See what your fund actually adds
Sterling Capital Special Opportunities Fund Class A BOPAX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | BOPAX | Replication |
|---|---|---|
| Annualized growth | 10.2% | 12.2% |
| Annualized volatility | 17.9% | 16.6% |
| Sharpe ratio | 0.63 | 0.78 |
| Maximum drawdown | 24.9% | 24.9% |
| Replication fit (R²) | 0.90 · Tracking error 5.7% | |
Replication portfolio
The published portfolio below is the investable basket used to model BOPAX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VTI | US Broad Market | 100.0% |