BIBTX vs. DUTMX
BIBTX (Sterling Capital Total Return Bond Fund) and DUTMX (Dupree Taxable Municipal Bond Fund) are both Intermediate Core Bond funds. Over the past 10 years, BIBTX returned 1.75%/yr vs 0.11%/yr for DUTMX. Their correlation of 0.84 means they have usually moved in the same direction. BIBTX charges 0.45%/yr vs 1.00%/yr for DUTMX.
Performance
BIBTX vs. DUTMX - Performance Comparison
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Returns By Period
In the year-to-date period, BIBTX achieves a -0.80% return, which is significantly lower than DUTMX's -0.25% return. Over the past 10 years, BIBTX has outperformed DUTMX with an annualized return of 1.75%, while DUTMX has yielded a comparatively lower 0.11% annualized return.
BIBTX
- 1D
- 0.11%
- 1M
- -1.29%
- 6M
- -1.15%
- YTD
- -0.80%
- 1Y
- 1.67%
- 3Y*
- 3.75%
- 5Y*
- -0.39%
- 10Y*
- 1.75%
- ALL TIME*
- 4.20%
DUTMX
- 1D
- -0.41%
- 1M
- -1.36%
- 6M
- -0.35%
- YTD
- -0.25%
- 1Y
- 2.32%
- 3Y*
- 3.31%
- 5Y*
- -3.20%
- 10Y*
- 0.11%
- ALL TIME*
- 2.56%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
BIBTX vs. DUTMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIBTX Sterling Capital Total Return Bond Fund | -0.80% | 6.93% | 2.17% | 5.53% | -13.24% | -1.21% | 9.24% | 9.29% | -0.34% | 4.34% |
DUTMX Dupree Taxable Municipal Bond Fund | -0.25% | 6.44% | 1.09% | 6.83% | -25.27% | 0.28% | 6.24% | 6.66% | 2.04% | 5.12% |
Correlation
The correlation between BIBTX and DUTMX is 0.86, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.86 |
Correlation (3Y) Balances recent behavior with more history. | 0.88 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.87 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.86 |
Correlation (All Time) Calculated using the full available price history since Nov 4, 2010 | 0.84 |
The correlation between BIBTX and DUTMX has been stable across timeframes, ranging from 0.84 to 0.88 - a consistent structural relationship.
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Return for Risk
BIBTX vs. DUTMX — Risk / Return Rank
BIBTX
DUTMX
BIBTX vs. DUTMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Total Return Bond Fund (BIBTX) and Dupree Taxable Municipal Bond Fund (DUTMX). 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 | DUTMX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.02 | ||
| Sortino ratioReturn per unit of downside risk | -0.05 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.14 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 0.95 | 0.99 | -0.04 |
| Martin ratioReturn relative to average drawdown | 2.29 | 2.67 | -0.37 |
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Drawdowns
BIBTX vs. DUTMX - Drawdown Comparison
The maximum BIBTX drawdown since its inception was -18.28%, smaller than the maximum DUTMX drawdown of -30.53%. Use the drawdown chart below to compare losses from any high point for BIBTX and DUTMX.
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Drawdown Indicators
| BIBTX | DUTMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.28% | -30.53% | +12.25% |
Max Drawdown (1Y)Largest decline over 1 year | -3.05% | -4.05% | +1.00% |
Max Drawdown (3Y)Largest decline over 3 years | -5.38% | -6.14% | +0.76% |
Max Drawdown (5Y)Largest decline over 5 years | -18.28% | -30.53% | +12.25% |
Max Drawdown (10Y)Largest decline over 10 years | -18.28% | -30.53% | +12.25% |
Current DrawdownCurrent decline from peak | -2.61% | -15.76% | +13.15% |
Average DrawdownAverage peak-to-trough decline | -2.38% | -7.02% | +4.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.27% | 1.50% | -0.23% |
Volatility
BIBTX vs. DUTMX - Volatility Comparison
The current volatility for Sterling Capital Total Return Bond Fund (BIBTX) is 1.13%, while Dupree Taxable Municipal Bond Fund (DUTMX) has a volatility of 1.27%. This indicates that BIBTX experiences smaller price fluctuations and is considered to be less risky than DUTMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BIBTX | DUTMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.13% | 1.27% | -0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 3.12% | 3.85% | -0.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.91% | 5.26% | -1.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.83% | 8.79% | -2.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.89% | 7.07% | -2.18% |
BIBTX vs. DUTMX - Expense Ratio Comparison
BIBTX has a 0.45% expense ratio, which is lower than DUTMX's 1.00% expense ratio.
Dividends
BIBTX vs. DUTMX - Dividend Comparison
BIBTX's dividend yield for the trailing twelve months is around 4.02%, less than DUTMX's 4.17% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIBTX Sterling Capital Total Return Bond Fund | 4.02% | 4.09% | 4.11% | 3.17% | 2.82% | 3.15% | 4.03% | 3.12% | 3.22% | 3.00% | 3.27% | 3.55% |
DUTMX Dupree Taxable Municipal Bond Fund | 4.17% | 4.57% | 4.26% | 4.02% | 4.28% | 2.32% | 4.69% | 5.18% | 5.04% | 4.89% | 4.84% | 4.77% |
Frequently Asked Questions
BIBTX and DUTMX have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DUTMX has higher volatility (1.27%) compared to BIBTX (1.13%). In terms of maximum drawdown, BIBTX dropped -18.28% vs DUTMX's -30.53%.
DUTMX currently has the higher Sharpe Ratio (0.76 vs 0.75), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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