BBSGX vs. BUSIX
BBSGX (Sterling Capital Short Duration Bond Fund) and BUSIX (Sterling Capital Ultra Short Bond Fund) are both mutual funds - BBSGX is a Short-Term Bond fund managed by Sterling Capital, while BUSIX is a Ultrashort Bond fund managed by Sterling Capital. At a 0.48 correlation, their price movements are largely independent. BBSGX charges 0.43%/yr vs 0.27%/yr for BUSIX.
Performance
BBSGX vs. BUSIX - Performance Comparison
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Returns By Period
BBSGX
- 1D
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- 1M
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- YTD
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- 6M
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- 1Y
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- 3Y*
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- 5Y*
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- 10Y*
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BUSIX
- 1D
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- 1M
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- YTD
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- 6M
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- 1Y
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- 3Y*
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- 5Y*
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- 10Y*
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BBSGX vs. BUSIX - 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% |
BUSIX Sterling Capital Ultra Short Bond Fund | 0.83% | 4.93% | 5.87% | 5.09% | 0.32% | 0.31% | 2.16% | 3.27% | 1.66% | 1.37% |
Correlation
The correlation between BBSGX and BUSIX is 0.50, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.50 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.48 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.50 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.49 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2013 | 0.48 |
The correlation between BBSGX and BUSIX has been stable across timeframes, ranging from 0.48 to 0.50 - a consistent structural relationship.
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Return for Risk
BBSGX vs. BUSIX - 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 Ultra Short Bond Fund (BUSIX). 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.
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Drawdowns
BBSGX vs. BUSIX - Drawdown Comparison
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Volatility
BBSGX vs. BUSIX - Volatility Comparison
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BBSGX vs. BUSIX - Expense Ratio Comparison
BBSGX has a 0.43% expense ratio, which is higher than BUSIX's 0.27% expense ratio.
Dividends
BBSGX vs. BUSIX - Dividend Comparison
BBSGX's dividend yield for the trailing twelve months is around 3.48%, more than BUSIX's 3.19% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
BUSIX Sterling Capital Ultra Short Bond Fund | 3.19% | 4.29% | 4.65% | 3.48% | 1.87% | 1.24% | 1.72% | 2.60% | 2.05% | 1.57% | 1.74% | 1.36% |
Frequently Asked Questions
BBSGX and BUSIX have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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