BBSGX vs. TNSHX
Compare and contrast key facts about Sterling Capital Short Duration Bond Fund (BBSGX) and TIAA-CREF Short-Term Bond Index Fund (TNSHX).
BBSGX is managed by Sterling Capital. It was launched on Nov 30, 1992. TNSHX is managed by TIAA Investments. It was launched on Aug 7, 2015.
Performance
BBSGX vs. TNSHX - Performance Comparison
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BBSGX vs. TNSHX - 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% |
TNSHX TIAA-CREF Short-Term Bond Index Fund | -0.07% | 5.31% | 4.03% | 4.05% | -3.96% | -0.57% | 3.26% | 4.05% | 1.31% | 0.70% |
Returns By Period
In the year-to-date period, BBSGX achieves a -0.10% return, which is significantly lower than TNSHX's -0.07% return. Over the past 10 years, BBSGX has outperformed TNSHX with an annualized return of 2.63%, while TNSHX has yielded a comparatively lower 1.78% 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%
TNSHX
- 1D
- 0.00%
- 1M
- -0.62%
- YTD
- -0.07%
- 6M
- 0.96%
- 1Y
- 3.56%
- 3Y*
- 3.89%
- 5Y*
- 1.72%
- 10Y*
- 1.78%
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BBSGX vs. TNSHX - Expense Ratio Comparison
BBSGX has a 0.43% expense ratio, which is higher than TNSHX's 0.09% expense ratio.
Return for Risk
BBSGX vs. TNSHX — Risk / Return Rank
BBSGX
TNSHX
BBSGX vs. TNSHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Short Duration Bond Fund (BBSGX) and TIAA-CREF Short-Term Bond Index Fund (TNSHX). 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 | TNSHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.29 | 1.83 | +0.46 |
Sortino ratioReturn per unit of downside risk | 4.40 | 3.29 | +1.11 |
Omega ratioGain probability vs. loss probability | 1.69 | 1.45 | +0.24 |
Calmar ratioReturn relative to maximum drawdown | 4.82 | 3.67 | +1.15 |
Martin ratioReturn relative to average drawdown | 17.99 | 13.23 | +4.76 |
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 | TNSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.29 | 1.83 | +0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.26 | 0.78 | +0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.39 | 0.99 | +0.39 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.59 | 1.03 | +0.56 |
Correlation
The correlation between BBSGX and TNSHX is 0.70, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BBSGX vs. TNSHX - Dividend Comparison
BBSGX's dividend yield for the trailing twelve months is around 4.26%, more than TNSHX's 3.82% 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% |
TNSHX TIAA-CREF Short-Term Bond Index Fund | 3.82% | 4.22% | 3.94% | 2.68% | 1.00% | 1.03% | 1.81% | 2.45% | 1.80% | 1.31% | 0.98% | 0.00% |
Drawdowns
BBSGX vs. TNSHX - Drawdown Comparison
The maximum BBSGX drawdown since its inception was -5.60%, smaller than the maximum TNSHX drawdown of -5.99%. Use the drawdown chart below to compare losses from any high point for BBSGX and TNSHX.
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Drawdown Indicators
| BBSGX | TNSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.60% | -5.99% | +0.39% |
Max Drawdown (1Y)Largest decline over 1 year | -0.96% | -1.13% | +0.17% |
Max Drawdown (5Y)Largest decline over 5 years | -5.34% | -5.99% | +0.65% |
Max Drawdown (10Y)Largest decline over 10 years | -5.60% | -5.99% | +0.39% |
Current DrawdownCurrent decline from peak | -0.84% | -0.82% | -0.02% |
Average DrawdownAverage peak-to-trough decline | -0.46% | -0.90% | +0.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.26% | 0.31% | -0.05% |
Volatility
BBSGX vs. TNSHX - Volatility Comparison
Sterling Capital Short Duration Bond Fund (BBSGX) has a higher volatility of 0.65% compared to TIAA-CREF Short-Term Bond Index Fund (TNSHX) at 0.52%. This indicates that BBSGX's price experiences larger fluctuations and is considered to be riskier than TNSHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBSGX | TNSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.65% | 0.52% | +0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 1.34% | 1.23% | +0.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.98% | 1.99% | -0.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.09% | 2.22% | -0.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.90% | 1.80% | +0.10% |