BUSIX vs. BBISX
Compare and contrast key facts about Sterling Capital Ultra Short Bond Fund (BUSIX) and Sterling Capital Behavioral Large Cap Value Equity Fund (BBISX).
BUSIX is managed by Sterling Capital. It was launched on Nov 30, 2012. BBISX is managed by Sterling Capital. It was launched on Oct 9, 1992.
Performance
BUSIX vs. BBISX - Performance Comparison
Loading graphics...
BUSIX vs. BBISX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
BBISX Sterling Capital Behavioral Large Cap Value Equity Fund | 2.32% | 23.54% | 20.93% | 12.49% | -5.96% | 31.07% | -1.57% | 23.81% | -10.28% | 18.82% |
Returns By Period
In the year-to-date period, BUSIX achieves a 0.83% return, which is significantly lower than BBISX's 2.32% return. Over the past 10 years, BUSIX has underperformed BBISX with an annualized return of 2.68%, while BBISX has yielded a comparatively higher 11.85% annualized return.
BUSIX
- 1D
- 0.04%
- 1M
- 0.05%
- YTD
- 0.83%
- 6M
- 1.93%
- 1Y
- 4.56%
- 3Y*
- 5.24%
- 5Y*
- 3.45%
- 10Y*
- 2.68%
BBISX
- 1D
- -0.56%
- 1M
- -5.77%
- YTD
- 2.32%
- 6M
- 7.93%
- 1Y
- 22.05%
- 3Y*
- 19.83%
- 5Y*
- 13.05%
- 10Y*
- 11.85%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BUSIX vs. BBISX - Expense Ratio Comparison
BUSIX has a 0.27% expense ratio, which is lower than BBISX's 0.77% expense ratio.
Return for Risk
BUSIX vs. BBISX — Risk / Return Rank
BUSIX
BBISX
BUSIX vs. BBISX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Ultra Short Bond Fund (BUSIX) and Sterling Capital Behavioral Large Cap Value Equity Fund (BBISX). 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.
| BUSIX | BBISX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.78 | 1.51 | +2.27 |
Sortino ratioReturn per unit of downside risk | 13.61 | 2.04 | +11.57 |
Omega ratioGain probability vs. loss probability | 5.42 | 1.31 | +4.11 |
Calmar ratioReturn relative to maximum drawdown | 16.23 | 1.85 | +14.38 |
Martin ratioReturn relative to average drawdown | 104.01 | 8.83 | +95.18 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BUSIX | BBISX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.78 | 1.51 | +2.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 2.81 | 0.85 | +1.96 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 2.42 | 0.67 | +1.74 |
Sharpe Ratio (All Time)Calculated using the full available price history | 2.10 | 0.44 | +1.65 |
Correlation
The correlation between BUSIX and BBISX is -0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
BUSIX vs. BBISX - Dividend Comparison
BUSIX's dividend yield for the trailing twelve months is around 3.89%, more than BBISX's 1.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUSIX Sterling Capital Ultra Short Bond Fund | 3.89% | 4.29% | 4.65% | 3.48% | 1.87% | 1.24% | 1.72% | 2.60% | 2.05% | 1.57% | 1.74% | 1.36% |
BBISX Sterling Capital Behavioral Large Cap Value Equity Fund | 1.46% | 1.53% | 1.88% | 1.73% | 1.56% | 0.43% | 3.22% | 8.20% | 11.93% | 2.86% | 1.90% | 1.68% |
Drawdowns
BUSIX vs. BBISX - Drawdown Comparison
The maximum BUSIX drawdown since its inception was -3.16%, smaller than the maximum BBISX drawdown of -59.31%. Use the drawdown chart below to compare losses from any high point for BUSIX and BBISX.
Loading graphics...
Drawdown Indicators
| BUSIX | BBISX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -3.16% | -59.31% | +56.15% |
Max Drawdown (1Y)Largest decline over 1 year | -0.30% | -11.93% | +11.63% |
Max Drawdown (5Y)Largest decline over 5 years | -1.46% | -19.45% | +17.99% |
Max Drawdown (10Y)Largest decline over 10 years | -3.16% | -38.37% | +35.21% |
Current DrawdownCurrent decline from peak | 0.00% | -6.03% | +6.03% |
Average DrawdownAverage peak-to-trough decline | -0.11% | -10.21% | +10.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.05% | 2.50% | -2.45% |
Volatility
BUSIX vs. BBISX - Volatility Comparison
The current volatility for Sterling Capital Ultra Short Bond Fund (BUSIX) is 0.36%, while Sterling Capital Behavioral Large Cap Value Equity Fund (BBISX) has a volatility of 4.01%. This indicates that BUSIX experiences smaller price fluctuations and is considered to be less risky than BBISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BUSIX | BBISX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.36% | 4.01% | -3.65% |
Volatility (6M)Calculated over the trailing 6-month period | 0.89% | 8.98% | -8.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.32% | 15.64% | -14.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.23% | 15.43% | -14.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.11% | 17.63% | -16.52% |