Boston Partners Global Sustainability Fund (BPGSX)
The fund invests in a diverse portfolio of equity and equity-related securities from U.S. and non-U.S. companies, with at least 80% of its assets allocated to companies meeting sustainability criteria.
Fund Info
US74933W6848
Dec 28, 2021
$100,000
Large-Cap
Blend
Expense Ratio
BPGSX has an expense ratio of 0.90%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Boston Partners Global Sustainability Fund (BPGSX) returned 18.51% year-to-date (YTD) and 16.53% over the past 12 months.
BPGSX
18.51%
5.71%
12.64%
16.53%
13.69%
N/A
N/A
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of BPGSX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 5.96% | 2.60% | 0.41% | 2.69% | 5.71% | 18.51% | |||||||
| 2024 | -0.19% | 2.75% | 6.00% | -3.48% | 5.69% | -2.99% | 3.96% | 1.18% | 0.08% | -2.68% | 3.09% | -4.95% | 8.02% |
| 2023 | 6.19% | -0.92% | -0.72% | 0.31% | -2.69% | 6.07% | 3.61% | -3.10% | -2.60% | -4.52% | 9.46% | 5.34% | 16.44% |
| 2022 | -0.50% | -1.92% | -0.41% | -4.86% | 2.93% | -9.28% | 4.77% | -4.33% | -7.66% | 11.05% | 8.37% | -2.44% | -6.16% |
| 2021 | -0.40% | -0.40% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 79, BPGSX is among the top 21% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Boston Partners Global Sustainability Fund (BPGSX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Boston Partners Global Sustainability Fund provided a 1.29% dividend yield over the last twelve months, with an annual payout of $0.17 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 |
|---|---|---|---|---|
| Dividend | $0.17 | $0.17 | $0.16 | $0.14 |
Dividend yield | 1.29% | 1.53% | 1.52% | 1.49% |
Monthly Dividends
The table displays the monthly dividend distributions for Boston Partners Global Sustainability Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.17 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.16 |
| 2022 | $0.14 | $0.14 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Boston Partners Global Sustainability Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Boston Partners Global Sustainability Fund was 23.02%, occurring on Sep 30, 2022. Recovery took 195 trading sessions.
The current Boston Partners Global Sustainability Fund drawdown is 0.15%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -23.02% | Jan 18, 2022 | 178 | Sep 30, 2022 | 195 | Jul 13, 2023 | 373 |
| -12.2% | Mar 20, 2025 | 14 | Apr 8, 2025 | 17 | May 2, 2025 | 31 |
| -10.95% | Aug 1, 2023 | 63 | Oct 27, 2023 | 30 | Dec 11, 2023 | 93 |
| -8.3% | Jul 17, 2024 | 14 | Aug 5, 2024 | 19 | Aug 30, 2024 | 33 |
| -6.49% | Sep 27, 2024 | 72 | Jan 10, 2025 | 13 | Jan 30, 2025 | 85 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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