ENIAX vs. BUSIX
Compare and contrast key facts about SEI Institutional Investments Trust Opportunistic Income Fund (ENIAX) and Sterling Capital Ultra Short Bond Fund (BUSIX).
ENIAX is managed by SEI. It was launched on Dec 13, 2006. BUSIX is managed by Sterling Capital. It was launched on Nov 30, 2012.
Performance
ENIAX vs. BUSIX - Performance Comparison
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ENIAX vs. BUSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ENIAX SEI Institutional Investments Trust Opportunistic Income Fund | 0.38% | 6.14% | 8.34% | 7.94% | -1.16% | 2.67% | 2.47% | 5.82% | 1.82% | 3.93% |
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% |
Returns By Period
In the year-to-date period, ENIAX achieves a 0.38% return, which is significantly lower than BUSIX's 0.83% return. Over the past 10 years, ENIAX has outperformed BUSIX with an annualized return of 4.17%, while BUSIX has yielded a comparatively lower 2.68% annualized return.
ENIAX
- 1D
- 0.00%
- 1M
- 0.25%
- YTD
- 0.38%
- 6M
- 1.58%
- 1Y
- 5.36%
- 3Y*
- 6.73%
- 5Y*
- 4.57%
- 10Y*
- 4.17%
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%
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ENIAX vs. BUSIX - Expense Ratio Comparison
ENIAX has a 0.23% expense ratio, which is lower than BUSIX's 0.27% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
ENIAX vs. BUSIX — Risk / Return Rank
ENIAX
BUSIX
ENIAX vs. BUSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SEI Institutional Investments Trust Opportunistic Income Fund (ENIAX) 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.
| ENIAX | BUSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.89 | 3.78 | -1.89 |
Sortino ratioReturn per unit of downside risk | 2.45 | 13.61 | -11.17 |
Omega ratioGain probability vs. loss probability | 2.41 | 5.42 | -3.01 |
Calmar ratioReturn relative to maximum drawdown | 2.54 | 16.23 | -13.69 |
Martin ratioReturn relative to average drawdown | 11.20 | 104.01 | -92.81 |
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
| ENIAX | BUSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.89 | 3.78 | -1.89 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.61 | 2.81 | -1.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.50 | 2.42 | -0.91 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 2.10 | -1.45 |
Correlation
The correlation between ENIAX and BUSIX is 0.12, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
ENIAX vs. BUSIX - Dividend Comparison
ENIAX's dividend yield for the trailing twelve months is around 5.98%, more than BUSIX's 3.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ENIAX SEI Institutional Investments Trust Opportunistic Income Fund | 5.98% | 6.00% | 6.78% | 5.33% | 4.07% | 2.66% | 2.96% | 4.32% | 3.96% | 3.02% | 2.75% | 2.54% |
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% |
Drawdowns
ENIAX vs. BUSIX - Drawdown Comparison
The maximum ENIAX drawdown since its inception was -33.30%, which is greater than BUSIX's maximum drawdown of -3.16%. Use the drawdown chart below to compare losses from any high point for ENIAX and BUSIX.
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Drawdown Indicators
| ENIAX | BUSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.30% | -3.16% | -30.14% |
Max Drawdown (1Y)Largest decline over 1 year | -2.11% | -0.30% | -1.81% |
Max Drawdown (5Y)Largest decline over 5 years | -3.52% | -1.46% | -2.06% |
Max Drawdown (10Y)Largest decline over 10 years | -13.45% | -3.16% | -10.29% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -7.86% | -0.11% | -7.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.48% | 0.05% | +0.43% |
Volatility
ENIAX vs. BUSIX - Volatility Comparison
SEI Institutional Investments Trust Opportunistic Income Fund (ENIAX) and Sterling Capital Ultra Short Bond Fund (BUSIX) have volatilities of 0.36% and 0.36%, 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
| ENIAX | BUSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.36% | 0.36% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 0.66% | 0.89% | -0.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.85% | 1.32% | +1.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.86% | 1.23% | +1.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.78% | 1.11% | +1.67% |