STSCX vs. BIBTX
Compare and contrast key facts about Sterling Capital Stratton Small Cap Value Fund (STSCX) and Sterling Capital Total Return Bond Fund (BIBTX).
STSCX is managed by Sterling Capital. It was launched on Apr 12, 1993. BIBTX is managed by Sterling Capital. It was launched on Dec 2, 1999.
Performance
STSCX vs. BIBTX - Performance Comparison
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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 | 3.75% | 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 | -0.70% | 6.93% | 2.17% | 5.53% | -13.24% | -1.21% | 9.24% | 9.29% | -0.34% | 4.34% |
Returns By Period
In the year-to-date period, STSCX achieves a 3.75% return, which is significantly higher than BIBTX's -0.70% return. Over the past 10 years, STSCX has outperformed BIBTX with an annualized return of 11.36%, while BIBTX has yielded a comparatively lower 2.09% annualized return.
STSCX
- 1D
- -0.63%
- 1M
- -7.29%
- YTD
- 3.75%
- 6M
- 5.52%
- 1Y
- 23.13%
- 3Y*
- 15.28%
- 5Y*
- 8.49%
- 10Y*
- 11.36%
BIBTX
- 1D
- 0.54%
- 1M
- -2.51%
- YTD
- -0.70%
- 6M
- 0.33%
- 1Y
- 3.50%
- 3Y*
- 3.59%
- 5Y*
- 0.23%
- 10Y*
- 2.09%
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STSCX vs. BIBTX - Expense Ratio Comparison
STSCX has a 0.98% expense ratio, which is higher than BIBTX's 0.45% expense ratio.
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.
| STSCX | BIBTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.15 | 0.92 | +0.23 |
Sortino ratioReturn per unit of downside risk | 1.71 | 1.32 | +0.39 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.16 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.55 | 1.53 | +0.02 |
Martin ratioReturn relative to average drawdown | 6.50 | 4.50 | +1.99 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| STSCX | BIBTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.15 | 0.92 | +0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.04 | +0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.43 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.93 | -0.36 |
Correlation
The correlation between STSCX and BIBTX is -0.16. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
STSCX vs. BIBTX - Dividend Comparison
STSCX's dividend yield for the trailing twelve months is around 19.54%, more than BIBTX's 3.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STSCX Sterling Capital Stratton Small Cap Value Fund | 19.54% | 20.28% | 23.71% | 39.14% | 27.85% | 23.34% | 16.67% | 13.04% | 9.11% | 9.20% | 5.09% | 1.54% |
BIBTX Sterling Capital Total Return Bond Fund | 3.79% | 4.09% | 4.11% | 3.17% | 2.82% | 3.15% | 4.03% | 3.12% | 3.22% | 3.00% | 3.27% | 3.55% |
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 | -13.84% | -3.04% | -10.80% |
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 | -8.46% | -2.51% | -5.95% |
Average DrawdownAverage peak-to-trough decline | -8.21% | -2.38% | -5.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.30% | 1.03% | +2.27% |
Volatility
STSCX vs. BIBTX - Volatility Comparison
Sterling Capital Stratton Small Cap Value Fund (STSCX) has a higher volatility of 5.08% compared to Sterling Capital Total Return Bond Fund (BIBTX) at 1.61%. 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 | 5.08% | 1.61% | +3.47% |
Volatility (6M)Calculated over the trailing 6-month period | 11.65% | 2.61% | +9.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.64% | 4.46% | +16.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.05% | 5.78% | +14.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.10% | 4.87% | +17.23% |