Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BOPIX (STERLING CAPITAL SPECIAL OPPORTUNITIES FUND INSTITUTIONAL CLASS) | 13.19% | 31.56% | 20.96% | 11.30% | 12.75% | 12.60% | 11.39% | … | … |
Data as of 06/04/2026, Common starting date is 12/01/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BOPIX (STERLING CAPITAL SPECIAL OPPORTUNITIES FUND INSTITUTIONAL CLASS) | 12/01/2003 | 06/04/2026 |
| 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 (%) | 3.88 | 31.56 | 20.96 | 11.30 | 12.75 | 12.60 | 11.39 | … | … | 13.19 | -3.10 | 3.70 | 5.48 | -25.74 | 13.72 | 12.20 | 28.48 | -4.54 | 19.63 | 5.40 | 7.93 | 15.78 | 27.11 | 15.62 | -3.71 | 13.58 | 38.49 | -32.15 | 14.11 | 21.74 | 4.10 | 27.78 | 1.55 |
| Sharpe Ratio | NA | 1.85 | 1.02 | 0.44 | 0.56 | NA | NA | … | … | 1.44 | -0.23 | -0.15 | 0.06 | -1.03 | 0.77 | 0.34 | 1.92 | -0.33 | 2.34 | 0.36 | 0.53 | 1.38 | 2.46 | 1.17 | -0.16 | 0.86 | 1.49 | -0.74 | 0.79 | 1.68 | 0.19 | 2.57 | 1.75 |
| Standard Deviation(%) | NA | 14.39 | 16.88 | 18.54 | 19.34 | NA | NA | … | … | 16.74 | 26.49 | 19.80 | 21.72 | 26.32 | 17.76 | 35.34 | 14.08 | 17.78 | 8.16 | 14.59 | 14.87 | 11.45 | 11.03 | 13.37 | 23.97 | 15.76 | 25.81 | 44.71 | 14.18 | 11.07 | 10.24 | 10.45 | 11.18 |
| Draw Down(%) | NA | 14.94 | 21.69 | 25.02 | 38.76 | NA | NA | … | … | 14.94 | 21.69 | 18.63 | 13.85 | 27.23 | 13.49 | 38.76 | 7.56 | 19.67 | 3.75 | 10.13 | 10.53 | 9.25 | 5.13 | 12.35 | 21.10 | 13.12 | 19.85 | 51.68 | 9.00 | 8.67 | 7.61 | 6.26 | 2.09 |
| Yield(%) | 0.00 | 18.45 | 17.33 | 11.79 | 11.68 | 12.59 | 12.29 | … | … | 0.00 | 17.95 | 17.69 | 18.85 | 5.84 | 13.78 | 0.14 | 6.29 | 7.96 | 8.65 | 1.98 | 14.25 | 5.71 | 12.30 | 5.84 | 1.71 | 0.61 | 0.00 | 3.92 | 4.60 | 10.79 | 5.39 | 1.04 | 0.67 |
Data as of 06/04/2026, Common starting date is 12/01/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BOPIX (STERLING CAPITAL SPECIAL OPPORTUNITIES FUND INSTITUTIONAL CLASS) |
-4.68%
Feb 2006 – Feb 2009 |
1.18%
May 2007 – May 2012 |
7.88%
Mar 2010 – Mar 2020 |
7.68%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BOPIX (STERLING CAPITAL SPECIAL OPPORTUNITIES FUND INSTITUTIONAL CLASS) |
22.57%
Sep 2011 – Sep 2014 |
20.21%
Feb 2009 – Feb 2014 |
15.29%
Sep 2011 – Sep 2021 |
13.72%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart