STSCX vs. BIBTX
STSCX (Sterling Capital Stratton Small Cap Value Fund) and BIBTX (Sterling Capital Total Return Bond Fund) are both mutual funds - STSCX is a Small Cap Blend Equities fund managed by Sterling Capital, while BIBTX is a Intermediate Core Bond fund managed by Sterling Capital. Over the past 10 years, STSCX returned 13.11%/yr vs 1.98%/yr for BIBTX. At a correlation of -0.15, they often move in opposite directions. STSCX charges 0.98%/yr vs 0.45%/yr for BIBTX.
Performance
STSCX vs. BIBTX - Performance Comparison
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Returns By Period
Over the past 10 years, STSCX has outperformed BIBTX with an annualized return of 13.11%, while BIBTX has yielded a comparatively lower 1.98% annualized return.
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%
BIBTX
- 1D
- -0.32%
- 1M
- 0.61%
- YTD
- -0.00%
- 6M
- 0.35%
- 1Y
- 4.20%
- 3Y*
- 4.01%
- 5Y*
- 0.03%
- 10Y*
- 1.98%
STSCX vs. BIBTX - 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% |
BIBTX Sterling Capital Total Return Bond Fund | -0.00% | 6.93% | 2.17% | 5.53% | -13.24% | -1.21% | 9.24% | 9.29% | -0.34% | 4.34% |
Correlation
The correlation between STSCX and BIBTX is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.26 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.21 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.09 |
Correlation (10Y) Calculated over the trailing 10-year period | -0.06 |
Correlation (All Time) Calculated using the full available price history since Nov 30, 1999 | -0.15 |
The correlation between STSCX and BIBTX shifts across timeframes, from -0.15 (all time) to 0.26 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
STSCX vs. BIBTX — Risk / Return Rank
STSCX
BIBTX
STSCX vs. BIBTX - 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 Total Return Bond Fund (BIBTX). 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 | BIBTX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.44 | ||
| Sortino ratioReturn per unit of downside risk | +2.04 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.19 | +0.25 |
| Calmar ratioReturn relative to maximum drawdown | 4.30 | 1.46 | +2.85 |
| Martin ratioReturn relative to average drawdown | 16.00 | 4.00 | +11.99 |
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Drawdowns
STSCX vs. BIBTX - Drawdown Comparison
The maximum STSCX drawdown since its inception was -54.02%, which is greater than BIBTX's maximum drawdown of -18.28%. Use the drawdown chart below to compare losses from any high point for STSCX and BIBTX.
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Drawdown Indicators
| STSCX | BIBTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.02% | -18.28% | -35.74% |
Max Drawdown (1Y)Largest decline over 1 year | -9.33% | -3.05% | -6.28% |
Max Drawdown (3Y)Largest decline over 3 years | -25.48% | -6.33% | -19.15% |
Max Drawdown (5Y)Largest decline over 5 years | -25.48% | -18.28% | -7.20% |
Max Drawdown (10Y)Largest decline over 10 years | -44.28% | -18.28% | -26.00% |
Current DrawdownCurrent decline from peak | 0.00% | -1.82% | +1.82% |
Average DrawdownAverage peak-to-trough decline | -8.16% | -2.38% | -5.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.51% | 1.11% | +1.40% |
Volatility
STSCX vs. BIBTX - Volatility Comparison
Sterling Capital Stratton Small Cap Value Fund (STSCX) has a higher volatility of 3.89% compared to Sterling Capital Total Return Bond Fund (BIBTX) at 1.24%. This indicates that STSCX's price experiences larger fluctuations and is considered to be riskier than BIBTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| STSCX | BIBTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.89% | 1.24% | +2.65% |
Volatility (6M)Calculated over the trailing 6-month period | 11.15% | 2.98% | +8.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.70% | 3.97% | +11.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.97% | 5.82% | +14.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.13% | 4.90% | +17.23% |
STSCX vs. BIBTX - Expense Ratio Comparison
STSCX has a 0.98% expense ratio, which is higher than BIBTX's 0.45% expense ratio.
Dividends
STSCX vs. BIBTX - Dividend Comparison
STSCX's dividend yield for the trailing twelve months is around 16.46%, more than BIBTX's 4.27% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIBTX Sterling Capital Total Return Bond Fund | 4.27% | 4.09% | 4.11% | 3.17% | 2.82% | 3.15% | 4.03% | 3.12% | 3.22% | 3.00% | 3.27% | 3.55% |
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
STSCX and BIBTX have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
STSCX has higher volatility (3.89%) compared to BIBTX (1.24%). In terms of maximum drawdown, STSCX dropped -54.02% vs BIBTX's -18.28%.
STSCX currently has the higher Sharpe Ratio (2.56 vs 1.12), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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