SCCPX vs. BIBTX
SCCPX (Sterling Capital Long Duration Corporate Bond Fund) and BIBTX (Sterling Capital Total Return Bond Fund) are both mutual funds - SCCPX is a Corporate Bonds fund managed by Sterling Capital, while BIBTX is a Intermediate Core Bond fund managed by Sterling Capital. Over the past 10 years, SCCPX returned 21.39%/yr vs 1.75%/yr for BIBTX. Their correlation of 0.88 means they have usually moved in the same direction. Both charge a 0.45% expense ratio.
Performance
SCCPX vs. BIBTX - Performance Comparison
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Returns By Period
In the year-to-date period, SCCPX achieves a -3.07% return, which is significantly lower than BIBTX's -0.80% return. Over the past 10 years, SCCPX has outperformed BIBTX with an annualized return of 21.39%, while BIBTX has yielded a comparatively lower 1.75% annualized return.
SCCPX
- 1D
- 0.31%
- 1M
- -3.85%
- 6M
- -3.35%
- YTD
- -3.07%
- 1Y
- -0.76%
- 3Y*
- 2.21%
- 5Y*
- -3.50%
- 10Y*
- 21.39%
- ALL TIME*
- 15.83%
BIBTX
- 1D
- 0.11%
- 1M
- -1.29%
- 6M
- -1.15%
- YTD
- -0.80%
- 1Y
- 1.67%
- 3Y*
- 3.75%
- 5Y*
- -0.39%
- 10Y*
- 1.75%
- ALL TIME*
- 4.20%
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 |
SCCPX vs. BIBTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCCPX Sterling Capital Long Duration Corporate Bond Fund | -3.07% | 6.37% | -1.68% | 9.20% | -23.65% | -0.01% | 625.95% | 10.78% | -0.95% | 4.22% |
BIBTX Sterling Capital Total Return Bond Fund | -0.80% | 6.93% | 2.17% | 5.53% | -13.24% | -1.21% | 9.24% | 9.29% | -0.34% | 4.34% |
Correlation
The correlation between SCCPX and BIBTX is 0.86, 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. | 0.86 |
Correlation (3Y) Balances recent behavior with more history. | 0.91 |
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 Jan 3, 2012 | 0.88 |
The correlation between SCCPX and BIBTX has been stable across timeframes, ranging from 0.86 to 0.91 - a consistent structural relationship.
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Return for Risk
SCCPX vs. BIBTX — Risk / Return Rank
SCCPX
BIBTX
SCCPX vs. BIBTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Long Duration Corporate Bond Fund (SCCPX) and Sterling Capital Total Return Bond Fund (BIBTX). 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.
| SCCPX | BIBTX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.67 | ||
| Sortino ratioReturn per unit of downside risk | -0.94 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 1.13 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 0.09 | 0.95 | -0.86 |
| Martin ratioReturn relative to average drawdown | 0.22 | 2.29 | -2.07 |
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Drawdowns
SCCPX vs. BIBTX - Drawdown Comparison
The maximum SCCPX drawdown since its inception was -31.88%, which is greater than BIBTX's maximum drawdown of -18.28%. Use the drawdown chart below to compare losses from any high point for SCCPX and BIBTX.
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Drawdown Indicators
| SCCPX | BIBTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.88% | -18.28% | -13.60% |
Max Drawdown (1Y)Largest decline over 1 year | -5.86% | -3.05% | -2.81% |
Max Drawdown (3Y)Largest decline over 3 years | -10.46% | -5.38% | -5.08% |
Max Drawdown (5Y)Largest decline over 5 years | -31.84% | -18.28% | -13.56% |
Max Drawdown (10Y)Largest decline over 10 years | -31.88% | -18.28% | -13.60% |
Current DrawdownCurrent decline from peak | -16.49% | -2.61% | -13.88% |
Average DrawdownAverage peak-to-trough decline | -6.48% | -2.38% | -4.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.47% | 1.27% | +1.20% |
Volatility
SCCPX vs. BIBTX - Volatility Comparison
Sterling Capital Long Duration Corporate Bond Fund (SCCPX) has a higher volatility of 2.02% compared to Sterling Capital Total Return Bond Fund (BIBTX) at 1.13%. This indicates that SCCPX's price experiences larger fluctuations and is considered to be riskier than BIBTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SCCPX | BIBTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.02% | 1.13% | +0.89% |
Volatility (6M)Calculated over the trailing 6-month period | 5.74% | 3.12% | +2.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.47% | 3.91% | +3.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.27% | 5.83% | +5.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 182.22% | 4.89% | +177.33% |
SCCPX vs. BIBTX - Expense Ratio Comparison
Both SCCPX and BIBTX have an expense ratio of 0.45%.
Dividends
SCCPX vs. BIBTX - Dividend Comparison
SCCPX's dividend yield for the trailing twelve months is around 4.90%, more than BIBTX's 4.02% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIBTX Sterling Capital Total Return Bond Fund | 4.02% | 4.09% | 4.11% | 3.17% | 2.82% | 3.15% | 4.03% | 3.12% | 3.22% | 3.00% | 3.27% | 3.55% |
SCCPX Sterling Capital Long Duration Corporate Bond Fund | 4.90% | 4.99% | 4.84% | 3.54% | 4.11% | 13.93% | 88.30% | 3.01% | 3.31% | 3.76% | 3.41% | 3.16% |
Frequently Asked Questions
SCCPX and BIBTX have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SCCPX has higher volatility (2.02%) compared to BIBTX (1.13%). In terms of maximum drawdown, SCCPX dropped -31.88% vs BIBTX's -18.28%.
BIBTX currently has the higher Sharpe Ratio (0.75 vs 0.07), 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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