SCCPX vs. STMDX
Compare and contrast key facts about Sterling Capital Long Duration Corporate Bond Fund (SCCPX) and Sterling Capital Stratton Real Estate Fund (STMDX).
SCCPX is managed by Sterling Capital. It was launched on Jun 30, 2011. STMDX is managed by Sterling Capital. It was launched on May 30, 1980.
Performance
SCCPX vs. STMDX - Performance Comparison
Loading graphics...
SCCPX vs. STMDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCCPX Sterling Capital Long Duration Corporate Bond Fund | -2.12% | 6.37% | -1.68% | 9.20% | -23.65% | -0.01% | 625.95% | 10.78% | -0.95% | 4.22% |
STMDX Sterling Capital Stratton Real Estate Fund | 1.24% | 1.35% | 6.25% | 13.28% | -26.17% | 38.53% | -0.54% | 31.77% | -2.82% | 7.81% |
Returns By Period
In the year-to-date period, SCCPX achieves a -2.12% return, which is significantly lower than STMDX's 1.24% return. Over the past 10 years, SCCPX has outperformed STMDX with an annualized return of 21.91%, while STMDX has yielded a comparatively lower 5.92% annualized return.
SCCPX
- 1D
- 0.91%
- 1M
- -4.17%
- YTD
- -2.12%
- 6M
- -2.59%
- 1Y
- 1.94%
- 3Y*
- 2.06%
- 5Y*
- -2.77%
- 10Y*
- 21.91%
STMDX
- 1D
- 0.41%
- 1M
- -7.04%
- YTD
- 1.24%
- 6M
- -0.08%
- 1Y
- -0.18%
- 3Y*
- 6.09%
- 5Y*
- 3.43%
- 10Y*
- 5.92%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SCCPX vs. STMDX - Expense Ratio Comparison
SCCPX has a 0.45% expense ratio, which is lower than STMDX's 0.82% expense ratio.
Return for Risk
SCCPX vs. STMDX — Risk / Return Rank
SCCPX
STMDX
SCCPX vs. STMDX - 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 Stratton Real Estate Fund (STMDX). 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.
| SCCPX | STMDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.34 | 0.05 | +0.29 |
Sortino ratioReturn per unit of downside risk | 0.51 | 0.18 | +0.33 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.02 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.68 | 0.07 | +0.61 |
Martin ratioReturn relative to average drawdown | 1.62 | 0.26 | +1.36 |
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
| SCCPX | STMDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.34 | 0.05 | +0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.25 | 0.18 | -0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.12 | 0.29 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.11 | 0.38 | -0.28 |
Correlation
The correlation between SCCPX and STMDX is 0.18, 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
SCCPX vs. STMDX - Dividend Comparison
SCCPX's dividend yield for the trailing twelve months is around 4.71%, less than STMDX's 6.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCCPX Sterling Capital Long Duration Corporate Bond Fund | 4.71% | 4.99% | 4.84% | 3.54% | 4.11% | 13.93% | 88.30% | 3.01% | 3.31% | 3.76% | 3.41% | 3.16% |
STMDX Sterling Capital Stratton Real Estate Fund | 6.27% | 6.24% | 7.14% | 8.39% | 8.29% | 7.14% | 4.05% | 9.15% | 5.92% | 4.80% | 7.98% | 2.96% |
Drawdowns
SCCPX vs. STMDX - Drawdown Comparison
The maximum SCCPX drawdown since its inception was -31.88%, smaller than the maximum STMDX drawdown of -65.12%. Use the drawdown chart below to compare losses from any high point for SCCPX and STMDX.
Loading graphics...
Drawdown Indicators
| SCCPX | STMDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.88% | -65.12% | +33.24% |
Max Drawdown (1Y)Largest decline over 1 year | -5.49% | -12.22% | +6.73% |
Max Drawdown (5Y)Largest decline over 5 years | -31.88% | -33.43% | +1.55% |
Max Drawdown (10Y)Largest decline over 10 years | -31.88% | -40.52% | +8.64% |
Current DrawdownCurrent decline from peak | -15.66% | -8.82% | -6.84% |
Average DrawdownAverage peak-to-trough decline | -6.30% | -10.12% | +3.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.31% | 3.18% | -0.87% |
Volatility
SCCPX vs. STMDX - Volatility Comparison
The current volatility for Sterling Capital Long Duration Corporate Bond Fund (SCCPX) is 3.26%, while Sterling Capital Stratton Real Estate Fund (STMDX) has a volatility of 4.16%. This indicates that SCCPX experiences smaller price fluctuations and is considered to be less risky than STMDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SCCPX | STMDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.26% | 4.16% | -0.90% |
Volatility (6M)Calculated over the trailing 6-month period | 5.20% | 8.87% | -3.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.85% | 15.78% | -6.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.11% | 18.73% | -7.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 182.21% | 20.41% | +161.80% |