STRGX vs. BUSIX

Last updated Jun 4, 2026

STRGX (Sterling Capital Stratton Mid Cap Value Fund) and BUSIX (Sterling Capital Ultra Short Bond Fund) are both mutual funds - STRGX is a Mid Cap Blend Equities fund managed by Sterling Capital, while BUSIX is a Ultrashort Bond fund managed by Sterling Capital. At a 0.01 correlation, their price movements are largely independent. STRGX charges 0.84%/yr vs 0.27%/yr for BUSIX.

Performance

STRGX vs. BUSIX - Performance Comparison

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

Returns By Period

STRGX

• 1D: 1.28%
• 1M: 0.19%
• YTD: 17.06%
• 6M: 15.95%
• 1Y: 25.14%
• 3Y*: 15.49%
• 5Y*: 7.27%
• 10Y*: 10.28%

BUSIX

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

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

STRGX vs. BUSIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
STRGX Sterling Capital Stratton Mid Cap Value Fund	17.06%	5.40%	9.49%	14.39%	-10.92%	23.49%	3.74%	32.73%	-14.28%	21.75%
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 STRGX and BUSIX is 0.02, 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	0.02
Correlation (3Y) Calculated over the trailing 3-year period	0.05
Correlation (5Y) Calculated over the trailing 5-year period	0.03
Correlation (10Y) Calculated over the trailing 10-year period	0.03
Correlation (All Time) Calculated using the full available price history since Jan 3, 2013	0.01

Return for Risk

STRGX vs. BUSIX — Risk / Return Rank

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

STRGX

STRGX Risk / Return Rank: 49
STRGX Sharpe Ratio Rank: 41
STRGX Sortino Ratio Rank: 43
STRGX Omega Ratio Rank: 38
STRGX Calmar Ratio Rank: 75
STRGX Martin Ratio Rank: 50

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.

STRGX vs. BUSIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Stratton Mid Cap Value Fund (STRGX) 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.

	STRGX	BUSIX	Difference
Sharpe ratio: Return per unit of total volatility	1.87	—	—
Sortino ratio: Return per unit of downside risk	2.74	—	—
Omega ratio: Gain probability vs. loss probability	1.33	—	—
Calmar ratio: Return relative to maximum drawdown	3.41	—	—
Martin ratio: Return relative to average drawdown	10.33	—	—
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

	STRGX	BUSIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.87	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.42	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.54	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.57	—	—

Drawdowns

Drawdown Indicators

	STRGX	BUSIX	Difference
Max Drawdown Largest peak-to-trough decline	-53.50%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-7.79%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-20.88%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-21.22%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-41.35%	—	—
Current Drawdown Current decline from peak	-2.00%	—	—
Average Drawdown Average peak-to-trough decline	-8.03%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	2.56%	—	—

Volatility

Volatility by Period

	STRGX	BUSIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.11%	—	—
Volatility (6M) Calculated over the trailing 6-month period	10.80%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	14.22%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.49%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.13%	—	—

STRGX vs. BUSIX - Expense Ratio Comparison

STRGX has a 0.84% expense ratio, which is higher than BUSIX's 0.27% expense ratio.

Dividends

STRGX vs. BUSIX - Dividend Comparison

STRGX's dividend yield for the trailing twelve months is around 8.57%, 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%
STRGX Sterling Capital Stratton Mid Cap Value Fund	8.57%	10.04%	15.16%	12.43%	17.98%	8.18%	0.84%	5.40%	9.91%	3.79%	0.60%	3.68%

Frequently Asked Questions

Can I hold both STRGX and BUSIX in my portfolio?

STRGX and BUSIX have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.