BBSGX vs. DHEAX
Compare and contrast key facts about Sterling Capital Short Duration Bond Fund (BBSGX) and Diamond Hill Short Duration Securitized Bond Fund (DHEAX).
BBSGX is managed by Sterling Capital. It was launched on Nov 30, 1992. DHEAX is managed by Diamond Hill. It was launched on Jul 5, 2016.
Performance
BBSGX vs. DHEAX - Performance Comparison
Loading graphics...
BBSGX vs. DHEAX - 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% |
DHEAX Diamond Hill Short Duration Securitized Bond Fund | 0.85% | 5.70% | 9.15% | 8.38% | -3.57% | 2.42% | 2.87% | 4.44% | 2.88% | 3.97% |
Returns By Period
In the year-to-date period, BBSGX achieves a -0.10% return, which is significantly lower than DHEAX's 0.85% 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%
DHEAX
- 1D
- 0.10%
- 1M
- -0.09%
- YTD
- 0.85%
- 6M
- 1.62%
- 1Y
- 4.98%
- 3Y*
- 7.40%
- 5Y*
- 4.19%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BBSGX vs. DHEAX - Expense Ratio Comparison
BBSGX has a 0.43% expense ratio, which is lower than DHEAX's 0.83% expense ratio.
Return for Risk
BBSGX vs. DHEAX — Risk / Return Rank
BBSGX
DHEAX
BBSGX vs. DHEAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Short Duration Bond Fund (BBSGX) and Diamond Hill Short Duration Securitized Bond Fund (DHEAX). 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 | DHEAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.29 | 4.21 | -1.91 |
Sortino ratioReturn per unit of downside risk | 4.40 | 6.76 | -2.36 |
Omega ratioGain probability vs. loss probability | 1.69 | 2.25 | -0.56 |
Calmar ratioReturn relative to maximum drawdown | 4.82 | 9.96 | -5.13 |
Martin ratioReturn relative to average drawdown | 17.99 | 38.15 | -20.16 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BBSGX | DHEAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.29 | 4.21 | -1.91 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.26 | 2.78 | -1.52 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.39 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.59 | 1.74 | -0.15 |
Correlation
The correlation between BBSGX and DHEAX is 0.53, 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
BBSGX vs. DHEAX - Dividend Comparison
BBSGX's dividend yield for the trailing twelve months is around 4.26%, less than DHEAX's 5.71% 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% |
DHEAX Diamond Hill Short Duration Securitized Bond Fund | 5.71% | 5.27% | 5.94% | 5.25% | 3.41% | 2.31% | 2.92% | 3.76% | 3.45% | 3.20% | 0.00% | 0.00% |
Drawdowns
BBSGX vs. DHEAX - Drawdown Comparison
The maximum BBSGX drawdown since its inception was -5.60%, smaller than the maximum DHEAX drawdown of -12.34%. Use the drawdown chart below to compare losses from any high point for BBSGX and DHEAX.
Loading graphics...
Drawdown Indicators
| BBSGX | DHEAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.60% | -12.34% | +6.74% |
Max Drawdown (1Y)Largest decline over 1 year | -0.96% | -0.50% | -0.46% |
Max Drawdown (5Y)Largest decline over 5 years | -5.34% | -5.06% | -0.28% |
Max Drawdown (10Y)Largest decline over 10 years | -5.60% | — | — |
Current DrawdownCurrent decline from peak | -0.84% | -0.19% | -0.65% |
Average DrawdownAverage peak-to-trough decline | -0.46% | -0.82% | +0.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.26% | 0.13% | +0.13% |
Volatility
BBSGX vs. DHEAX - Volatility Comparison
Sterling Capital Short Duration Bond Fund (BBSGX) has a higher volatility of 0.65% compared to Diamond Hill Short Duration Securitized Bond Fund (DHEAX) at 0.43%. This indicates that BBSGX's price experiences larger fluctuations and is considered to be riskier than DHEAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BBSGX | DHEAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.65% | 0.43% | +0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 1.34% | 0.80% | +0.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.98% | 1.19% | +0.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.09% | 1.51% | +0.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.90% | 2.29% | -0.39% |