SPSCX vs. BUSIX

Last updated Jun 5, 2026

SPSCX (Sterling Capital Behavioral Small Cap Value Equity Fund) and BUSIX (Sterling Capital Ultra Short Bond Fund) are both mutual funds - SPSCX is a Small Cap Value Equities fund managed by Sterling Capital, while BUSIX is a Ultrashort Bond fund managed by Sterling Capital. At a correlation of -0.01, they often move in opposite directions. SPSCX charges 0.81%/yr vs 0.27%/yr for BUSIX.

Performance

SPSCX vs. BUSIX - Performance Comparison

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

Returns By Period

SPSCX

• 1D: -1.15%
• 1M: 0.13%
• YTD: 15.28%
• 6M: 15.35%
• 1Y: 32.91%
• 3Y*: 18.34%
• 5Y*: 8.77%
• 10Y*: 10.22%

BUSIX

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

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

SPSCX vs. BUSIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
SPSCX Sterling Capital Behavioral Small Cap Value Equity Fund	15.28%	8.64%	10.10%	19.36%	-10.99%	43.51%	-5.80%	21.95%	-17.24%	8.89%
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%

Correlation

The correlation between SPSCX and BUSIX is -0.01, 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	-0.01
Correlation (3Y) Calculated over the trailing 3-year period	0.06
Correlation (5Y) Calculated over the trailing 5-year period	0.02
Correlation (10Y) Calculated over the trailing 10-year period	0.01
Correlation (All Time) Calculated using the full available price history since Jan 3, 2013	-0.01

Return for Risk

SPSCX vs. BUSIX — Risk / Return Rank

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

SPSCX

SPSCX Risk / Return Rank: 59
SPSCX Sharpe Ratio Rank: 50
SPSCX Sortino Ratio Rank: 51
SPSCX Omega Ratio Rank: 46
SPSCX Calmar Ratio Rank: 84
SPSCX Martin Ratio Rank: 66

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.

SPSCX vs. BUSIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Behavioral Small Cap Value Equity Fund (SPSCX) 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.

	SPSCX	BUSIX	Difference
Sharpe ratio: Return per unit of total volatility	2.02	—	—
Sortino ratio: Return per unit of downside risk	2.93	—	—
Omega ratio: Gain probability vs. loss probability	1.36	—	—
Calmar ratio: Return relative to maximum drawdown	3.84	—	—
Martin ratio: Return relative to average drawdown	12.47	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	SPSCX	BUSIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.02	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.43	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.44	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.28	—	—

Drawdowns

Drawdown Indicators

	SPSCX	BUSIX	Difference
Max Drawdown Largest peak-to-trough decline	-74.51%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-8.27%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-25.07%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-25.07%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-51.12%	—	—
Current Drawdown Current decline from peak	-1.24%	—	—
Average Drawdown Average peak-to-trough decline	-14.89%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	2.54%	—	—

Volatility

Volatility by Period

	SPSCX	BUSIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.47%	—	—
Volatility (6M) Calculated over the trailing 6-month period	10.91%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	15.74%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.48%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.20%	—	—

SPSCX vs. BUSIX - Expense Ratio Comparison

SPSCX has a 0.81% expense ratio, which is higher than BUSIX's 0.27% expense ratio.

Dividends

SPSCX vs. BUSIX - Dividend Comparison

SPSCX's dividend yield for the trailing twelve months is around 9.33%, more than BUSIX's 3.19% 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%
SPSCX Sterling Capital Behavioral Small Cap Value Equity Fund	9.33%	10.76%	9.96%	2.03%	9.70%	2.34%	0.91%	1.60%	16.59%	4.44%	1.25%	1.55%

Frequently Asked Questions

Can I hold both SPSCX and BUSIX in my portfolio?

SPSCX and BUSIX have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.