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