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 higher-than-average management fees.
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 Long/Short Research 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 Long/Short Research Fund had a return of 2.42% year-to-date (YTD) and 2.65% in the last 12 months. Over the past 10 years, Boston Partners Long/Short Research Fund had an annualized return of -0.73%, while the S&P 500 had an annualized return of 11.14%, indicating that Boston Partners Long/Short Research Fund did not perform as well as the benchmark.
BPIRX
2.42%
-13.47%
-6.16%
2.65%
-2.42%
-0.73%
^GSPC (Benchmark)
25.18%
-0.47%
9.35%
24.83%
13.03%
11.14%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.57% | 1.92% | 4.05% | -2.57% | 3.21% | -0.21% | 2.70% | 1.69% | 0.53% | 0.07% | 3.43% | 2.42% | |
| 2023 | 0.57% | -2.12% | -0.72% | -0.07% | -2.62% | 3.81% | 0.79% | 1.07% | -0.64% | -0.78% | 3.51% | -6.21% | -3.75% |
| 2022 | 2.31% | 0.73% | 0.12% | -1.51% | 3.51% | -5.41% | 1.70% | -1.24% | -3.57% | 7.07% | 3.64% | -16.64% | -10.85% |
| 2021 | -3.71% | 5.63% | 5.06% | 3.85% | 3.15% | -0.36% | -0.54% | 1.75% | 0.18% | 3.38% | -1.38% | -6.93% | 9.75% |
| 2020 | -2.96% | -5.71% | -10.94% | 2.16% | -0.83% | -1.07% | 0.93% | 1.68% | -2.25% | -0.38% | 8.95% | 3.19% | -8.25% |
| 2019 | 4.57% | 0.07% | -0.73% | 2.07% | -3.92% | 3.95% | 1.11% | -1.94% | 2.44% | 0.77% | 1.85% | 1.01% | 11.52% |
| 2018 | 3.76% | -2.44% | -1.97% | -0.77% | -0.66% | -1.32% | 2.19% | -0.83% | 0.96% | -4.52% | 0.25% | -10.19% | -15.10% |
| 2017 | 1.42% | 1.66% | -0.44% | -0.31% | 0.76% | 0.57% | 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% | 2.04% | 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% | -4.48% | -2.29% |
| 2014 | -1.73% | 2.12% | 1.24% | -0.68% | 2.20% | 0.13% | -0.13% | 1.75% | -1.12% | 0.87% | 1.52% | -0.46% | 5.75% |
| 2013 | 3.01% | -0.40% | 2.06% | 0.08% | 1.86% | -0.46% | 3.06% | -1.26% | 1.88% | 2.21% | 2.09% | 2.05% | 17.32% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BPIRX is 22, meaning it’s performing worse than 78% of other 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 Long/Short Research Fund (BPIRX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Boston Partners Long/Short Research Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.34 | $0.22 | $0.00 | $0.00 | $0.21 | $0.01 |
Dividend yield | 0.00% | 2.55% | 1.56% | 0.00% | 0.00% | 1.32% | 0.09% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $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 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.34 | $0.34 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.22 |
| 2021 | $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 |
| 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 | $0.21 | $0.21 |
| 2018 | $0.01 | $0.01 |
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 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 34.72%, occurring on Mar 23, 2020. Recovery took 399 trading sessions.
The current Boston Partners Long/Short Research Fund drawdown is 20.79%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.72% | Jan 29, 2018 | 541 | Mar 23, 2020 | 399 | Oct 20, 2021 | 940 |
| -24.33% | Nov 26, 2021 | 328 | Mar 17, 2023 | — | — | — |
| -12.66% | May 11, 2011 | 101 | Oct 3, 2011 | 83 | Feb 1, 2012 | 184 |
| -12.44% | Jun 24, 2015 | 161 | Feb 11, 2016 | 254 | Feb 14, 2017 | 415 |
| -6.82% | Apr 3, 2012 | 43 | Jun 4, 2012 | 47 | Aug 10, 2012 | 90 |
Volatility
Volatility Chart
The current Boston Partners Long/Short Research Fund volatility is 10.53%, 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.