BOPIX vs. BBSGX

Last updated Jun 4, 2026

BOPIX (Sterling Capital Special Opportunities Fund) and BBSGX (Sterling Capital Short Duration Bond Fund) are both mutual funds - BOPIX is a Large Cap Blend Equities fund managed by Sterling Capital, while BBSGX is a Short-Term Bond fund managed by Sterling Capital. At a correlation of -0.07, they often move in opposite directions. BOPIX charges 0.87%/yr vs 0.43%/yr for BBSGX.

Performance

BOPIX vs. BBSGX - Performance Comparison

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

Returns By Period

BOPIX

• 1D: 1.05%
• 1M: 8.46%
• YTD: 12.93%
• 6M: 12.50%
• 1Y: 31.69%
• 3Y*: 20.79%
• 5Y*: 11.42%
• 10Y*: 13.50%

BBSGX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

BOPIX vs. BBSGX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BOPIX Sterling Capital Special Opportunities Fund	12.93%	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%

Correlation

The correlation between BOPIX and BBSGX is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.06
Correlation (3Y) Calculated over the trailing 3-year period	0.08
Correlation (5Y) Calculated over the trailing 5-year period	0.09
Correlation (10Y) Calculated over the trailing 10-year period	0.01
Correlation (All Time) Calculated using the full available price history since Jun 2, 2003	-0.07

The correlation between BOPIX and BBSGX shifts across timeframes, from -0.07 (all time) to 0.09 (5 years), reflecting how their relationship changes across market environments.

Return for Risk

BOPIX vs. BBSGX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BOPIX

BOPIX Risk / Return Rank: 46
BOPIX Sharpe Ratio Rank: 60
BOPIX Sortino Ratio Rank: 53
BOPIX Omega Ratio Rank: 50
BOPIX Calmar Ratio Rank: 34
BOPIX Martin Ratio Rank: 34

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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 ratio Return per unit of total volatility	2.27	—	—
Sortino ratio Return per unit of downside risk	3.07	—	—
Omega ratio Gain probability vs. loss probability	1.39	—	—
Calmar ratio Return relative to maximum drawdown	2.20	—	—
Martin ratio Return relative to average drawdown	7.66	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	BOPIX	BBSGX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.27	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.62	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.70	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.63	—	—

Drawdowns

Drawdown Indicators

	BOPIX	BBSGX	Difference
Max Drawdown Largest peak-to-trough decline	-51.68%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-14.94%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-21.69%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-25.02%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-38.76%	—	—
Current Drawdown Current decline from peak	0.00%	—	—
Average Drawdown Average peak-to-trough decline	-6.08%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	4.28%	—	—

Volatility

Volatility by Period

	BOPIX	BBSGX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.44%	—	—
Volatility (6M) Calculated over the trailing 6-month period	11.34%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	14.45%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.59%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.34%	—	—

BOPIX vs. BBSGX - Expense Ratio Comparison

BOPIX has a 0.87% expense ratio, which is higher than BBSGX's 0.43% expense ratio.

Dividends

BOPIX vs. BBSGX - Dividend Comparison

BOPIX's dividend yield for the trailing twelve months is around 16.71%, more than BBSGX's 3.48% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BBSGX Sterling Capital Short Duration Bond Fund	3.48%	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	16.71%	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 BBSGX in my portfolio?

BOPIX and BBSGX have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.