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 features an expense ratio of 0.90%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Boston Partners Global Sustainability Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Boston Partners Global Sustainability Fund had a return of 8.90% year-to-date (YTD) and 16.52% in the last 12 months.
BPGSX
8.90%
6.16%
5.62%
16.52%
N/A
N/A
^GSPC (Benchmark)
3.96%
1.97%
9.03%
22.16%
12.60%
11.26%
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% | 8.90% | |||||||||||
| 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
The current rank of BPGSX is 73, indicating average performance compared to other mutual funds on our website. Here’s 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.
Dividends
Dividend History
Boston Partners Global Sustainability Fund provided a 1.41% 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 | 1.41% | 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 | ||||||||||
| 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.
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.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -23.02% | Jan 18, 2022 | 178 | Sep 30, 2022 | 195 | Jul 13, 2023 | 373 |
| -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 |
| -4.79% | Apr 1, 2024 | 13 | Apr 17, 2024 | 17 | May 10, 2024 | 30 |
Volatility
Volatility Chart
The current Boston Partners Global Sustainability Fund volatility is 2.74%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.