BIBTX vs. BBNTX
Compare and contrast key facts about Sterling Capital Total Return Bond Fund (BIBTX) and Sterling Capital North Carolina Intermediate Tax-Free Fund (BBNTX).
BIBTX is managed by Sterling Capital. It was launched on Dec 2, 1999. BBNTX is managed by Sterling Capital. It was launched on Oct 15, 1992.
Performance
BIBTX vs. BBNTX - Performance Comparison
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BIBTX vs. BBNTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIBTX Sterling Capital Total Return Bond Fund | -0.49% | 6.93% | 2.17% | 5.53% | -13.24% | -1.21% | 9.24% | 9.29% | -0.34% | 4.34% |
BBNTX Sterling Capital North Carolina Intermediate Tax-Free Fund | -0.75% | 5.19% | 0.45% | 3.64% | -5.86% | -0.23% | 4.26% | 6.09% | 0.73% | 3.28% |
Returns By Period
In the year-to-date period, BIBTX achieves a -0.49% return, which is significantly higher than BBNTX's -0.75% return. Over the past 10 years, BIBTX has outperformed BBNTX with an annualized return of 2.11%, while BBNTX has yielded a comparatively lower 1.42% annualized return.
BIBTX
- 1D
- 0.21%
- 1M
- -1.79%
- YTD
- -0.49%
- 6M
- 0.33%
- 1Y
- 3.50%
- 3Y*
- 3.66%
- 5Y*
- 0.19%
- 10Y*
- 2.11%
BBNTX
- 1D
- 0.20%
- 1M
- -2.23%
- YTD
- -0.75%
- 6M
- 0.51%
- 1Y
- 3.44%
- 3Y*
- 2.19%
- 5Y*
- 0.61%
- 10Y*
- 1.42%
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BIBTX vs. BBNTX - Expense Ratio Comparison
BIBTX has a 0.45% expense ratio, which is lower than BBNTX's 0.57% expense ratio.
Return for Risk
BIBTX vs. BBNTX — Risk / Return Rank
BIBTX
BBNTX
BIBTX vs. BBNTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Total Return Bond Fund (BIBTX) 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.
| BIBTX | BBNTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.85 | 1.13 | -0.28 |
Sortino ratioReturn per unit of downside risk | 1.20 | 1.51 | -0.30 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.32 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 1.42 | 1.35 | +0.07 |
Martin ratioReturn relative to average drawdown | 4.13 | 5.28 | -1.14 |
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
| BIBTX | BBNTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | 1.13 | -0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.03 | 0.22 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.44 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.93 | 1.21 | -0.28 |
Correlation
The correlation between BIBTX and BBNTX is 0.58, 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
BIBTX vs. BBNTX - Dividend Comparison
BIBTX's dividend yield for the trailing twelve months is around 3.79%, more than BBNTX's 2.68% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIBTX Sterling Capital Total Return Bond Fund | 3.79% | 4.09% | 4.11% | 3.17% | 2.82% | 3.15% | 4.03% | 3.12% | 3.22% | 3.00% | 3.27% | 3.55% |
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% |
Drawdowns
BIBTX vs. BBNTX - Drawdown Comparison
The maximum BIBTX drawdown since its inception was -18.28%, which is greater than BBNTX's maximum drawdown of -10.25%. Use the drawdown chart below to compare losses from any high point for BIBTX and BBNTX.
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Drawdown Indicators
| BIBTX | BBNTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.28% | -10.25% | -8.03% |
Max Drawdown (1Y)Largest decline over 1 year | -3.04% | -3.28% | +0.24% |
Max Drawdown (5Y)Largest decline over 5 years | -18.28% | -10.16% | -8.12% |
Max Drawdown (10Y)Largest decline over 10 years | -18.28% | -10.25% | -8.03% |
Current DrawdownCurrent decline from peak | -2.30% | -2.52% | +0.22% |
Average DrawdownAverage peak-to-trough decline | -2.38% | -1.46% | -0.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.04% | 0.84% | +0.20% |
Volatility
BIBTX vs. BBNTX - Volatility Comparison
Sterling Capital Total Return Bond Fund (BIBTX) has a higher volatility of 1.59% compared to Sterling Capital North Carolina Intermediate Tax-Free Fund (BBNTX) at 0.98%. This indicates that BIBTX's price experiences larger fluctuations and is considered to be riskier than BBNTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BIBTX | BBNTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.59% | 0.98% | +0.61% |
Volatility (6M)Calculated over the trailing 6-month period | 2.61% | 1.45% | +1.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.46% | 3.40% | +1.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.78% | 2.80% | +2.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.87% | 3.21% | +1.66% |