STMDX vs. BBSGX

Last updated Jun 23, 2026

STMDX (Sterling Capital Stratton Real Estate Fund) and BBSGX (Sterling Capital Short Duration Bond Fund) are both mutual funds - STMDX is a REIT fund managed by Sterling Capital, while BBSGX is a Short-Term Bond fund managed by Sterling Capital. At a 0.02 correlation, their price movements are largely independent. STMDX charges 0.82%/yr vs 0.43%/yr for BBSGX.

Performance

STMDX vs. BBSGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sterling Capital Stratton Real Estate Fund (STMDX) and Sterling Capital Short Duration Bond Fund (BBSGX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

STMDX

• 1D: 0.08%
• 1M: -1.22%
• YTD: 10.95%
• 6M: 11.11%
• 1Y: 9.86%
• 3Y*: 8.84%
• 5Y*: 3.10%
• 10Y*: 6.60%

BBSGX

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

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

STMDX vs. BBSGX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
STMDX Sterling Capital Stratton Real Estate Fund	10.95%	1.35%	6.25%	13.28%	-26.17%	38.53%	-0.54%	31.77%	-2.82%	7.81%
BBSGX Sterling Capital Short Duration Bond Fund	-0.10%	5.68%	5.56%	5.38%	-3.18%	-0.10%	4.24%	4.72%	1.34%	1.77%

Correlation

The correlation between STMDX and BBSGX is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.14
Correlation (3Y) Calculated over the trailing 3-year period	0.24
Correlation (5Y) Calculated over the trailing 5-year period	0.19
Correlation (10Y) Calculated over the trailing 10-year period	0.16
Correlation (All Time) Calculated using the full available price history since Jun 20, 1996	0.02

The correlation between STMDX and BBSGX shifts across timeframes, from 0.02 (all time) to 0.24 (3 years), reflecting how their relationship changes across market environments.

Return for Risk

STMDX vs. BBSGX — Risk / Return Rank

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

STMDX

STMDX Risk / Return Rank: 11
STMDX Sharpe Ratio Rank: 9
STMDX Sortino Ratio Rank: 9
STMDX Omega Ratio Rank: 9
STMDX Calmar Ratio Rank: 15
STMDX Martin Ratio Rank: 13

BBSGX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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.

STMDX vs. BBSGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Stratton Real Estate Fund (STMDX) and Sterling Capital Short Duration Bond Fund (BBSGX). 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.

	STMDX	BBSGX	Difference
Sharpe ratio: Return per unit of total volatility	0.73	—	—
Sortino ratio: Return per unit of downside risk	1.06	—	—
Omega ratio: Gain probability vs. loss probability	1.14	—	—
Calmar ratio: Return relative to maximum drawdown	1.27	—	—
Martin ratio: Return relative to average drawdown	3.52	—	—

Drawdowns

Drawdown Indicators

	STMDX	BBSGX	Difference
Max Drawdown Largest peak-to-trough decline	-65.12%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-7.70%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-16.98%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-33.43%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-40.52%	—	—
Current Drawdown Current decline from peak	-2.89%	—	—
Average Drawdown Average peak-to-trough decline	-10.08%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	2.78%	—	—

Volatility

Volatility by Period

	STMDX	BBSGX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.24%	—	—
Volatility (6M) Calculated over the trailing 6-month period	9.97%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	13.43%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.77%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.45%	—	—

STMDX vs. BBSGX - Expense Ratio Comparison

STMDX has a 0.82% expense ratio, which is higher than BBSGX's 0.43% expense ratio.

Dividends

STMDX vs. BBSGX - Dividend Comparison

STMDX's dividend yield for the trailing twelve months is around 5.72%, more than BBSGX's 3.48% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BBSGX Sterling Capital Short Duration Bond Fund	3.48%	4.66%	4.66%	3.12%	2.43%	2.23%	2.53%	2.85%	2.86%	2.70%	2.73%	3.10%
STMDX Sterling Capital Stratton Real Estate Fund	5.72%	6.24%	7.14%	8.39%	8.29%	7.14%	4.05%	9.15%	5.92%	4.80%	7.98%	2.96%

Frequently Asked Questions

Can I hold both STMDX and BBSGX in my portfolio?

STMDX and BBSGX have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.