BSCIX vs. BUSIX

Last updated Jun 4, 2026

BSCIX (Sterling Capital South Carolina Intermediate Tax-Free Fund) and BUSIX (Sterling Capital Ultra Short Bond Fund) are both mutual funds - BSCIX is a Municipal Bonds fund managed by Sterling Capital, while BUSIX is a Ultrashort Bond fund managed by Sterling Capital. At a 0.32 correlation, their price movements are largely independent. BSCIX charges 0.59%/yr vs 0.27%/yr for BUSIX.

Performance

BSCIX vs. BUSIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sterling Capital South Carolina Intermediate Tax-Free Fund (BSCIX) and Sterling Capital Ultra Short Bond Fund (BUSIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

BSCIX

• 1D: 0.19%
• 1M: 0.52%
• YTD: 0.76%
• 6M: 1.19%
• 1Y: 5.09%
• 3Y*: 3.23%
• 5Y*: 0.88%
• 10Y*: 1.64%

BUSIX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BSCIX vs. BUSIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BSCIX Sterling Capital South Carolina Intermediate Tax-Free Fund	0.76%	5.07%	0.88%	3.72%	-6.00%	0.57%	4.33%	5.90%	0.76%	3.39%
BUSIX Sterling Capital Ultra Short Bond Fund	0.83%	4.93%	5.87%	5.09%	0.32%	0.31%	2.16%	3.27%	1.66%	1.37%

Correlation

The correlation between BSCIX and BUSIX is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.29
Correlation (3Y) Calculated over the trailing 3-year period	0.34
Correlation (5Y) Calculated over the trailing 5-year period	0.35
Correlation (10Y) Calculated over the trailing 10-year period	0.32
Correlation (All Time) Calculated using the full available price history since Jan 3, 2013	0.32

Return for Risk

BSCIX vs. BUSIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BSCIX

BSCIX Risk / Return Rank: 63
BSCIX Sharpe Ratio Rank: 78
BSCIX Sortino Ratio Rank: 84
BSCIX Omega Ratio Rank: 93
BSCIX Calmar Ratio Rank: 31
BSCIX Martin Ratio Rank: 29

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BSCIX vs. BUSIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sterling Capital South Carolina Intermediate Tax-Free Fund (BSCIX) and Sterling Capital Ultra Short Bond Fund (BUSIX). 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.

	BSCIX	BUSIX	Difference
Sharpe ratio: Return per unit of total volatility	2.58	—	—
Sortino ratio: Return per unit of downside risk	4.03	—	—
Omega ratio: Gain probability vs. loss probability	1.72	—	—
Calmar ratio: Return relative to maximum drawdown	2.09	—	—
Martin ratio: Return relative to average drawdown	6.77	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	BSCIX	BUSIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.58	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.32	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.53	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.22	—	—

Drawdowns

Drawdown Indicators

	BSCIX	BUSIX	Difference
Max Drawdown Largest peak-to-trough decline	-9.73%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-2.45%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-3.82%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-9.73%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-9.73%	—	—
Current Drawdown Current decline from peak	-0.82%	—	—
Average Drawdown Average peak-to-trough decline	-1.45%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	0.75%	—	—

Volatility

Volatility by Period

	BSCIX	BUSIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.77%	—	—
Volatility (6M) Calculated over the trailing 6-month period	1.58%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	1.98%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	2.74%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	3.07%	—	—

BSCIX vs. BUSIX - Expense Ratio Comparison

BSCIX has a 0.59% expense ratio, which is higher than BUSIX's 0.27% expense ratio.

Dividends

BSCIX vs. BUSIX - Dividend Comparison

BSCIX's dividend yield for the trailing twelve months is around 2.73%, less than BUSIX's 3.19% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BSCIX Sterling Capital South Carolina Intermediate Tax-Free Fund	2.73%	3.64%	2.99%	2.10%	2.02%	1.71%	1.92%	2.26%	2.12%	2.05%	2.07%	2.48%
BUSIX Sterling Capital Ultra Short Bond Fund	3.19%	4.29%	4.65%	3.48%	1.87%	1.24%	1.72%	2.60%	2.05%	1.57%	1.74%	1.36%

Frequently Asked Questions

Can I hold both BSCIX and BUSIX in my portfolio?

BSCIX and BUSIX have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.