BOPIX vs. STRGX
Compare and contrast key facts about Sterling Capital Special Opportunities Fund (BOPIX) and Sterling Capital Stratton Mid Cap Value Fund (STRGX).
BOPIX is managed by Sterling Capital. It was launched on Jun 2, 2003. STRGX is managed by Sterling Capital. It was launched on Sep 29, 1972.
Performance
BOPIX vs. STRGX - Performance Comparison
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BOPIX vs. STRGX - 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% |
STRGX Sterling Capital Stratton Mid Cap Value Fund | 2.89% | 5.40% | 9.49% | 14.39% | -10.92% | 23.49% | 3.74% | 32.73% | -14.28% | 21.75% |
Returns By Period
In the year-to-date period, BOPIX achieves a -11.98% return, which is significantly lower than STRGX's 2.89% return. Over the past 10 years, BOPIX has outperformed STRGX with an annualized return of 10.70%, while STRGX has yielded a comparatively lower 9.22% 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%
STRGX
- 1D
- -1.01%
- 1M
- -6.72%
- YTD
- 2.89%
- 6M
- -0.22%
- 1Y
- 11.98%
- 3Y*
- 10.23%
- 5Y*
- 5.86%
- 10Y*
- 9.22%
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BOPIX vs. STRGX - Expense Ratio Comparison
BOPIX has a 0.87% expense ratio, which is higher than STRGX's 0.84% expense ratio.
Return for Risk
BOPIX vs. STRGX — Risk / Return Rank
BOPIX
STRGX
BOPIX vs. STRGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Special Opportunities Fund (BOPIX) and Sterling Capital Stratton Mid Cap Value Fund (STRGX). 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 | STRGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.46 | 0.68 | -0.23 |
Sortino ratioReturn per unit of downside risk | 0.79 | 1.07 | -0.28 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.15 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.44 | 0.87 | -0.43 |
Martin ratioReturn relative to average drawdown | 1.57 | 3.43 | -1.86 |
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 | STRGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.46 | 0.68 | -0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.34 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.49 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.55 | +0.02 |
Correlation
The correlation between BOPIX and STRGX is 0.86, 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
BOPIX vs. STRGX - Dividend Comparison
BOPIX's dividend yield for the trailing twelve months is around 21.43%, more than STRGX's 9.76% 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% |
STRGX Sterling Capital Stratton Mid Cap Value Fund | 9.76% | 10.04% | 15.16% | 12.43% | 17.98% | 8.18% | 0.84% | 5.40% | 9.91% | 3.79% | 0.60% | 3.68% |
Drawdowns
BOPIX vs. STRGX - Drawdown Comparison
The maximum BOPIX drawdown since its inception was -51.68%, roughly equal to the maximum STRGX drawdown of -53.50%. Use the drawdown chart below to compare losses from any high point for BOPIX and STRGX.
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Drawdown Indicators
| BOPIX | STRGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.68% | -53.50% | +1.82% |
Max Drawdown (1Y)Largest decline over 1 year | -14.94% | -12.42% | -2.52% |
Max Drawdown (5Y)Largest decline over 5 years | -25.02% | -21.22% | -3.80% |
Max Drawdown (10Y)Largest decline over 10 years | -38.76% | -41.35% | +2.59% |
Current DrawdownCurrent decline from peak | -14.94% | -7.40% | -7.54% |
Average DrawdownAverage peak-to-trough decline | -6.11% | -8.06% | +1.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.19% | 3.14% | +1.05% |
Volatility
BOPIX vs. STRGX - Volatility Comparison
The current volatility for Sterling Capital Special Opportunities Fund (BOPIX) is 4.80%, while Sterling Capital Stratton Mid Cap Value Fund (STRGX) has a volatility of 5.22%. This indicates that BOPIX experiences smaller price fluctuations and is considered to be less risky than STRGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BOPIX | STRGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.80% | 5.22% | -0.42% |
Volatility (6M)Calculated over the trailing 6-month period | 10.79% | 10.54% | +0.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.89% | 18.17% | +1.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.46% | 17.38% | +1.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.27% | 19.07% | +0.20% |