBSGX drawdown since its inception was -5.60%, smaller than the maximum BBISX drawdown of -59.31%. Use the drawdown chart below to compare losses from any high point for BBSGX and BBISX.
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Drawdown Indicators
| BBSGX | BBISX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.60% | -59.31% | +53.71% |
Max Drawdown (1Y)Largest decline over 1 year | -0.96% | -11.93% | +10.97% |
Max Drawdown (5Y)Largest decline over 5 years | -5.34% | -19.45% | +14.11% |
Max Drawdown (10Y)Largest decline over 10 years | -5.60% | -38.37% | +32.77% |
Current DrawdownCurrent decline from peak | -0.84% | -4.19% | +3.35% |
Average DrawdownAverage peak-to-trough decline | -0.46% | -10.21% | +9.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.26% | 2.51% | -2.25% |
Volatility
BBSGX vs. BBISX - Volatility Comparison
The current volatility for Sterling Capital Short Duration Bond Fund (BBSGX) is 0.65%, while Sterling Capital Behavioral Large Cap Value Equity Fund (BBISX) has a volatility of 4.57%. This indicates that BBSGX experiences smaller price fluctuations and is considered to be less risky than BBISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBSGX | BBISX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.65% | 4.57% | -3.92% |
Volatility (6M)Calculated over the trailing 6-month period | 1.34% | 9.18% | -7.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.98% | 15.72% | -13.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.09% | 15.45% | -13.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.90% | 17.64% | -15.74% |