BIBTX vs. OWFIX
BIBTX (Sterling Capital Total Return Bond Fund) and OWFIX (Old Westbury Fixed Income Fund) are both Intermediate Core Bond funds. Over the past 10 years, BIBTX returned 1.98%/yr vs 1.62%/yr for OWFIX. Their correlation of 0.86 suggests significant overlap in exposure. BIBTX charges 0.45%/yr vs 0.57%/yr for OWFIX.
Performance
BIBTX vs. OWFIX - Performance Comparison
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Returns By Period
Over the past 10 years, BIBTX has outperformed OWFIX with an annualized return of 1.98%, while OWFIX has yielded a comparatively lower 1.62% annualized return.
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%
OWFIX
- 1D
- -0.20%
- 1M
- 0.19%
- YTD
- -0.21%
- 6M
- -0.11%
- 1Y
- 2.80%
- 3Y*
- 4.02%
- 5Y*
- 0.87%
- 10Y*
- 1.62%
BIBTX vs. OWFIX - 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% |
OWFIX Old Westbury Fixed Income Fund | -0.21% | 7.48% | 1.93% | 4.81% | -8.39% | -1.87% | 7.41% | 6.12% | 0.64% | 1.41% |
Correlation
The correlation between BIBTX and OWFIX is 0.81, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.81 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.88 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.91 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.88 |
Correlation (All Time) Calculated using the full available price history since Nov 30, 1999 | 0.86 |
The correlation between BIBTX and OWFIX shifts across timeframes, from 0.81 (1 year) to 0.91 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
BIBTX vs. OWFIX — Risk / Return Rank
BIBTX
OWFIX
BIBTX vs. OWFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Total Return Bond Fund (BIBTX) and Old Westbury Fixed Income Fund (OWFIX). 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 | OWFIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | 0.00 | ||
| Sortino ratioReturn per unit of downside risk | -0.02 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.20 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.46 | 1.56 | -0.10 |
| Martin ratioReturn relative to average drawdown | 4.00 | 4.15 | -0.15 |
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Drawdowns
BIBTX vs. OWFIX - Drawdown Comparison
The maximum BIBTX drawdown since its inception was -18.28%, which is greater than OWFIX's maximum drawdown of -12.88%. Use the drawdown chart below to compare losses from any high point for BIBTX and OWFIX.
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Drawdown Indicators
| BIBTX | OWFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.28% | -12.88% | -5.40% |
Max Drawdown (1Y)Largest decline over 1 year | -3.05% | -2.23% | -0.82% |
Max Drawdown (3Y)Largest decline over 3 years | -6.33% | -3.78% | -2.55% |
Max Drawdown (5Y)Largest decline over 5 years | -18.28% | -12.40% | -5.88% |
Max Drawdown (10Y)Largest decline over 10 years | -18.28% | -12.88% | -5.40% |
Current DrawdownCurrent decline from peak | -1.82% | -1.55% | -0.27% |
Average DrawdownAverage peak-to-trough decline | -2.38% | -2.25% | -0.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.11% | 0.81% | +0.30% |
Volatility
BIBTX vs. OWFIX - Volatility Comparison
Sterling Capital Total Return Bond Fund (BIBTX) has a higher volatility of 1.24% compared to Old Westbury Fixed Income Fund (OWFIX) at 0.93%. This indicates that BIBTX's price experiences larger fluctuations and is considered to be riskier than OWFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BIBTX | OWFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.24% | 0.93% | +0.31% |
Volatility (6M)Calculated over the trailing 6-month period | 2.98% | 2.11% | +0.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.97% | 3.11% | +0.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.82% | 4.41% | +1.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.90% | 3.56% | +1.34% |
BIBTX vs. OWFIX - Expense Ratio Comparison
BIBTX has a 0.45% expense ratio, which is lower than OWFIX's 0.57% expense ratio.
Dividends
BIBTX vs. OWFIX - Dividend Comparison
BIBTX's dividend yield for the trailing twelve months is around 4.27%, more than OWFIX's 3.83% 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% |
OWFIX Old Westbury Fixed Income Fund | 3.83% | 4.72% | 3.95% | 3.08% | 2.06% | 1.91% | 5.05% | 1.88% | 1.90% | 1.49% | 1.33% | 1.31% |
Frequently Asked Questions
BIBTX and OWFIX have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BIBTX has higher volatility (1.24%) compared to OWFIX (0.93%). In terms of maximum drawdown, BIBTX dropped -18.28% vs OWFIX's -12.88%.
BIBTX currently has the higher Sharpe Ratio (1.12 vs 1.12), 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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