BVATX vs. BBNTX
BVATX (Sterling Capital Virginia Intermediate Tax Free Fund) and BBNTX (Sterling Capital North Carolina Intermediate Tax-Free Fund) are both Municipal Bonds funds from Sterling Capital. Over the past 10 years, BVATX returned 1.20%/yr vs 1.25%/yr for BBNTX. Their correlation of 0.89 means they have usually moved in the same direction. BVATX charges 0.58%/yr vs 0.57%/yr for BBNTX.
Performance
BVATX vs. BBNTX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with BVATX having a -0.72% return and BBNTX slightly lower at -0.75%. Both investments have delivered pretty close results over the past 10 years, with BVATX having a 1.20% annualized return and BBNTX not far ahead at 1.25%.
BVATX
- 1D
- -0.09%
- 1M
- -1.80%
- 6M
- -1.47%
- YTD
- -0.72%
- 1Y
- 2.17%
- 3Y*
- 2.23%
- 5Y*
- 0.24%
- 10Y*
- 1.20%
- ALL TIME*
- 2.93%
BBNTX
- 1D
- -0.20%
- 1M
- -1.77%
- 6M
- -1.55%
- YTD
- -0.75%
- 1Y
- 2.39%
- 3Y*
- 2.47%
- 5Y*
- 0.34%
- 10Y*
- 1.25%
- ALL TIME*
- 3.36%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
BVATX vs. BBNTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BVATX Sterling Capital Virginia Intermediate Tax Free Fund | -0.72% | 4.70% | 0.32% | 3.60% | -5.59% | -0.59% | 4.28% | 6.32% | 0.79% | 3.28% |
BBNTX Sterling Capital North Carolina Intermediate Tax-Free Fund | -0.75% | 5.19% | 0.45% | 3.64% | -5.86% | -0.23% | 4.26% | 6.09% | 0.73% | 3.28% |
Correlation
The correlation between BVATX and BBNTX is 0.85, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.85 |
Correlation (3Y) Balances recent behavior with more history. | 0.90 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.91 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.88 |
Correlation (All Time) Calculated using the full available price history since May 17, 1999 | 0.89 |
The correlation between BVATX and BBNTX has been stable across timeframes, ranging from 0.85 to 0.91 - a consistent structural relationship.
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Return for Risk
BVATX vs. BBNTX — Risk / Return Rank
BVATX
BBNTX
BVATX vs. BBNTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Virginia Intermediate Tax Free Fund (BVATX) and Sterling Capital North Carolina Intermediate Tax-Free Fund (BBNTX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BVATX | BBNTX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.05 | ||
| Sortino ratioReturn per unit of downside risk | -0.06 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.32 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 1.08 | 1.09 | -0.01 |
| Martin ratioReturn relative to average drawdown | 2.90 | 2.87 | +0.04 |
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Drawdowns
BVATX vs. BBNTX - Drawdown Comparison
The maximum BVATX drawdown since its inception was -10.24%, roughly equal to the maximum BBNTX drawdown of -10.25%. Use the drawdown chart below to compare losses from any high point for BVATX and BBNTX.
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Drawdown Indicators
| BVATX | BBNTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.24% | -10.25% | +0.01% |
Max Drawdown (1Y)Largest decline over 1 year | -2.57% | -2.81% | +0.24% |
Max Drawdown (3Y)Largest decline over 3 years | -3.47% | -3.39% | -0.08% |
Max Drawdown (5Y)Largest decline over 5 years | -9.97% | -10.16% | +0.19% |
Max Drawdown (10Y)Largest decline over 10 years | -10.24% | -10.25% | +0.01% |
Current DrawdownCurrent decline from peak | -2.35% | -2.51% | +0.16% |
Average DrawdownAverage peak-to-trough decline | -1.61% | -1.46% | -0.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.96% | 1.06% | -0.10% |
Volatility
BVATX vs. BBNTX - Volatility Comparison
Sterling Capital Virginia Intermediate Tax Free Fund (BVATX) and Sterling Capital North Carolina Intermediate Tax-Free Fund (BBNTX) have volatilities of 0.75% and 0.77%, 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
| BVATX | BBNTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.75% | 0.77% | -0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 1.79% | 1.92% | -0.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.14% | 2.26% | -0.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.83% | 2.86% | -0.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.19% | 3.22% | -0.03% |
BVATX vs. BBNTX - Expense Ratio Comparison
BVATX has a 0.58% expense ratio, which is higher than BBNTX's 0.57% expense ratio.
Dividends
BVATX vs. BBNTX - Dividend Comparison
BVATX's dividend yield for the trailing twelve months is around 2.37%, less than BBNTX's 2.50% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBNTX Sterling Capital North Carolina Intermediate Tax-Free Fund | 2.50% | 3.52% | 2.82% | 2.07% | 1.94% | 1.59% | 1.62% | 2.43% | 2.51% | 2.39% | 2.73% | 2.98% |
BVATX Sterling Capital Virginia Intermediate Tax Free Fund | 2.37% | 3.36% | 2.67% | 1.89% | 1.81% | 1.65% | 2.03% | 2.27% | 2.24% | 2.20% | 3.06% | 2.71% |
Frequently Asked Questions
BVATX and BBNTX have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BBNTX has higher volatility (0.77%) compared to BVATX (0.75%). In terms of maximum drawdown, BVATX dropped -10.24% vs BBNTX's -10.25%.
BBNTX currently has the higher Sharpe Ratio (1.35 vs 1.30), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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