BBSGX vs. BBNTX

Last updated Jun 5, 2026

BBSGX (Sterling Capital Short Duration Bond Fund) and BBNTX (Sterling Capital North Carolina Intermediate Tax-Free Fund) are both mutual funds - BBSGX is a Short-Term Bond fund managed by Sterling Capital, while BBNTX is a Municipal Bonds fund managed by Sterling Capital. A 0.50 correlation means they provide meaningful diversification when combined. BBSGX charges 0.43%/yr vs 0.57%/yr for BBNTX.

Performance

BBSGX vs. BBNTX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sterling Capital Short Duration Bond Fund (BBSGX) and Sterling Capital North Carolina Intermediate Tax-Free Fund (BBNTX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

BBSGX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BBNTX

• 1D: -0.10%
• 1M: 0.43%
• YTD: 0.62%
• 6M: 0.95%
• 1Y: 4.80%
• 3Y*: 3.11%
• 5Y*: 0.74%
• 10Y*: 1.49%

*Multi-year figures are annualized to reflect compound growth (CAGR)

BBSGX vs. BBNTX - 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%
BBNTX Sterling Capital North Carolina Intermediate Tax-Free Fund	0.62%	5.19%	0.45%	3.64%	-5.86%	-0.23%	4.26%	6.09%	0.73%	3.28%

Correlation

The correlation between BBSGX and BBNTX is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.39
Correlation (3Y) Calculated over the trailing 3-year period	0.48
Correlation (5Y) Calculated over the trailing 5-year period	0.49
Correlation (10Y) Calculated over the trailing 10-year period	0.45
Correlation (All Time) Calculated using the full available price history since Jun 21, 1996	0.50

The correlation between BBSGX and BBNTX shifts across timeframes, from 0.39 (1 year) to 0.50 (all time), reflecting how their relationship changes across market environments.

Return for Risk

BBSGX vs. BBNTX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BBNTX

BBNTX Risk / Return Rank: 53
BBNTX Sharpe Ratio Rank: 64
BBNTX Sortino Ratio Rank: 69
BBNTX Omega Ratio Rank: 87
BBNTX Calmar Ratio Rank: 24
BBNTX Martin Ratio Rank: 22

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BBSGX vs. BBNTX - 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 North Carolina Intermediate Tax-Free Fund (BBNTX). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	BBSGX	BBNTX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.33	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.26	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.46	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	1.22	—

Drawdowns

Drawdown Indicators

	BBSGX	BBNTX	Difference
Max Drawdown Largest peak-to-trough decline	—	-10.25%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-2.81%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-4.15%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-10.16%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-10.25%	—
Current Drawdown Current decline from peak	—	-1.17%	—
Average Drawdown Average peak-to-trough decline	—	-1.46%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	0.89%	—

Volatility

Volatility by Period

	BBSGX	BBNTX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	0.89%	—
Volatility (6M) Calculated over the trailing 6-month period	—	1.75%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	2.11%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	2.84%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	3.22%	—

BBSGX vs. BBNTX - Expense Ratio Comparison

BBSGX has a 0.43% expense ratio, which is lower than BBNTX's 0.57% expense ratio.

Dividends

BBSGX vs. BBNTX - Dividend Comparison

BBSGX's dividend yield for the trailing twelve months is around 3.48%, more than BBNTX's 2.68% yield.

Position	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	3.48%	4.66%	4.66%	3.12%	2.43%	2.23%	2.53%	2.85%	2.86%	2.70%	2.73%	3.10%

Frequently Asked Questions

Can I hold both BBSGX and BBNTX in my portfolio?

BBSGX and BBNTX have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.