BPAVX vs. BPLSX
Compare and contrast key facts about Boston Partners All Cap Value Fund (BPAVX) and Boston Partners Long/Short Equity Fund Institutional Class (BPLSX).
BPAVX is managed by Boston Partners. It was launched on Jul 1, 2002. BPLSX is an actively managed fund by Boston Partners. It was launched on Dec 27, 2000.
Performance
BPAVX vs. BPLSX - Performance Comparison
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BPAVX vs. BPLSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BPAVX Boston Partners All Cap Value Fund | -4.93% | 17.17% | 9.66% | 12.25% | -2.63% | 25.22% | 3.85% | 27.58% | -12.09% | 17.60% |
BPLSX Boston Partners Long/Short Equity Fund Institutional Class | 0.62% | 28.28% | 43.67% | 15.23% | 7.22% | 32.04% | -5.68% | 9.22% | -15.47% | 2.76% |
Returns By Period
In the year-to-date period, BPAVX achieves a -4.93% return, which is significantly lower than BPLSX's 0.62% return. Over the past 10 years, BPAVX has underperformed BPLSX with an annualized return of 10.20%, while BPLSX has yielded a comparatively higher 11.84% annualized return.
BPAVX
- 1D
- -0.42%
- 1M
- -7.57%
- YTD
- -4.93%
- 6M
- -1.32%
- 1Y
- 8.64%
- 3Y*
- 11.32%
- 5Y*
- 8.39%
- 10Y*
- 10.20%
BPLSX
- 1D
- 0.21%
- 1M
- -4.32%
- YTD
- 0.62%
- 6M
- 6.39%
- 1Y
- 25.68%
- 3Y*
- 27.90%
- 5Y*
- 21.71%
- 10Y*
- 11.84%
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BPAVX vs. BPLSX - Expense Ratio Comparison
BPAVX has a 1.05% expense ratio, which is lower than BPLSX's 2.04% expense ratio.
Return for Risk
BPAVX vs. BPLSX — Risk / Return Rank
BPAVX
BPLSX
BPAVX vs. BPLSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Boston Partners All Cap Value Fund (BPAVX) and Boston Partners Long/Short Equity Fund Institutional Class (BPLSX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BPAVX | BPLSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | 2.06 | -1.48 |
Sortino ratioReturn per unit of downside risk | 0.91 | 2.87 | -1.96 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.42 | -0.29 |
Calmar ratioReturn relative to maximum drawdown | 0.69 | 2.83 | -2.14 |
Martin ratioReturn relative to average drawdown | 2.71 | 13.32 | -10.61 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BPAVX | BPLSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 2.06 | -1.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.78 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.52 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.62 | -0.07 |
Correlation
The correlation between BPAVX and BPLSX is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BPAVX vs. BPLSX - Dividend Comparison
BPAVX's dividend yield for the trailing twelve months is around 9.70%, more than BPLSX's 7.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BPAVX Boston Partners All Cap Value Fund | 9.70% | 9.22% | 10.23% | 10.94% | 8.42% | 5.21% | 1.42% | 2.34% | 6.38% | 4.11% | 3.70% | 6.44% |
BPLSX Boston Partners Long/Short Equity Fund Institutional Class | 7.88% | 7.93% | 44.35% | 22.61% | 12.63% | 4.36% | 38.62% | 10.22% | 8.85% | 0.76% | 0.00% | 9.19% |
Drawdowns
BPAVX vs. BPLSX - Drawdown Comparison
The maximum BPAVX drawdown since its inception was -49.62%, which is greater than BPLSX's maximum drawdown of -43.20%. Use the drawdown chart below to compare losses from any high point for BPAVX and BPLSX.
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Drawdown Indicators
| BPAVX | BPLSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.62% | -43.20% | -6.42% |
Max Drawdown (1Y)Largest decline over 1 year | -11.53% | -8.66% | -2.87% |
Max Drawdown (5Y)Largest decline over 5 years | -17.42% | -24.58% | +7.16% |
Max Drawdown (10Y)Largest decline over 10 years | -40.64% | -37.28% | -3.36% |
Current DrawdownCurrent decline from peak | -9.40% | -4.32% | -5.08% |
Average DrawdownAverage peak-to-trough decline | -5.74% | -6.34% | +0.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.94% | 1.84% | +1.10% |
Volatility
BPAVX vs. BPLSX - Volatility Comparison
Boston Partners All Cap Value Fund (BPAVX) has a higher volatility of 3.82% compared to Boston Partners Long/Short Equity Fund Institutional Class (BPLSX) at 3.33%. This indicates that BPAVX's price experiences larger fluctuations and is considered to be riskier than BPLSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BPAVX | BPLSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.82% | 3.33% | +0.49% |
Volatility (6M)Calculated over the trailing 6-month period | 8.96% | 7.26% | +1.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.41% | 12.57% | +3.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.33% | 27.83% | -12.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.32% | 22.90% | -4.58% |