- ISIN
- US74925K5810
- CUSIP
- 74925K581
- Issuer
- Boston Partners
- Inception Date
- Sep 29, 2010
- Category
- Long-Short
- Min. Investment
- $100,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
Loading charts...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
BPIRX Performance Chart
Boston Partners Long/Short Research Fund (BPIRX) is up 7.7% since the beginning of the year. BPIRX is currently trading at $15 per share. Investors who bought $1,000 worth of BPIRX shares 5 years ago would now be looking at an investment worth $1,709.
Loading charts...
Compare this symbol against anything
Returns By Period
Boston Partners Long/Short Research Fund (BPIRX) has returned 7.69% so far this year and 16.65% over the past 12 months. Over the last ten years, BPIRX has returned 7.32% per year, falling short of the S&P 500 Index benchmark, which averaged 13.26% annually.
Boston Partners Long/Short Research Fund
- 1D
- 0.07%
- 1M
- 1.61%
- 6M
- 5.22%
- YTD
- 7.69%
- 1Y
- 16.65%
- 3Y*
- 13.92%
- 5Y*
- 11.31%
- 10Y*
- 7.32%
- ALL TIME*
- 7.79%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
BPIRX Monthly Returns History
Based on dividend-adjusted daily data since Oct 4, 2010, BPIRX's average daily return is +0.03%, while the average monthly return is +0.66%. At this rate, an investment would double in approximately 8.8 years.
Historically, 61% of months were positive and 39% were negative. The best month was Nov 2020 with a return of +9.0%, while the worst month was Mar 2020 at -10.9%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.
On a daily basis, BPIRX closed higher 52% of trading days. The best single day was Dec 13, 2024 with a return of +10.0%, while the worst single day was Dec 16, 2024 at -9.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.35% | 2.30% | -5.17% | 4.66% | -0.82% | 3.18% | 1.27% | 7.69% | |||||
| 2025 | 3.70% | -0.21% | -2.00% | -0.58% | 3.96% | 2.12% | -0.35% | 2.50% | 3.52% | -0.46% | 1.25% | 0.73% | 14.90% |
| 2024 | 2.57% | 1.92% | 4.05% | -2.57% | 3.21% | -0.21% | 2.70% | 1.69% | 0.53% | 0.07% | 3.43% | -4.30% | 13.49% |
| 2023 | 0.57% | -2.12% | -0.72% | -0.07% | -2.62% | 3.81% | 0.79% | 1.07% | -0.64% | -0.78% | 3.51% | 2.06% | 4.75% |
| 2022 | 2.31% | 0.73% | 0.12% | -1.52% | 3.51% | -5.41% | 1.70% | -1.24% | -3.57% | 7.07% | 3.64% | -0.43% | 6.48% |
| 2021 | -3.71% | 5.63% | 5.06% | 3.85% | 3.15% | -0.36% | -0.54% | 1.75% | 0.18% | 3.38% | -1.38% | 4.94% | 23.74% |
Benchmark Metrics
Boston Partners Long/Short Research Fund has an annualized alpha of 1.20%, beta of 0.52, and R2 of 0.68 versus S&P 500 Index. Calculated based on daily prices since October 04, 2010.
- This fund participated in 52.10% of S&P 500 Index downside but only 49.88% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.52 indicates this fund moves significantly less than S&P 500 Index - a genuinely defensive profile with reduced participation in both market rallies and downturns.
- Alpha
- 1.20%
- Beta
- 0.52
- R²
- 0.68
- Upside Capture
- 49.88%
- Downside Capture
- 52.10%
Expense Ratio
BPIRX has a high expense ratio of 1.40%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
BPIRX ranks 75 for risk / return — above 75% of mutual funds peers on PortfoliosLab. Its historical combined result is above most peers.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Boston Partners Long/Short Research Fund (BPIRX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BPIRX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.44 | ||
| Sortino ratioReturn per unit of downside risk | +0.72 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.25 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 2.41 | 2.00 | +0.41 |
| Martin ratioReturn relative to average drawdown | 9.60 | 8.49 | +1.10 |
Dividends
Dividend History
Boston Partners Long/Short Research Fund provided a 9.89% dividend yield over the last twelve months, with an annual payout of $1.50 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.50 | $1.50 | $1.54 | $1.49 | $2.94 | $2.00 | $0.00 | $0.36 | $0.79 | $0.00 | $0.00 | $0.58 |
Dividend yield | 9.89% | 10.65% | 11.38% | 11.29% | 20.90% | 12.51% | 0.00% | 2.28% | 5.50% | 0.00% | 0.00% | 3.88% |
Monthly Dividends
The table displays the monthly dividend distributions for Boston Partners Long/Short Research 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.50 | $1.50 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.54 | $1.54 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.49 | $1.49 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.94 | $2.94 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.00 | $2.00 |
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.
Loading charts...
Worst Drawdowns
The table below displays the maximum drawdowns of the Boston Partners Long/Short Research 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 Long/Short Research Fund was 30.59%, occurring on Mar 23, 2020. Recovery took 284 trading sessions.
The current Boston Partners Long/Short Research Fund drawdown is 0.72%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-30.59%Mar 2020 | 2y 1mo | 1y 1mo | 3y 3moJan 2018 - May 2021 | COVID crash2020 |
-15.42%Apr 2025 | 3mo 23d | 5mo 17d | 9mo 10dDec 2024 - Sep 2025 | 2025 selloff2025 |
-12.66%Oct 2011 | 4mo 25d | 3mo 19d | 8mo 14dMay 2011 - Jan 2012 | — |
-10.35%Sep 2022 | 3mo 21d | 2mo 4d | 5mo 25dJun 2022 - Nov 2022 | Bear market2022 |
-9.07%Feb 2016 | 7mo 22d | 6mo 24d | 1y 2moJun 2015 - Sep 2016 | — |
Drawdown Indicators
| BPIRX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.59% | -56.78% | +26.19% |
Max Drawdown (1Y)Largest decline over 1 year | -6.46% | -9.10% | +2.64% |
Max Drawdown (3Y)Largest decline over 3 years | -15.42% | -18.90% | +3.48% |
Max Drawdown (5Y)Largest decline over 5 years | -15.42% | -25.43% | +10.01% |
Max Drawdown (10Y)Largest decline over 10 years | -30.59% | -33.92% | +3.33% |
Current DrawdownCurrent decline from peak | -0.72% | -1.58% | +0.86% |
Average DrawdownAverage peak-to-trough decline | -3.82% | -10.70% | +6.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.62% | 2.14% | -0.52% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading charts...
Build a portfolio with BPIRX
Add Boston Partners Long/Short Research Fund to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Analyzer with BPIRX