BOPIX vs. STSCX
BOPIX (Sterling Capital Special Opportunities Fund) and STSCX (Sterling Capital Stratton Small Cap Value Fund) are both mutual funds - BOPIX is a Large Cap Blend Equities fund managed by Sterling Capital, while STSCX is a Small Cap Blend Equities fund managed by Sterling Capital. Over the past 10 years, BOPIX returned 12.75%/yr vs 12.19%/yr for STSCX. Their correlation of 0.83 means they have usually moved in the same direction. BOPIX charges 0.87%/yr vs 0.98%/yr for STSCX.
Performance
BOPIX vs. STSCX - Performance Comparison
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Returns By Period
In the year-to-date period, BOPIX achieves a 6.73% return, which is significantly lower than STSCX's 22.23% return. Both investments have delivered pretty close results over the past 10 years, with BOPIX having a 12.75% annualized return and STSCX not far behind at 12.19%.
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%
STSCX
- 1D
- 1.70%
- 1M
- -0.47%
- 6M
- 14.94%
- YTD
- 22.23%
- 1Y
- 32.69%
- 3Y*
- 17.87%
- 5Y*
- 11.49%
- 10Y*
- 12.19%
- ALL TIME*
- 11.79%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
BOPIX vs. STSCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BOPIX Sterling Capital Special Opportunities Fund | 6.73% | 13.38% | 21.00% | 25.16% | -20.04% | 27.75% | 13.46% | 35.34% | -4.54% | 19.63% |
STSCX Sterling Capital Stratton Small Cap Value Fund | 22.23% | 11.87% | 13.78% | 19.04% | -14.45% | 31.59% | 3.18% | 33.00% | -14.38% | 13.19% |
Correlation
The correlation between BOPIX and STSCX is 0.60, 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. | 0.60 |
Correlation (3Y) Balances recent behavior with more history. | 0.72 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.78 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.79 |
Correlation (All Time) Calculated using the full available price history since May 30, 2003 | 0.83 |
Over the past year, the correlation between BOPIX and STSCX has dropped to 0.60 - well below their long-term average of 0.83, suggesting their price drivers have been diverging.
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Return for Risk
BOPIX vs. STSCX — Risk / Return Rank
BOPIX
STSCX
BOPIX vs. STSCX - 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 Small Cap Value Fund (STSCX). 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 | STSCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.99 | ||
| Sortino ratioReturn per unit of downside risk | -1.54 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.34 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | 0.96 | 3.21 | -2.25 |
| Martin ratioReturn relative to average drawdown | 3.10 | 11.79 | -8.70 |
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Drawdowns
BOPIX vs. STSCX - Drawdown Comparison
The maximum BOPIX drawdown since its inception was -51.68%, roughly equal to the maximum STSCX drawdown of -54.02%. Use the drawdown chart below to compare losses from any high point for BOPIX and STSCX.
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Drawdown Indicators
| BOPIX | STSCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.68% | -54.02% | +2.34% |
Max Drawdown (1Y)Largest decline over 1 year | -14.94% | -9.33% | -5.61% |
Max Drawdown (3Y)Largest decline over 3 years | -21.69% | -25.48% | +3.79% |
Max Drawdown (5Y)Largest decline over 5 years | -25.02% | -25.48% | +0.46% |
Max Drawdown (10Y)Largest decline over 10 years | -38.76% | -44.28% | +5.52% |
Current DrawdownCurrent decline from peak | -5.71% | -2.18% | -3.53% |
Average DrawdownAverage peak-to-trough decline | -6.07% | -8.14% | +2.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.62% | 2.55% | +2.07% |
Volatility
BOPIX vs. STSCX - Volatility Comparison
The current volatility for Sterling Capital Special Opportunities Fund (BOPIX) is 3.16%, while Sterling Capital Stratton Small Cap Value Fund (STSCX) has a volatility of 3.68%. This indicates that BOPIX experiences smaller price fluctuations and is considered to be less risky than STSCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BOPIX | STSCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.16% | 3.68% | -0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 12.07% | 10.76% | +1.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.27% | 15.59% | -0.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.71% | 19.86% | -1.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.31% | 22.04% | -2.73% |
BOPIX vs. STSCX - Expense Ratio Comparison
BOPIX has a 0.87% expense ratio, which is lower than STSCX's 0.98% expense ratio.
Dividends
BOPIX vs. STSCX - Dividend Comparison
BOPIX's dividend yield for the trailing twelve months is around 17.68%, more than STSCX's 16.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
STSCX Sterling Capital Stratton Small Cap Value Fund | 16.59% | 20.28% | 23.71% | 39.14% | 27.85% | 23.34% | 16.67% | 13.04% | 9.11% | 9.20% | 5.09% | 1.54% |
Frequently Asked Questions
BOPIX and STSCX have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
STSCX has higher volatility (3.68%) compared to BOPIX (3.16%). In terms of maximum drawdown, BOPIX dropped -51.68% vs STSCX's -54.02%.
STSCX currently has the higher Sharpe Ratio (1.93 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.
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