BIBTX vs. BUSIX
BIBTX (Sterling Capital Total Return Bond Fund) and BUSIX (Sterling Capital Ultra Short Bond Fund) are both mutual funds - BIBTX is a Intermediate Core Bond fund managed by Sterling Capital, while BUSIX is a Ultrashort Bond fund managed by Sterling Capital. At a 0.38 correlation, their price movements are largely independent. BIBTX charges 0.45%/yr vs 0.27%/yr for BUSIX.
Performance
BIBTX vs. BUSIX - Performance Comparison
Loading charts...
Returns By Period
BIBTX
- 1D
- -0.32%
- 1M
- 0.61%
- YTD
- -0.00%
- 6M
- 0.35%
- 1Y
- 4.20%
- 3Y*
- 4.01%
- 5Y*
- 0.03%
- 10Y*
- 1.98%
BUSIX
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BIBTX vs. BUSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIBTX Sterling Capital Total Return Bond Fund | -0.00% | 6.93% | 2.17% | 5.53% | -13.24% | -1.21% | 9.24% | 9.29% | -0.34% | 4.34% |
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 BIBTX and BUSIX is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.31 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.36 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.39 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.38 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2013 | 0.38 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BIBTX vs. BUSIX — Risk / Return Rank
BIBTX
BUSIX
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
BIBTX vs. BUSIX - 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 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BIBTX | BUSIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.19 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.46 | — | — |
| Martin ratioReturn relative to average drawdown | 4.00 | — | — |
Loading charts...
Drawdowns
BIBTX vs. BUSIX - Drawdown Comparison
Loading charts...
Drawdown Indicators
| BIBTX | BUSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.28% | — | — |
Max Drawdown (1Y)Largest decline over 1 year | -3.05% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -6.33% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -18.28% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -18.28% | — | — |
Current DrawdownCurrent decline from peak | -1.82% | — | — |
Average DrawdownAverage peak-to-trough decline | -2.38% | — | — |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.11% | — | — |
Volatility
BIBTX vs. BUSIX - Volatility Comparison
Loading charts...
Volatility by Period
| BIBTX | BUSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.24% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 2.98% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 3.97% | — | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.82% | — | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.90% | — | — |
BIBTX vs. BUSIX - Expense Ratio Comparison
BIBTX has a 0.45% expense ratio, which is higher than BUSIX's 0.27% expense ratio.
Dividends
BIBTX vs. BUSIX - Dividend Comparison
BIBTX's dividend yield for the trailing twelve months is around 4.27%, more than BUSIX's 3.19% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIBTX Sterling Capital Total Return Bond Fund | 4.27% | 4.09% | 4.11% | 3.17% | 2.82% | 3.15% | 4.03% | 3.12% | 3.22% | 3.00% | 3.27% | 3.55% |
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
BIBTX and BUSIX have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Find the right allocation for BIBTX and BUSIX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer