BIBTX vs. MCDWX
Compare and contrast key facts about Sterling Capital Total Return Bond Fund (BIBTX) and Manning & Napier Credit Series (MCDWX).
BIBTX is managed by Sterling Capital. It was launched on Dec 2, 1999. MCDWX is managed by Manning & Napier. It was launched on Apr 15, 2020.
Performance
BIBTX vs. MCDWX - Performance Comparison
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BIBTX vs. MCDWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
BIBTX Sterling Capital Total Return Bond Fund | -0.49% | 6.93% | 2.17% | 5.53% | -13.24% | -1.21% | 6.89% |
MCDWX Manning & Napier Credit Series | -0.13% | 7.57% | 4.13% | 7.31% | -11.13% | 0.01% | 8.77% |
Returns By Period
In the year-to-date period, BIBTX achieves a -0.49% return, which is significantly lower than MCDWX's -0.13% 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%
MCDWX
- 1D
- 0.22%
- 1M
- -1.30%
- YTD
- -0.13%
- 6M
- 0.99%
- 1Y
- 4.63%
- 3Y*
- 5.27%
- 5Y*
- 1.72%
- 10Y*
- —
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BIBTX vs. MCDWX - Expense Ratio Comparison
BIBTX has a 0.45% expense ratio, which is higher than MCDWX's 0.10% expense ratio.
Return for Risk
BIBTX vs. MCDWX — Risk / Return Rank
BIBTX
MCDWX
BIBTX vs. MCDWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Total Return Bond Fund (BIBTX) and Manning & Napier Credit Series (MCDWX). 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 | MCDWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.85 | 1.51 | -0.66 |
Sortino ratioReturn per unit of downside risk | 1.20 | 2.12 | -0.92 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.30 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.42 | 2.26 | -0.84 |
Martin ratioReturn relative to average drawdown | 4.13 | 8.14 | -4.01 |
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 | MCDWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | 1.51 | -0.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.03 | 0.37 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.93 | 0.58 | +0.36 |
Correlation
The correlation between BIBTX and MCDWX is 0.92, 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
BIBTX vs. MCDWX - Dividend Comparison
BIBTX's dividend yield for the trailing twelve months is around 3.79%, less than MCDWX's 4.43% 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% |
MCDWX Manning & Napier Credit Series | 4.43% | 4.83% | 4.41% | 4.48% | 3.25% | 4.45% | 2.57% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BIBTX vs. MCDWX - Drawdown Comparison
The maximum BIBTX drawdown since its inception was -18.28%, which is greater than MCDWX's maximum drawdown of -15.96%. Use the drawdown chart below to compare losses from any high point for BIBTX and MCDWX.
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Drawdown Indicators
| BIBTX | MCDWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.28% | -15.96% | -2.32% |
Max Drawdown (1Y)Largest decline over 1 year | -3.04% | -2.20% | -0.84% |
Max Drawdown (5Y)Largest decline over 5 years | -18.28% | -15.96% | -2.32% |
Max Drawdown (10Y)Largest decline over 10 years | -18.28% | — | — |
Current DrawdownCurrent decline from peak | -2.30% | -1.63% | -0.67% |
Average DrawdownAverage peak-to-trough decline | -2.38% | -4.24% | +1.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.04% | 0.61% | +0.43% |
Volatility
BIBTX vs. MCDWX - Volatility Comparison
Sterling Capital Total Return Bond Fund (BIBTX) has a higher volatility of 1.59% compared to Manning & Napier Credit Series (MCDWX) at 1.42%. This indicates that BIBTX's price experiences larger fluctuations and is considered to be riskier than MCDWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BIBTX | MCDWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.59% | 1.42% | +0.17% |
Volatility (6M)Calculated over the trailing 6-month period | 2.61% | 2.00% | +0.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.46% | 3.31% | +1.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.78% | 4.62% | +1.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.87% | 4.41% | +0.46% |