BBISX vs. BOPIX
Compare and contrast key facts about Sterling Capital Behavioral Large Cap Value Equity Fund (BBISX) and Sterling Capital Special Opportunities Fund (BOPIX).
BBISX is managed by Sterling Capital. It was launched on Oct 9, 1992. BOPIX is managed by Sterling Capital. It was launched on Jun 2, 2003.
Performance
BBISX vs. BOPIX - Performance Comparison
Loading graphics...
BBISX vs. BOPIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BBISX Sterling Capital Behavioral Large Cap Value Equity Fund | 2.32% | 23.54% | 20.93% | 12.49% | -5.96% | 31.07% | -1.57% | 23.81% | -10.28% | 18.82% |
BOPIX Sterling Capital Special Opportunities Fund | -11.98% | 13.38% | 21.00% | 25.16% | -20.04% | 27.75% | 13.46% | 35.34% | -4.54% | 19.63% |
Returns By Period
In the year-to-date period, BBISX achieves a 2.32% return, which is significantly higher than BOPIX's -11.98% return. Over the past 10 years, BBISX has outperformed BOPIX with an annualized return of 11.85%, while BOPIX has yielded a comparatively lower 10.70% annualized return.
BBISX
- 1D
- -0.56%
- 1M
- -5.77%
- YTD
- 2.32%
- 6M
- 7.93%
- 1Y
- 22.05%
- 3Y*
- 19.83%
- 5Y*
- 13.05%
- 10Y*
- 11.85%
BOPIX
- 1D
- -0.64%
- 1M
- -7.54%
- YTD
- -11.98%
- 6M
- -8.93%
- 1Y
- 8.78%
- 3Y*
- 13.02%
- 5Y*
- 7.02%
- 10Y*
- 10.70%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BBISX vs. BOPIX - Expense Ratio Comparison
BBISX has a 0.77% expense ratio, which is lower than BOPIX's 0.87% expense ratio.
Return for Risk
BBISX vs. BOPIX — Risk / Return Rank
BBISX
BOPIX
BBISX vs. BOPIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Behavioral Large Cap Value Equity Fund (BBISX) and Sterling Capital Special Opportunities Fund (BOPIX). 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.
| BBISX | BOPIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.51 | 0.46 | +1.05 |
Sortino ratioReturn per unit of downside risk | 2.04 | 0.79 | +1.25 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.11 | +0.20 |
Calmar ratioReturn relative to maximum drawdown | 1.85 | 0.44 | +1.41 |
Martin ratioReturn relative to average drawdown | 8.83 | 1.57 | +7.27 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BBISX | BOPIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.51 | 0.46 | +1.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.85 | 0.38 | +0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.56 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.57 | -0.13 |
Correlation
The correlation between BBISX and BOPIX is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BBISX vs. BOPIX - Dividend Comparison
BBISX's dividend yield for the trailing twelve months is around 1.46%, less than BOPIX's 21.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBISX Sterling Capital Behavioral Large Cap Value Equity Fund | 1.46% | 1.53% | 1.88% | 1.73% | 1.56% | 0.43% | 3.22% | 8.20% | 11.93% | 2.86% | 1.90% | 1.68% |
BOPIX Sterling Capital Special Opportunities Fund | 21.43% | 18.87% | 16.95% | 17.90% | 7.84% | 12.03% | 1.24% | 10.09% | 9.17% | 7.89% | 1.88% | 15.18% |
Drawdowns
BBISX vs. BOPIX - Drawdown Comparison
The maximum BBISX drawdown since its inception was -59.31%, which is greater than BOPIX's maximum drawdown of -51.68%. Use the drawdown chart below to compare losses from any high point for BBISX and BOPIX.
Loading graphics...
Drawdown Indicators
| BBISX | BOPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.31% | -51.68% | -7.63% |
Max Drawdown (1Y)Largest decline over 1 year | -11.93% | -14.94% | +3.01% |
Max Drawdown (5Y)Largest decline over 5 years | -19.45% | -25.02% | +5.57% |
Max Drawdown (10Y)Largest decline over 10 years | -38.37% | -38.76% | +0.39% |
Current DrawdownCurrent decline from peak | -6.03% | -14.94% | +8.91% |
Average DrawdownAverage peak-to-trough decline | -10.21% | -6.11% | -4.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 4.19% | -1.69% |
Volatility
BBISX vs. BOPIX - Volatility Comparison
The current volatility for Sterling Capital Behavioral Large Cap Value Equity Fund (BBISX) is 4.01%, while Sterling Capital Special Opportunities Fund (BOPIX) has a volatility of 4.80%. This indicates that BBISX experiences smaller price fluctuations and is considered to be less risky than BOPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BBISX | BOPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.01% | 4.80% | -0.79% |
Volatility (6M)Calculated over the trailing 6-month period | 8.98% | 10.79% | -1.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.64% | 19.89% | -4.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.43% | 18.46% | -3.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.63% | 19.27% | -1.64% |