STSCX vs. BUSIX
Compare and contrast key facts about Sterling Capital Stratton Small Cap Value Fund (STSCX) and Sterling Capital Ultra Short Bond Fund (BUSIX).
STSCX is managed by Sterling Capital. It was launched on Apr 12, 1993. BUSIX is managed by Sterling Capital. It was launched on Nov 30, 2012.
Performance
STSCX vs. BUSIX - Performance Comparison
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STSCX vs. BUSIX - 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% |
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% |
Returns By Period
In the year-to-date period, STSCX achieves a 3.75% return, which is significantly higher than BUSIX's 0.83% return. Over the past 10 years, STSCX has outperformed BUSIX with an annualized return of 11.36%, while BUSIX has yielded a comparatively lower 2.68% 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%
BUSIX
- 1D
- 0.04%
- 1M
- 0.05%
- YTD
- 0.83%
- 6M
- 1.93%
- 1Y
- 4.56%
- 3Y*
- 5.24%
- 5Y*
- 3.45%
- 10Y*
- 2.68%
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STSCX vs. BUSIX - Expense Ratio Comparison
STSCX has a 0.98% expense ratio, which is higher than BUSIX's 0.27% expense ratio.
Return for Risk
STSCX vs. BUSIX — Risk / Return Rank
STSCX
BUSIX
STSCX vs. BUSIX - 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 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.
| STSCX | BUSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.15 | 3.78 | -2.63 |
Sortino ratioReturn per unit of downside risk | 1.71 | 13.61 | -11.91 |
Omega ratioGain probability vs. loss probability | 1.24 | 5.42 | -4.18 |
Calmar ratioReturn relative to maximum drawdown | 1.55 | 16.23 | -14.68 |
Martin ratioReturn relative to average drawdown | 6.50 | 104.01 | -97.52 |
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 | BUSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.15 | 3.78 | -2.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 2.81 | -2.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 2.42 | -1.90 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 2.10 | -1.52 |
Correlation
The correlation between STSCX and BUSIX is 0.00, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
STSCX vs. BUSIX - Dividend Comparison
STSCX's dividend yield for the trailing twelve months is around 19.54%, more than BUSIX's 3.89% 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% |
BUSIX Sterling Capital Ultra Short Bond Fund | 3.89% | 4.29% | 4.65% | 3.48% | 1.87% | 1.24% | 1.72% | 2.60% | 2.05% | 1.57% | 1.74% | 1.36% |
Drawdowns
STSCX vs. BUSIX - Drawdown Comparison
The maximum STSCX drawdown since its inception was -54.02%, which is greater than BUSIX's maximum drawdown of -3.16%. Use the drawdown chart below to compare losses from any high point for STSCX and BUSIX.
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Drawdown Indicators
| STSCX | BUSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.02% | -3.16% | -50.86% |
Max Drawdown (1Y)Largest decline over 1 year | -13.84% | -0.30% | -13.54% |
Max Drawdown (5Y)Largest decline over 5 years | -25.48% | -1.46% | -24.02% |
Max Drawdown (10Y)Largest decline over 10 years | -44.28% | -3.16% | -41.12% |
Current DrawdownCurrent decline from peak | -8.46% | 0.00% | -8.46% |
Average DrawdownAverage peak-to-trough decline | -8.21% | -0.11% | -8.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.30% | 0.05% | +3.25% |
Volatility
STSCX vs. BUSIX - Volatility Comparison
Sterling Capital Stratton Small Cap Value Fund (STSCX) has a higher volatility of 5.08% compared to Sterling Capital Ultra Short Bond Fund (BUSIX) at 0.36%. This indicates that STSCX's price experiences larger fluctuations and is considered to be riskier than BUSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| STSCX | BUSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.08% | 0.36% | +4.72% |
Volatility (6M)Calculated over the trailing 6-month period | 11.65% | 0.89% | +10.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.64% | 1.32% | +19.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.05% | 1.23% | +18.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.10% | 1.11% | +20.99% |