Boston Partners Long/Short Research Fund (BPIRX)
The fund actively invests in long positions in stocks identified by the Adviser as undervalued and takes short positions in stocks that the Adviser has identified as overvalued. The cash proceeds from short sales (i.e. sales of securities the fund does not own) are invested in short-term cash instruments to produce a return on such proceeds just below the federal funds rate. The fund invests, both long and short, in equity securities issued by large-, mid- and small (or "micro")-cap companies, as well as other instruments that are convertible into equity securities.
Fund Info
US74925K5810
74925K581
Sep 29, 2010
$100,000
Large-Cap
Blend
Expense Ratio
BPIRX has a high expense ratio of 1.40%, indicating above-average management fees.
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 Long/Short Research Fund (BPIRX) returned 4.22% year-to-date (YTD) and 9.35% over the past 12 months. Over the past 10 years, BPIRX returned 4.83% annually, underperforming the S&P 500 benchmark at 10.84%.
BPIRX
4.22%
3.61%
-0.07%
9.35%
7.73%
12.65%
4.83%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of BPIRX, 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 | 3.70% | -0.21% | -2.00% | -0.58% | 3.38% | 4.22% | |||||||
| 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% |
| 2020 | -2.96% | -5.71% | -10.94% | 2.16% | -0.83% | -1.07% | 0.92% | 1.68% | -2.25% | -0.38% | 8.95% | 3.19% | -8.25% |
| 2019 | 4.57% | 0.07% | -0.73% | 2.07% | -3.92% | 3.94% | 1.11% | -1.94% | 2.44% | 0.77% | 1.85% | 1.99% | 12.60% |
| 2018 | 3.76% | -2.44% | -1.97% | -0.77% | -0.66% | -1.32% | 2.19% | -0.84% | 0.96% | -4.52% | 0.25% | -10.19% | -15.10% |
| 2017 | 1.42% | 1.66% | -0.44% | -0.32% | 0.76% | 0.56% | 1.69% | -0.12% | 0.74% | 0.55% | 1.82% | 1.37% | 10.10% |
| 2016 | -4.02% | -0.63% | 4.29% | -0.07% | 1.42% | -1.93% | 2.03% | 1.26% | -0.72% | -0.53% | 2.46% | 0.26% | 3.62% |
| 2015 | -2.56% | 4.04% | -0.65% | 0.39% | 2.14% | -1.59% | 0.32% | -2.31% | -1.64% | 4.55% | -0.13% | -0.80% | 1.47% |
| 2014 | -1.73% | 2.12% | 1.24% | -0.68% | 2.20% | 0.13% | -0.13% | 1.75% | -1.12% | 0.87% | 1.52% | 0.88% | 7.18% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BPIRX is 67, 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 Long/Short Research Fund (BPIRX) 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 Long/Short Research Fund provided a 10.92% dividend yield over the last twelve months, with an annual payout of $1.54 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.54 | $1.54 | $1.49 | $2.94 | $2.00 | $0.00 | $0.36 | $0.79 | $0.00 | $0.00 | $0.58 | $0.20 |
Dividend yield | 10.92% | 11.38% | 11.28% | 20.90% | 12.51% | 0.00% | 2.27% | 5.50% | 0.00% | 0.00% | 3.88% | 1.32% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | $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 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.36 | $0.36 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.79 | $0.79 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.58 | $0.58 |
| 2014 | $0.20 | $0.20 |
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 34.09%, occurring on Mar 23, 2020. Recovery took 396 trading sessions.
The current Boston Partners Long/Short Research Fund drawdown is 0.56%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.09% | Jan 29, 2018 | 541 | Mar 23, 2020 | 396 | Oct 15, 2021 | 937 |
| -12.66% | May 11, 2011 | 101 | Oct 3, 2011 | 75 | Jan 20, 2012 | 176 |
| -10.35% | Jun 8, 2022 | 77 | Sep 27, 2022 | 42 | Nov 25, 2022 | 119 |
| -9.32% | Feb 20, 2025 | 34 | Apr 8, 2025 | 28 | May 19, 2025 | 62 |
| -9.07% | Jun 24, 2015 | 161 | Feb 11, 2016 | 142 | Sep 2, 2016 | 303 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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