- 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
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Performance
BPIRX Performance Chart
Boston Partners Long/Short Research Fund (BPIRX) is up 5.0% 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 $1,692.
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Returns By Period
Boston Partners Long/Short Research Fund (BPIRX) has returned 4.99% so far this year and 14.60% over the past 12 months. Over the last ten years, BPIRX has returned 7.15% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Boston Partners Long/Short Research Fund
- 1D
- 0.00%
- 1M
- 1.94%
- YTD
- 4.99%
- 6M
- 4.46%
- 1Y
- 14.60%
- 3Y*
- 13.50%
- 5Y*
- 11.09%
- 10Y*
- 7.15%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
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 +0.65%. At this rate, an investment would double in approximately 8.9 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% | 1.87% | 4.99% | ||||||
| 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 1.00%, 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 53.52% 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
- 1.00%
- Beta
- 0.52
- R²
- 0.68
- Upside Capture
- 49.88%
- Downside Capture
- 53.52%
Expense Ratio
BPIRX has a high expense ratio of 1.40%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
BPIRX ranks 42 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by 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 | -0.26 | ||
| Sortino ratioReturn per unit of downside risk | -0.20 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.37 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.28 | 2.78 | -0.50 |
| Martin ratioReturn relative to average drawdown | 9.02 | 12.44 | -3.42 |
Dividends
Dividend History
Boston Partners Long/Short Research Fund provided a 10.15% 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 | 10.15% | 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 | ||||||
| 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.
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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 0.94%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -30.59%Mar 2020 | 2y 1mo | 1y 1mo | 3y 3moJan 2018 - May 2021 |
2025 selloff2025 | -15.42%Apr 2025 | 3mo 23d | 5mo 17d | 9mo 10dDec 2024 - Sep 2025 |
2011 correction2011 | -12.66%Oct 2011 | 4mo 25d | 3mo 19d | 8mo 14dMay 2011 - Jan 2012 |
Bear market2022 | -10.35%Sep 2022 | 3mo 21d | 2mo 4d | 5mo 25dJun 2022 - Nov 2022 |
2016 pullback2016 | -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 | -0.94% | -1.80% | +0.86% |
Average DrawdownAverage peak-to-trough decline | -3.85% | -10.71% | +6.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.63% | 2.03% | -0.40% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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