STRGX vs. BOPIX

Last updated Jun 24, 2026

STRGX (Sterling Capital Stratton Mid Cap Value Fund) and BOPIX (Sterling Capital Special Opportunities Fund) are both mutual funds - STRGX is a Mid Cap Blend Equities fund managed by Sterling Capital, while BOPIX is a Large Cap Blend Equities fund managed by Sterling Capital. Over the past 10 years, STRGX returned 11.06%/yr vs 13.57%/yr for BOPIX. Their correlation of 0.86 suggests significant overlap in exposure. STRGX charges 0.84%/yr vs 0.87%/yr for BOPIX.

Performance

STRGX vs. BOPIX - Performance Comparison

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

Returns By Period

In the year-to-date period, STRGX achieves a 21.19% return, which is significantly higher than BOPIX's 8.20% return. Over the past 10 years, STRGX has underperformed BOPIX with an annualized return of 11.06%, while BOPIX has yielded a comparatively higher 13.57% annualized return.

STRGX

• 1D: 0.93%
• 1M: 4.03%
• YTD: 21.19%
• 6M: 19.59%
• 1Y: 25.95%
• 3Y*: 16.30%
• 5Y*: 8.73%
• 10Y*: 11.06%

BOPIX

• 1D: -0.87%
• 1M: 0.00%
• YTD: 8.20%
• 6M: 6.91%
• 1Y: 24.11%
• 3Y*: 18.44%
• 5Y*: 10.32%
• 10Y*: 13.57%

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

STRGX vs. BOPIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
STRGX Sterling Capital Stratton Mid Cap Value Fund	21.19%	5.40%	9.49%	14.39%	-10.92%	23.49%	3.74%	32.73%	-14.28%	21.75%
BOPIX Sterling Capital Special Opportunities Fund	8.20%	13.38%	21.00%	25.16%	-20.04%	27.75%	13.46%	35.34%	-4.54%	19.63%

Correlation

The correlation between STRGX and BOPIX is 0.63, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.63
Correlation (3Y) Calculated over the trailing 3-year period	0.75
Correlation (5Y) Calculated over the trailing 5-year period	0.82
Correlation (10Y) Calculated over the trailing 10-year period	0.83
Correlation (All Time) Calculated using the full available price history since May 30, 2003	0.86

Over the past year, the correlation between STRGX and BOPIX has dropped to 0.63 - well below their long-term average of 0.86, suggesting their price drivers have been diverging.

Return for Risk

STRGX vs. BOPIX — Risk / Return Rank

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

STRGX

STRGX Risk / Return Rank: 58
STRGX Sharpe Ratio Rank: 50
STRGX Sortino Ratio Rank: 53
STRGX Omega Ratio Rank: 45
STRGX Calmar Ratio Rank: 82
STRGX Martin Ratio Rank: 57

BOPIX

BOPIX Risk / Return Rank: 30
BOPIX Sharpe Ratio Rank: 37
BOPIX Sortino Ratio Rank: 33
BOPIX Omega Ratio Rank: 32
BOPIX Calmar Ratio Rank: 23
BOPIX Martin Ratio Rank: 25

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.

STRGX vs. BOPIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Stratton Mid Cap Value Fund (STRGX) and Sterling Capital Special Opportunities Fund (BOPIX). 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.

	STRGX	BOPIX	Difference
Sharpe ratio: Return per unit of total volatility	1.93	1.62	+0.30
Sortino ratio: Return per unit of downside risk	2.83	2.22	+0.61
Omega ratio: Gain probability vs. loss probability	1.34	1.28	+0.06
Calmar ratio: Return relative to maximum drawdown	3.57	1.65	+1.92
Martin ratio: Return relative to average drawdown	10.77	5.66	+5.11

STRGX vs. BOPIX - Sharpe Ratio Comparison

The current STRGX Sharpe Ratio is 1.93, which is comparable to the BOPIX Sharpe Ratio of 1.62. The chart below compares the historical Sharpe Ratios of STRGX and BOPIX, 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

STRGX vs. BOPIX - Drawdown Comparison

The maximum STRGX drawdown since its inception was -53.50%, roughly equal to the maximum BOPIX drawdown of -51.68%. Use the drawdown chart below to compare losses from any high point for STRGX and BOPIX.

Drawdown Indicators

	STRGX	BOPIX	Difference
Max Drawdown Largest peak-to-trough decline	-53.50%	-51.68%	-1.82%
Max Drawdown (1Y) Largest decline over 1 year	-7.79%	-14.94%	+7.15%
Max Drawdown (3Y) Largest decline over 3 years	-20.88%	-21.69%	+0.81%
Max Drawdown (5Y) Largest decline over 5 years	-21.22%	-25.02%	+3.80%
Max Drawdown (10Y) Largest decline over 10 years	-41.35%	-38.76%	-2.59%
Current Drawdown Current decline from peak	0.00%	-4.41%	+4.41%
Average Drawdown Average peak-to-trough decline	-8.02%	-6.07%	-1.95%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.58%	4.35%	-1.77%

Volatility

STRGX vs. BOPIX - Volatility Comparison

The current volatility for Sterling Capital Stratton Mid Cap Value Fund (STRGX) is 3.91%, while Sterling Capital Special Opportunities Fund (BOPIX) has a volatility of 6.01%. This indicates that STRGX experiences smaller price fluctuations and is considered to be less risky than BOPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	STRGX	BOPIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.91%	6.01%	-2.10%
Volatility (6M) Calculated over the trailing 6-month period	10.99%	12.25%	-1.26%
Volatility (1Y) Calculated over the trailing 1-year period	14.46%	15.22%	-0.76%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.48%	18.72%	-1.24%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.14%	19.40%	-0.26%

STRGX vs. BOPIX - Expense Ratio Comparison

STRGX has a 0.84% expense ratio, which is lower than BOPIX's 0.87% expense ratio.

Dividends

STRGX vs. BOPIX - Dividend Comparison

STRGX's dividend yield for the trailing twelve months is around 8.28%, less than BOPIX's 17.44% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BOPIX Sterling Capital Special Opportunities Fund	17.44%	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	8.28%	10.04%	15.16%	12.43%	17.98%	8.18%	0.84%	5.40%	9.91%	3.79%	0.60%	3.68%

Frequently Asked Questions

Can I hold both STRGX and BOPIX in my portfolio?

STRGX and BOPIX have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, STRGX or BOPIX?

BOPIX has higher volatility (6.01%) compared to STRGX (3.91%). In terms of maximum drawdown, STRGX dropped -53.50% vs BOPIX's -51.68%.

Which has better risk-adjusted returns?

STRGX currently has the higher Sharpe Ratio (1.93 vs 1.62), 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.