BOPIX vs. ALSMX

Last updated Aug 1, 2026

BOPIX (Sterling Capital Special Opportunities Fund) and ALSMX (Archer Multi Cap Fund) are both Large Cap Blend Equities funds. Over the past 5 years, BOPIX returned 8.73%/yr vs 10.55%/yr for ALSMX. Their correlation of 0.87 means they have usually moved in the same direction. BOPIX charges 0.87%/yr vs 0.96%/yr for ALSMX.

Performance

BOPIX vs. ALSMX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sterling Capital Special Opportunities Fund (BOPIX) and Archer Multi Cap Fund (ALSMX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BOPIX achieves a 6.73% return, which is significantly lower than ALSMX's 18.47% return.

BOPIX

• 1D: 1.11%
• 1M: -2.35%
• 6M: 6.93%
• YTD: 6.73%
• 1Y: 18.16%
• 3Y*: 15.19%
• 5Y*: 8.73%
• 10Y*: 12.75%
• ALL TIME*: 11.87%

ALSMX

• 1D: 2.71%
• 1M: -3.31%
• 6M: 13.13%
• YTD: 18.47%
• 1Y: 28.94%
• 3Y*: 19.78%
• 5Y*: 10.55%
• 10Y*: —
• ALL TIME*: 12.53%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
ALSMX Archer Multi Cap Fund	$0.00	$0.00	$0.00
BOPIX Sterling Capital Special Opportunities Fund	$0.00	$0.00	$0.00

BOPIX vs. ALSMX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
BOPIX Sterling Capital Special Opportunities Fund	6.73%	13.38%	21.00%	25.16%	-20.04%	27.75%	13.46%	0.19%
ALSMX Archer Multi Cap Fund	18.47%	11.47%	21.78%	25.14%	-20.12%	16.58%	16.01%	0.00%

Correlation

The correlation between BOPIX and ALSMX is 0.72, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.72
Correlation (3Y) Balances recent behavior with more history.	0.80
Correlation (5Y) Shows whether the relationship held over a longer period.	0.85
Correlation (All Time) Calculated using the full available price history since Dec 31, 2019	0.87

The correlation between BOPIX and ALSMX shifts across timeframes, from 0.72 (1 year) to 0.87 (all time), reflecting how their relationship changes across market environments.

Return for Risk

BOPIX vs. ALSMX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

BOPIX

BOPIX Risk / Return Rank: 25
BOPIX Sharpe Ratio Rank: 28
BOPIX Sortino Ratio Rank: 27
BOPIX Omega Ratio Rank: 26
BOPIX Calmar Ratio Rank: 20
BOPIX Martin Ratio Rank: 22

ALSMX

ALSMX Risk / Return Rank: 67
ALSMX Sharpe Ratio Rank: 59
ALSMX Sortino Ratio Rank: 60
ALSMX Omega Ratio Rank: 54
ALSMX Calmar Ratio Rank: 83
ALSMX Martin Ratio Rank: 81

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

BOPIX vs. ALSMX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Special Opportunities Fund (BOPIX) and Archer Multi Cap Fund (ALSMX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	BOPIX	ALSMX	Difference
Sharpe ratio: Return per unit of total volatility	0.94	1.46	-0.52
Sortino ratio: Return per unit of downside risk	1.36	2.12	-0.76
Omega ratio: Gain probability vs. loss probability	1.16	1.26	-0.09
Calmar ratio: Return relative to maximum drawdown	0.96	2.79	-1.83
Martin ratio: Return relative to average drawdown	3.10	9.86	-6.76

BOPIX vs. ALSMX - Sharpe Ratio Comparison

The current BOPIX Sharpe Ratio is 0.94, which is lower than the ALSMX Sharpe Ratio of 1.46. The chart below compares the historical Sharpe Ratios of BOPIX and ALSMX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

BOPIX vs. ALSMX - Drawdown Comparison

The maximum BOPIX drawdown since its inception was -51.68%, smaller than the maximum ALSMX drawdown of -97.87%. Use the drawdown chart below to compare losses from any high point for BOPIX and ALSMX.

Drawdown Indicators

	BOPIX	ALSMX	Difference
Max Drawdown Largest peak-to-trough decline	-51.68%	-97.87%	+46.19%
Max Drawdown (1Y) Largest decline over 1 year	-14.94%	-9.42%	-5.52%
Max Drawdown (3Y) Largest decline over 3 years	-21.69%	-97.87%	+76.18%
Max Drawdown (5Y) Largest decline over 5 years	-25.02%	-97.87%	+72.85%
Max Drawdown (10Y) Largest decline over 10 years	-38.76%	—	—
Current Drawdown Current decline from peak	-5.71%	-96.62%	+90.91%
Average Drawdown Average peak-to-trough decline	-6.07%	-29.64%	+23.57%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.62%	2.66%	+1.96%

Volatility

BOPIX vs. ALSMX - Volatility Comparison

The current volatility for Sterling Capital Special Opportunities Fund (BOPIX) is 3.16%, while Archer Multi Cap Fund (ALSMX) has a volatility of 5.82%. This indicates that BOPIX experiences smaller price fluctuations and is considered to be less risky than ALSMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BOPIX	ALSMX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.16%	5.82%	-2.66%
Volatility (6M) Calculated over the trailing 6-month period	12.07%	15.24%	-3.17%
Volatility (1Y) Calculated over the trailing 1-year period	15.27%	17.95%	-2.68%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.71%	1,292.58%	-1,273.87%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.31%	1,126.70%	-1,107.39%

BOPIX vs. ALSMX - Expense Ratio Comparison

BOPIX has a 0.87% expense ratio, which is lower than ALSMX's 0.96% expense ratio.

Dividends

BOPIX vs. ALSMX - Dividend Comparison

BOPIX's dividend yield for the trailing twelve months is around 17.68%, more than ALSMX's 6.04% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ALSMX Archer Multi Cap Fund	6.04%	7.16%	3.62%	0.46%	7.12%	1.62%	0.43%	0.00%	0.00%	0.00%	0.00%	0.00%
BOPIX Sterling Capital Special Opportunities Fund	17.68%	18.87%	16.95%	17.90%	7.84%	12.03%	1.24%	10.09%	9.17%	7.89%	1.88%	15.18%

Frequently Asked Questions

Can I hold both BOPIX and ALSMX in my portfolio?

BOPIX and ALSMX have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BOPIX or ALSMX?

ALSMX has higher volatility (5.82%) compared to BOPIX (3.16%). In terms of maximum drawdown, BOPIX dropped -51.68% vs ALSMX's -97.87%.

Which has better risk-adjusted returns?

ALSMX currently has the higher Sharpe Ratio (1.46 vs 0.94), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.