BIBTX vs. WFBIX
Compare and contrast key facts about Sterling Capital Total Return Bond Fund (BIBTX) and iShares U.S. Aggregate Bond Index Fund (WFBIX).
BIBTX is managed by Sterling Capital. It was launched on Dec 2, 1999. WFBIX is managed by BlackRock. It was launched on Jul 2, 1993.
Performance
BIBTX vs. WFBIX - Performance Comparison
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BIBTX vs. WFBIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIBTX Sterling Capital Total Return Bond Fund | -0.49% | 6.93% | 2.17% | 5.53% | -13.24% | -1.21% | 9.24% | 9.29% | -0.34% | 4.34% |
WFBIX iShares U.S. Aggregate Bond Index Fund | -0.24% | 7.16% | 1.43% | 9.65% | -13.03% | -1.79% | 7.40% | 8.72% | -0.08% | 3.39% |
Returns By Period
In the year-to-date period, BIBTX achieves a -0.49% return, which is significantly lower than WFBIX's -0.24% return. Over the past 10 years, BIBTX has outperformed WFBIX with an annualized return of 2.11%, while WFBIX has yielded a comparatively lower 2.00% annualized 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%
WFBIX
- 1D
- 0.22%
- 1M
- -1.62%
- YTD
- -0.24%
- 6M
- 0.51%
- 1Y
- 3.70%
- 3Y*
- 4.82%
- 5Y*
- 0.96%
- 10Y*
- 2.00%
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BIBTX vs. WFBIX - Expense Ratio Comparison
BIBTX has a 0.45% expense ratio, which is higher than WFBIX's 0.05% expense ratio.
Return for Risk
BIBTX vs. WFBIX — Risk / Return Rank
BIBTX
WFBIX
BIBTX vs. WFBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Total Return Bond Fund (BIBTX) and iShares U.S. Aggregate Bond Index Fund (WFBIX). 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 | WFBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.85 | 0.92 | -0.08 |
Sortino ratioReturn per unit of downside risk | 1.20 | 1.32 | -0.11 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.16 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.42 | 1.60 | -0.18 |
Martin ratioReturn relative to average drawdown | 4.13 | 4.49 | -0.36 |
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 | WFBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | 0.92 | -0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.03 | 0.15 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.39 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.93 | 0.94 | -0.01 |
Correlation
The correlation between BIBTX and WFBIX is 0.90, 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. WFBIX - Dividend Comparison
BIBTX's dividend yield for the trailing twelve months is around 3.79%, more than WFBIX's 3.53% 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% |
WFBIX iShares U.S. Aggregate Bond Index Fund | 3.53% | 3.78% | 3.68% | 6.82% | 2.60% | 2.04% | 2.43% | 2.88% | 2.71% | 2.24% | 2.25% | 2.20% |
Drawdowns
BIBTX vs. WFBIX - Drawdown Comparison
The maximum BIBTX drawdown since its inception was -18.28%, roughly equal to the maximum WFBIX drawdown of -18.68%. Use the drawdown chart below to compare losses from any high point for BIBTX and WFBIX.
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Drawdown Indicators
| BIBTX | WFBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.28% | -18.68% | +0.40% |
Max Drawdown (1Y)Largest decline over 1 year | -3.04% | -2.80% | -0.24% |
Max Drawdown (5Y)Largest decline over 5 years | -18.28% | -17.84% | -0.44% |
Max Drawdown (10Y)Largest decline over 10 years | -18.28% | -18.68% | +0.40% |
Current DrawdownCurrent decline from peak | -2.30% | -2.15% | -0.15% |
Average DrawdownAverage peak-to-trough decline | -2.38% | -2.27% | -0.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.04% | 1.00% | +0.04% |
Volatility
BIBTX vs. WFBIX - Volatility Comparison
Sterling Capital Total Return Bond Fund (BIBTX) and iShares U.S. Aggregate Bond Index Fund (WFBIX) have volatilities of 1.59% and 1.55%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BIBTX | WFBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.59% | 1.55% | +0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 2.61% | 2.59% | +0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.46% | 4.42% | +0.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.78% | 6.37% | -0.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.87% | 5.15% | -0.28% |