BIBTX vs. SCSPX
Compare and contrast key facts about Sterling Capital Total Return Bond Fund (BIBTX) and Sterling Capital Quality Income Fund (SCSPX).
BIBTX is managed by Sterling Capital. It was launched on Dec 2, 1999. SCSPX is managed by Sterling Capital. It was launched on Jun 30, 2011.
Performance
BIBTX vs. SCSPX - Performance Comparison
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BIBTX vs. SCSPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIBTX Sterling Capital Total Return Bond Fund | -0.70% | 6.93% | 2.17% | 5.53% | -13.24% | -1.21% | 9.24% | 9.29% | -0.34% | 4.34% |
SCSPX Sterling Capital Quality Income Fund | -0.34% | 7.61% | 2.38% | 4.51% | -9.02% | -1.05% | 4.58% | 6.24% | 1.49% | 3.09% |
Returns By Period
In the year-to-date period, BIBTX achieves a -0.70% return, which is significantly lower than SCSPX's -0.34% return. Over the past 10 years, BIBTX has outperformed SCSPX with an annualized return of 2.09%, while SCSPX has yielded a comparatively lower 1.93% annualized return.
BIBTX
- 1D
- 0.54%
- 1M
- -2.51%
- YTD
- -0.70%
- 6M
- 0.33%
- 1Y
- 3.50%
- 3Y*
- 3.59%
- 5Y*
- 0.23%
- 10Y*
- 2.09%
SCSPX
- 1D
- 0.44%
- 1M
- -2.26%
- YTD
- -0.34%
- 6M
- 0.84%
- 1Y
- 4.29%
- 3Y*
- 3.94%
- 5Y*
- 0.84%
- 10Y*
- 1.93%
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BIBTX vs. SCSPX - Expense Ratio Comparison
BIBTX has a 0.45% expense ratio, which is lower than SCSPX's 0.58% expense ratio.
Return for Risk
BIBTX vs. SCSPX — Risk / Return Rank
BIBTX
SCSPX
BIBTX vs. SCSPX - 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 Quality Income Fund (SCSPX). 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 | SCSPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 1.21 | -0.29 |
Sortino ratioReturn per unit of downside risk | 1.32 | 1.76 | -0.45 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.22 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.53 | 1.91 | -0.38 |
Martin ratioReturn relative to average drawdown | 4.50 | 5.98 | -1.47 |
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 | SCSPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 1.21 | -0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.17 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.49 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.93 | 0.61 | +0.32 |
Correlation
The correlation between BIBTX and SCSPX is 0.91, 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. SCSPX - Dividend Comparison
BIBTX's dividend yield for the trailing twelve months is around 3.79%, more than SCSPX's 3.55% 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% |
SCSPX Sterling Capital Quality Income Fund | 3.55% | 3.85% | 3.60% | 2.57% | 2.37% | 2.05% | 2.50% | 2.99% | 3.19% | 2.74% | 2.66% | 2.71% |
Drawdowns
BIBTX vs. SCSPX - Drawdown Comparison
The maximum BIBTX drawdown since its inception was -18.28%, which is greater than SCSPX's maximum drawdown of -13.41%. Use the drawdown chart below to compare losses from any high point for BIBTX and SCSPX.
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Drawdown Indicators
| BIBTX | SCSPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.28% | -13.41% | -4.87% |
Max Drawdown (1Y)Largest decline over 1 year | -3.04% | -2.79% | -0.25% |
Max Drawdown (5Y)Largest decline over 5 years | -18.28% | -13.41% | -4.87% |
Max Drawdown (10Y)Largest decline over 10 years | -18.28% | -13.41% | -4.87% |
Current DrawdownCurrent decline from peak | -2.51% | -2.26% | -0.25% |
Average DrawdownAverage peak-to-trough decline | -2.38% | -2.17% | -0.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.03% | 0.89% | +0.14% |
Volatility
BIBTX vs. SCSPX - Volatility Comparison
Sterling Capital Total Return Bond Fund (BIBTX) has a higher volatility of 1.61% compared to Sterling Capital Quality Income Fund (SCSPX) at 1.48%. This indicates that BIBTX's price experiences larger fluctuations and is considered to be riskier than SCSPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BIBTX | SCSPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.61% | 1.48% | +0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 2.61% | 2.43% | +0.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.46% | 4.04% | +0.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.78% | 4.91% | +0.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.87% | 3.92% | +0.95% |