BBSGX vs. STBFX
BBSGX (Sterling Capital Short Duration Bond Fund) and STBFX (Sextant Short Term Bond Fund) are both Short-Term Bond funds. A 0.57 correlation means they provide meaningful diversification when combined. BBSGX charges 0.43%/yr vs 0.60%/yr for STBFX.
Performance
BBSGX vs. STBFX - 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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STBFX
- 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. STBFX - 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% |
STBFX Sextant Short Term Bond Fund | 0.28% | 4.92% | 3.87% | 3.79% | -4.16% | -1.09% | 3.42% | 4.03% | 1.09% | 0.50% |
Correlation
The correlation between BBSGX and STBFX is 0.59, 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 | 0.59 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.59 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.64 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.58 |
Correlation (All Time) Calculated using the full available price history since Jun 21, 1996 | 0.57 |
The correlation between BBSGX and STBFX has been stable across timeframes, ranging from 0.57 to 0.64 - a consistent structural relationship.
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Return for Risk
BBSGX vs. STBFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Short Duration Bond Fund (BBSGX) and Sextant Short Term Bond Fund (STBFX). 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. STBFX - Drawdown Comparison
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Volatility
BBSGX vs. STBFX - Volatility Comparison
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BBSGX vs. STBFX - Expense Ratio Comparison
BBSGX has a 0.43% expense ratio, which is lower than STBFX's 0.60% expense ratio.
Dividends
BBSGX vs. STBFX - Dividend Comparison
BBSGX's dividend yield for the trailing twelve months is around 3.48%, more than STBFX's 2.61% 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% |
STBFX Sextant Short Term Bond Fund | 2.61% | 3.17% | 2.77% | 1.84% | 1.04% | 1.07% | 1.60% | 1.75% | 1.47% | 1.30% | 1.06% | 1.07% |
Frequently Asked Questions
BBSGX and STBFX have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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