STSCX vs. BBSGX

Last updated Jun 24, 2026

STSCX (Sterling Capital Stratton Small Cap Value Fund) and BBSGX (Sterling Capital Short Duration Bond Fund) are both mutual funds - STSCX is a Small Cap Blend Equities fund managed by Sterling Capital, while BBSGX is a Short-Term Bond fund managed by Sterling Capital. At a correlation of -0.08, they often move in opposite directions. STSCX charges 0.98%/yr vs 0.43%/yr for BBSGX.

Performance

STSCX vs. BBSGX - Performance Comparison

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

Returns By Period

STSCX

• 1D: 0.86%
• 1M: 4.83%
• YTD: 23.16%
• 6M: 21.04%
• 1Y: 38.24%
• 3Y*: 21.60%
• 5Y*: 11.83%
• 10Y*: 13.11%

BBSGX

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

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

STSCX vs. BBSGX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
STSCX Sterling Capital Stratton Small Cap Value Fund	23.16%	11.87%	13.78%	19.04%	-14.45%	31.59%	3.18%	33.00%	-14.38%	13.19%
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 STSCX and BBSGX is 0.07, 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	0.07
Correlation (3Y) Calculated over the trailing 3-year period	0.10
Correlation (5Y) Calculated over the trailing 5-year period	0.06
Correlation (10Y) Calculated over the trailing 10-year period	-0.02
Correlation (All Time) Calculated using the full available price history since Jun 20, 1996	-0.08

The correlation between STSCX and BBSGX shifts across timeframes, from -0.08 (all time) to 0.10 (3 years), reflecting how their relationship changes across market environments.

Return for Risk

STSCX vs. BBSGX — Risk / Return Rank

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

STSCX

STSCX Risk / Return Rank: 84
STSCX Sharpe Ratio Rank: 85
STSCX Sortino Ratio Rank: 85
STSCX Omega Ratio Rank: 74
STSCX Calmar Ratio Rank: 90
STSCX Martin Ratio Rank: 89

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.

STSCX vs. BBSGX - Risk-Adjusted Trends Comparison

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

	STSCX	BBSGX	Difference
Sharpe ratio: Return per unit of total volatility	2.56	—	—
Sortino ratio: Return per unit of downside risk	3.72	—	—
Omega ratio: Gain probability vs. loss probability	1.44	—	—
Calmar ratio: Return relative to maximum drawdown	4.30	—	—
Martin ratio: Return relative to average drawdown	16.00	—	—

Drawdowns

Drawdown Indicators

	STSCX	BBSGX	Difference
Max Drawdown Largest peak-to-trough decline	-54.02%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-9.33%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-25.48%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-25.48%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-44.28%	—	—
Current Drawdown Current decline from peak	0.00%	—	—
Average Drawdown Average peak-to-trough decline	-8.16%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	2.51%	—	—

Volatility

Volatility by Period

	STSCX	BBSGX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.89%	—	—
Volatility (6M) Calculated over the trailing 6-month period	11.15%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	15.70%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.97%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	22.13%	—	—

STSCX vs. BBSGX - Expense Ratio Comparison

STSCX has a 0.98% expense ratio, which is higher than BBSGX's 0.43% expense ratio.

Dividends

STSCX vs. BBSGX - Dividend Comparison

STSCX's dividend yield for the trailing twelve months is around 16.46%, 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%
STSCX Sterling Capital Stratton Small Cap Value Fund	16.46%	20.28%	23.71%	39.14%	27.85%	23.34%	16.67%	13.04%	9.11%	9.20%	5.09%	1.54%

Frequently Asked Questions

Can I hold both STSCX and BBSGX in my portfolio?

STSCX and BBSGX have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.