Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BOPAX (STERLING CAPITAL SPECIAL OPPORTUNITIES FUND A CLASS) | 11.08% | 29.40% | 20.00% | 10.82% | 12.47% | 12.19% | 11.08% | … | … |
Data as of 06/03/2026, Common starting date is 06/19/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BOPAX (STERLING CAPITAL SPECIAL OPPORTUNITIES FUND A CLASS) | 06/19/2003 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.74 | 29.40 | 20.00 | 10.82 | 12.47 | 12.19 | 11.08 | … | … | 11.08 | 13.15 | 20.76 | 24.83 | -20.21 | 27.46 | 13.16 | 28.21 | -4.80 | 19.30 | 5.17 | 7.61 | 15.51 | 26.79 | 15.39 | -4.01 | 13.31 | 38.21 | -32.33 | 13.89 | 21.33 | 3.92 | 27.38 | 17.54 |
| Sharpe Ratio | NA | 1.83 | 1.00 | 0.42 | 0.55 | NA | NA | … | … | 1.41 | 0.50 | 1.21 | 1.35 | -0.86 | 2.04 | 0.36 | 1.89 | -0.35 | 2.29 | 0.34 | 0.51 | 1.36 | 2.42 | 1.15 | -0.17 | 0.84 | 1.47 | -0.74 | 0.76 | 1.62 | 0.16 | 2.56 | 3.11 |
| Standard Deviation(%) | NA | 14.40 | 16.93 | 18.57 | 19.35 | NA | NA | … | … | 16.79 | 20.78 | 14.18 | 15.83 | 25.26 | 13.47 | 35.31 | 14.12 | 17.77 | 8.17 | 14.58 | 14.86 | 11.43 | 11.04 | 13.39 | 23.98 | 15.71 | 25.86 | 44.66 | 14.18 | 11.13 | 10.21 | 10.32 | 11.12 |
| Draw Down(%) | NA | 15.01 | 21.73 | 25.16 | 38.78 | NA | NA | … | … | 15.01 | 21.73 | 7.23 | 13.24 | 24.86 | 6.73 | 38.78 | 7.59 | 19.70 | 3.76 | 10.13 | 10.57 | 9.28 | 5.16 | 12.44 | 21.18 | 13.19 | 19.92 | 51.73 | 8.99 | 8.67 | 7.70 | 6.36 | 3.84 |
| Yield(%) | 0.00 | 20.83 | 18.78 | 12.63 | 12.33 | 12.75 | 12.41 | … | … | 0.00 | 20.18 | 19.49 | 20.40 | 6.27 | 14.63 | 1.31 | 6.38 | 8.28 | 8.90 | 1.99 | 14.74 | 5.87 | 12.45 | 5.68 | 1.75 | 0.62 | 0.00 | 3.93 | 4.64 | 10.87 | 5.41 | 1.04 | 0.78 |
Data as of 06/03/2026, Common starting date is 06/19/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BOPAX (STERLING CAPITAL SPECIAL OPPORTUNITIES FUND A CLASS) |
-4.90%
Feb 2006 – Feb 2009 |
0.93%
May 2007 – May 2012 |
7.61%
Mar 2010 – Mar 2020 |
7.41%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BOPAX (STERLING CAPITAL SPECIAL OPPORTUNITIES FUND A CLASS) |
22.74%
Dec 2018 – Dec 2021 |
19.90%
Feb 2009 – Feb 2014 |
15.13%
Sep 2011 – Sep 2021 |
13.53%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart