BBSGX vs. BOPIX
Compare and contrast key facts about Sterling Capital Short Duration Bond Fund (BBSGX) and Sterling Capital Special Opportunities Fund (BOPIX).
BBSGX is managed by Sterling Capital. It was launched on Nov 30, 1992. BOPIX is managed by Sterling Capital. It was launched on Jun 2, 2003.
Performance
BBSGX vs. BOPIX - Performance Comparison
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BBSGX vs. BOPIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BBSGX Sterling Capital Short Duration Bond Fund | -0.10% | 5.68% | 5.56% | 5.38% | -3.18% | -0.10% | 4.24% | 4.72% | 1.34% | 1.77% |
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, BBSGX achieves a -0.10% return, which is significantly higher than BOPIX's -11.98% return. Over the past 10 years, BBSGX has underperformed BOPIX with an annualized return of 2.63%, while BOPIX has yielded a comparatively higher 10.70% annualized return.
BBSGX
- 1D
- 0.12%
- 1M
- -0.84%
- YTD
- -0.10%
- 6M
- 1.06%
- 1Y
- 3.95%
- 3Y*
- 5.18%
- 5Y*
- 2.63%
- 10Y*
- 2.63%
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%
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BBSGX vs. BOPIX - Expense Ratio Comparison
BBSGX has a 0.43% expense ratio, which is lower than BOPIX's 0.87% expense ratio.
Return for Risk
BBSGX vs. BOPIX — Risk / Return Rank
BBSGX
BOPIX
BBSGX vs. BOPIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Short Duration Bond Fund (BBSGX) 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.
| BBSGX | BOPIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.29 | 0.46 | +1.84 |
Sortino ratioReturn per unit of downside risk | 4.40 | 0.79 | +3.61 |
Omega ratioGain probability vs. loss probability | 1.69 | 1.11 | +0.58 |
Calmar ratioReturn relative to maximum drawdown | 4.82 | 0.44 | +4.39 |
Martin ratioReturn relative to average drawdown | 17.99 | 1.57 | +16.42 |
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
| BBSGX | BOPIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.29 | 0.46 | +1.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.26 | 0.38 | +0.88 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.39 | 0.56 | +0.83 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.59 | 0.57 | +1.01 |
Correlation
The correlation between BBSGX and BOPIX is -0.07. 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
BBSGX vs. BOPIX - Dividend Comparison
BBSGX's dividend yield for the trailing twelve months is around 4.26%, less than BOPIX's 21.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBSGX Sterling Capital Short Duration Bond Fund | 4.26% | 4.66% | 4.66% | 3.12% | 2.43% | 2.23% | 2.53% | 2.85% | 2.86% | 2.70% | 2.73% | 3.10% |
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
BBSGX vs. BOPIX - Drawdown Comparison
The maximum BBSGX drawdown since its inception was -5.60%, smaller than the maximum BOPIX drawdown of -51.68%. Use the drawdown chart below to compare losses from any high point for BBSGX and BOPIX.
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Drawdown Indicators
| BBSGX | BOPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.60% | -51.68% | +46.08% |
Max Drawdown (1Y)Largest decline over 1 year | -0.96% | -14.94% | +13.98% |
Max Drawdown (5Y)Largest decline over 5 years | -5.34% | -25.02% | +19.68% |
Max Drawdown (10Y)Largest decline over 10 years | -5.60% | -38.76% | +33.16% |
Current DrawdownCurrent decline from peak | -0.84% | -14.94% | +14.10% |
Average DrawdownAverage peak-to-trough decline | -0.46% | -6.11% | +5.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.26% | 4.19% | -3.93% |
Volatility
BBSGX vs. BOPIX - Volatility Comparison
The current volatility for Sterling Capital Short Duration Bond Fund (BBSGX) is 0.65%, while Sterling Capital Special Opportunities Fund (BOPIX) has a volatility of 4.80%. This indicates that BBSGX 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.
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Volatility by Period
| BBSGX | BOPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.65% | 4.80% | -4.15% |
Volatility (6M)Calculated over the trailing 6-month period | 1.34% | 10.79% | -9.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.98% | 19.89% | -17.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.09% | 18.46% | -16.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.90% | 19.27% | -17.37% |