STSCX vs. BOPIX

Last updated Jun 3, 2026

STSCX (Sterling Capital Stratton Small Cap Value Fund) and BOPIX (Sterling Capital Special Opportunities Fund) are both mutual funds - STSCX is a Small 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, STSCX returned 12.04%/yr vs 13.38%/yr for BOPIX. Their correlation of 0.84 suggests significant overlap in exposure. STSCX charges 0.98%/yr vs 0.87%/yr for BOPIX.

Performance

STSCX vs. BOPIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sterling Capital Stratton Small Cap Value Fund (STSCX) 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, STSCX achieves a 16.33% return, which is significantly higher than BOPIX's 11.75% return. Over the past 10 years, STSCX has underperformed BOPIX with an annualized return of 12.04%, while BOPIX has yielded a comparatively higher 13.38% annualized return.

STSCX

• 1D: -0.75%
• 1M: 0.07%
• YTD: 16.33%
• 6M: 17.25%
• 1Y: 35.17%
• 3Y*: 19.51%
• 5Y*: 9.69%
• 10Y*: 12.04%

BOPIX

• 1D: 1.48%
• 1M: 7.49%
• YTD: 11.75%
• 6M: 12.95%
• 1Y: 31.30%
• 3Y*: 20.37%
• 5Y*: 11.14%
• 10Y*: 13.38%

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

STSCX vs. BOPIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
STSCX Sterling Capital Stratton Small Cap Value Fund	16.33%	11.87%	13.78%	19.04%	-14.45%	31.59%	3.18%	33.00%	-14.38%	13.19%
BOPIX Sterling Capital Special Opportunities Fund	11.75%	13.38%	21.00%	25.16%	-20.04%	27.75%	13.46%	35.34%	-4.54%	19.63%

Correlation

The correlation between STSCX and BOPIX is 0.62, 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	0.62
Correlation (3Y) Calculated over the trailing 3-year period	0.73
Correlation (5Y) Calculated over the trailing 5-year period	0.79
Correlation (10Y) Calculated over the trailing 10-year period	0.79
Correlation (All Time) Calculated using the full available price history since Jun 2, 2003	0.84

Over the past year, the correlation between STSCX and BOPIX has dropped to 0.62 - well below their long-term average of 0.84, suggesting their price drivers have been diverging.

Return for Risk

STSCX vs. BOPIX — Risk / Return Rank

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

STSCX

STSCX Risk / Return Rank: 63
STSCX Sharpe Ratio Rank: 57
STSCX Sortino Ratio Rank: 61
STSCX Omega Ratio Rank: 50
STSCX Calmar Ratio Rank: 80
STSCX Martin Ratio Rank: 70

BOPIX

BOPIX Risk / Return Rank: 43
BOPIX Sharpe Ratio Rank: 56
BOPIX Sortino Ratio Rank: 51
BOPIX Omega Ratio Rank: 48
BOPIX Calmar Ratio Rank: 30
BOPIX Martin Ratio Rank: 31

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.

STSCX vs. BOPIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Stratton Small Cap Value Fund (STSCX) 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.

	STSCX	BOPIX	Difference
Sharpe ratio Return per unit of total volatility	2.22	2.22	0.00
Sortino ratio Return per unit of downside risk	3.28	3.01	+0.27
Omega ratio Gain probability vs. loss probability	1.39	1.38	+0.01
Calmar ratio Return relative to maximum drawdown	3.64	2.09	+1.55
Martin ratio Return relative to average drawdown	13.50	7.29	+6.21
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

STSCX vs. BOPIX - Sharpe Ratio Comparison

The current STSCX Sharpe Ratio is 2.22, which is comparable to the BOPIX Sharpe Ratio of 2.22. The chart below compares the historical Sharpe Ratios of STSCX 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.

Sharpe Ratios by Period

	STSCX	BOPIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.22	2.22	0.00
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.49	0.60	-0.12
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.55	0.69	-0.15
Sharpe Ratio (All Time) Calculated using the full available price history	0.59	0.63	-0.04

Drawdowns

STSCX vs. BOPIX - Drawdown Comparison

The maximum STSCX drawdown since its inception was -54.02%, roughly equal to the maximum BOPIX drawdown of -51.68%. Use the drawdown chart below to compare losses from any high point for STSCX and BOPIX.

Drawdown Indicators

	STSCX	BOPIX	Difference
Max Drawdown Largest peak-to-trough decline	-54.02%	-51.68%	-2.34%
Max Drawdown (1Y) Largest decline over 1 year	-9.33%	-14.94%	+5.61%
Max Drawdown (3Y) Largest decline over 3 years	-25.48%	-21.69%	-3.79%
Max Drawdown (5Y) Largest decline over 5 years	-25.48%	-25.02%	-0.46%
Max Drawdown (10Y) Largest decline over 10 years	-44.28%	-38.76%	-5.52%
Current Drawdown Current decline from peak	-2.24%	0.00%	-2.24%
Average Drawdown Average peak-to-trough decline	-8.18%	-6.08%	-2.10%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.51%	4.28%	-1.77%

Volatility

STSCX vs. BOPIX - Volatility Comparison

Sterling Capital Stratton Small Cap Value Fund (STSCX) has a higher volatility of 3.87% compared to Sterling Capital Special Opportunities Fund (BOPIX) at 3.37%. This indicates that STSCX's price experiences larger fluctuations and is considered to be riskier than BOPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	STSCX	BOPIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.87%	3.37%	+0.50%
Volatility (6M) Calculated over the trailing 6-month period	11.09%	11.31%	-0.22%
Volatility (1Y) Calculated over the trailing 1-year period	15.61%	14.45%	+1.16%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.02%	18.58%	+1.44%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	22.12%	19.34%	+2.78%

STSCX vs. BOPIX - Expense Ratio Comparison

STSCX has a 0.98% expense ratio, which is higher than BOPIX's 0.87% expense ratio.

Dividends

STSCX vs. BOPIX - Dividend Comparison

STSCX's dividend yield for the trailing twelve months is around 17.43%, more than BOPIX's 16.88% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BOPIX Sterling Capital Special Opportunities Fund	16.88%	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	17.43%	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

Can I hold both STSCX and BOPIX in my portfolio?

STSCX and BOPIX have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, STSCX or BOPIX?

STSCX has higher volatility (3.87%) compared to BOPIX (3.37%). In terms of maximum drawdown, STSCX dropped -54.02% vs BOPIX's -51.68%.

Which has better risk-adjusted returns?

STSCX currently has the higher Sharpe Ratio (2.22 vs 2.22), 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.