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Sterling Capital Special Opportunities Fund (BOPIX...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US85917L7423

CUSIP

85917L742

Inception Date

Jun 2, 2003

Min. Investment

$10,000,000

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

BOPIX has an expense ratio of 0.87%, placing it in the medium range.


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


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BOPIX vs. VOO
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Performance

Performance Chart


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Returns By Period

Sterling Capital Special Opportunities Fund (BOPIX) returned -5.48% year-to-date (YTD) and -6.42% over the past 12 months. Over the past 10 years, BOPIX returned 0.78% annually, underperforming the S&P 500 benchmark at 10.46%.


BOPIX

YTD

-5.48%

1M

8.57%

6M

-19.74%

1Y

-6.42%

5Y*

3.01%

10Y*

0.78%

^GSPC (Benchmark)

YTD

-3.77%

1M

7.44%

6M

-5.60%

1Y

8.37%

5Y*

14.12%

10Y*

10.46%

*Annualized

Monthly Returns

The table below presents the monthly returns of BOPIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20251.80%-3.86%-6.26%-0.43%3.47%-5.48%
20241.05%3.51%1.54%-4.58%2.88%1.72%2.96%3.25%0.99%1.02%6.76%-15.56%3.70%
20238.52%-4.65%1.18%-0.11%2.71%6.79%4.54%-1.84%-5.26%-4.81%10.62%-10.17%5.48%
2022-5.01%-3.70%3.68%-9.20%-0.14%-8.44%10.49%-5.59%-8.20%7.07%5.11%-12.49%-25.74%
20211.53%2.56%5.63%4.30%1.51%0.94%4.79%1.92%-5.60%3.48%-2.31%-5.09%13.72%
2020-0.78%-9.40%-19.01%15.48%4.88%0.30%7.09%4.10%-0.83%-0.61%11.94%3.15%12.20%
20199.84%3.86%0.52%4.53%-7.26%5.90%2.17%-3.41%2.20%1.11%4.06%-2.10%22.28%
20185.76%-3.44%-1.55%0.08%1.36%1.42%3.54%3.01%1.17%-6.60%2.55%-17.30%-11.59%
20173.46%4.63%-0.04%1.11%-0.61%2.41%0.64%0.59%0.87%0.66%3.06%-5.94%10.94%
2016-4.59%0.72%6.92%-1.12%1.76%-2.26%3.31%-1.84%0.58%-1.65%2.49%-0.38%3.51%
2015-3.23%7.56%0.04%0.00%2.73%-0.28%3.39%-5.54%-1.74%5.68%1.79%-14.74%-6.11%
2014-0.33%6.09%0.31%0.71%2.75%3.37%0.17%2.84%-2.43%-0.62%2.43%-3.77%11.68%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BOPIX is 12, meaning it’s performing worse than 88% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of BOPIX is 1212
Overall Rank
The Sharpe Ratio Rank of BOPIX is 1111
Sharpe Ratio Rank
The Sortino Ratio Rank of BOPIX is 1212
Sortino Ratio Rank
The Omega Ratio Rank of BOPIX is 1212
Omega Ratio Rank
The Calmar Ratio Rank of BOPIX is 1212
Calmar Ratio Rank
The Martin Ratio Rank of BOPIX is 1313
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Sterling Capital Special Opportunities Fund (BOPIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Sterling Capital Special Opportunities Fund Sharpe ratios as of May 11, 2025 (values are recalculated daily):

  • 1-Year: -0.26
  • 5-Year: 0.13
  • 10-Year: 0.04
  • All Time: 0.22

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Sterling Capital Special Opportunities Fund compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

Sterling Capital Special Opportunities Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


0.00%0.50%1.00%1.50%$0.00$0.05$0.10$0.15$0.20$0.25$0.30$0.3520142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.00$0.00$0.00$0.00$0.00$0.04$0.05$0.16$0.03$0.02$0.00$0.35

Dividend yield

0.00%0.00%0.00%0.00%0.00%0.13%0.20%0.72%0.12%0.07%0.00%1.49%

Monthly Dividends

The table displays the monthly dividend distributions for Sterling Capital Special Opportunities Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.04$0.04
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.05$0.05
2018$0.00$0.00$0.15$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.01$0.16
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.03$0.03
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.02$0.02
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2014$0.35$0.35

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Sterling Capital Special Opportunities Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Sterling Capital Special Opportunities Fund was 52.50%, occurring on Nov 20, 2008. Recovery took 960 trading sessions.

The current Sterling Capital Special Opportunities Fund drawdown is 30.63%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-52.5%Nov 1, 2007266Nov 20, 2008960Sep 14, 20121226
-39.34%Aug 31, 2021905Apr 8, 2025
-38.76%Feb 13, 202027Mar 23, 2020159Nov 5, 2020186
-25.61%Sep 21, 201865Dec 24, 2018285Feb 12, 2020350
-24.38%Dec 2, 201547Feb 9, 2016417Oct 4, 2017464

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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