BUSIX vs. STSCX

Last updated Jun 4, 2026

BUSIX (Sterling Capital Ultra Short Bond Fund) and STSCX (Sterling Capital Stratton Small Cap Value Fund) are both mutual funds - BUSIX is a Ultrashort Bond fund managed by Sterling Capital, while STSCX is a Small Cap Blend Equities fund managed by Sterling Capital. At a 0.00 correlation, their price movements are largely independent. BUSIX charges 0.27%/yr vs 0.98%/yr for STSCX.

Performance

BUSIX vs. STSCX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sterling Capital Ultra Short Bond Fund (BUSIX) and Sterling Capital Stratton Small Cap Value Fund (STSCX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

BUSIX

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

STSCX

• 1D: 1.47%
• 1M: 2.02%
• YTD: 18.04%
• 6M: 17.24%
• 1Y: 34.96%
• 3Y*: 20.09%
• 5Y*: 10.06%
• 10Y*: 12.20%

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

BUSIX vs. STSCX - 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%
STSCX Sterling Capital Stratton Small Cap Value Fund	18.04%	11.87%	13.78%	19.04%	-14.45%	31.59%	3.18%	33.00%	-14.38%	13.19%

Correlation

The correlation between BUSIX and STSCX is -0.00, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	-0.00
Correlation (3Y) Calculated over the trailing 3-year period	0.05
Correlation (5Y) Calculated over the trailing 5-year period	0.03
Correlation (10Y) Calculated over the trailing 10-year period	0.02
Correlation (All Time) Calculated using the full available price history since Jan 3, 2013	0.00

Return for Risk

BUSIX vs. STSCX — Risk / Return Rank

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

STSCX

STSCX Risk / Return Rank: 71
STSCX Sharpe Ratio Rank: 66
STSCX Sortino Ratio Rank: 71
STSCX Omega Ratio Rank: 56
STSCX Calmar Ratio Rank: 85
STSCX Martin Ratio Rank: 79

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.

BUSIX vs. STSCX - 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 Stratton Small Cap Value Fund (STSCX). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	BUSIX	STSCX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.39	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.50	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.55	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.59	—

Drawdowns

Drawdown Indicators

	BUSIX	STSCX	Difference
Max Drawdown Largest peak-to-trough decline	—	-54.02%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-9.33%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-25.48%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-25.48%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-44.28%	—
Current Drawdown Current decline from peak	—	-0.81%	—
Average Drawdown Average peak-to-trough decline	—	-8.18%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.52%	—

Volatility

Volatility by Period

	BUSIX	STSCX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.14%	—
Volatility (6M) Calculated over the trailing 6-month period	—	11.17%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	15.64%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	20.03%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	22.13%	—

BUSIX vs. STSCX - Expense Ratio Comparison

BUSIX has a 0.27% expense ratio, which is lower than STSCX's 0.98% expense ratio.

Dividends

BUSIX vs. STSCX - Dividend Comparison

BUSIX's dividend yield for the trailing twelve months is around 3.19%, less than STSCX's 17.18% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
STSCX Sterling Capital Stratton Small Cap Value Fund	17.18%	20.28%	23.71%	39.14%	27.85%	23.34%	16.67%	13.04%	9.11%	9.20%	5.09%	1.54%

Frequently Asked Questions

Can I hold both BUSIX and STSCX in my portfolio?

BUSIX and STSCX have a correlation of -0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.