BPGIX vs. FGIAX
Compare and contrast key facts about Boston Partners Global Equity Fund (BPGIX) and Nuveen Global Infrastructure Fund Class A (FGIAX).
BPGIX is managed by Boston Partners. It was launched on Dec 29, 2011. FGIAX is a passively managed fund by Nuveen that tracks the performance of the S&P Global Infrastructure Index NR. It was launched on Dec 17, 2007.
Performance
BPGIX vs. FGIAX - Performance Comparison
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BPGIX vs. FGIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BPGIX Boston Partners Global Equity Fund | -0.00% | 33.90% | 7.20% | 14.13% | -3.07% | 21.74% | 3.26% | 18.79% | -13.16% | 20.36% |
FGIAX Nuveen Global Infrastructure Fund Class A | 10.36% | 17.73% | 10.70% | 8.51% | -6.23% | 14.51% | -2.76% | 29.32% | -7.91% | 19.40% |
Returns By Period
Over the past 10 years, BPGIX has outperformed FGIAX with an annualized return of 10.40%, while FGIAX has yielded a comparatively lower 8.78% annualized return.
BPGIX
- 1D
- 2.63%
- 1M
- -5.81%
- YTD
- -0.00%
- 6M
- 4.59%
- 1Y
- 23.10%
- 3Y*
- 16.52%
- 5Y*
- 11.10%
- 10Y*
- 10.40%
FGIAX
- 1D
- 0.76%
- 1M
- -2.77%
- YTD
- 10.36%
- 6M
- 10.94%
- 1Y
- 21.22%
- 3Y*
- 14.32%
- 5Y*
- 10.46%
- 10Y*
- 8.78%
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BPGIX vs. FGIAX - Expense Ratio Comparison
BPGIX has a 0.95% expense ratio, which is lower than FGIAX's 1.21% expense ratio.
Return for Risk
BPGIX vs. FGIAX — Risk / Return Rank
BPGIX
FGIAX
BPGIX vs. FGIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Boston Partners Global Equity Fund (BPGIX) and Nuveen Global Infrastructure Fund Class A (FGIAX). 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.
| BPGIX | FGIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.51 | 1.79 | -0.28 |
Sortino ratioReturn per unit of downside risk | 2.06 | 2.30 | -0.24 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.36 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.14 | 2.73 | -0.59 |
Martin ratioReturn relative to average drawdown | 8.33 | 12.62 | -4.29 |
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
| BPGIX | FGIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.51 | 1.79 | -0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.80 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.58 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.42 | +0.26 |
Correlation
The correlation between BPGIX and FGIAX is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BPGIX vs. FGIAX - Dividend Comparison
BPGIX's dividend yield for the trailing twelve months is around 10.09%, more than FGIAX's 9.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BPGIX Boston Partners Global Equity Fund | 10.09% | 10.09% | 5.24% | 1.94% | 1.51% | 1.74% | 1.98% | 1.42% | 8.73% | 2.03% | 1.91% | 0.73% |
FGIAX Nuveen Global Infrastructure Fund Class A | 9.05% | 9.99% | 7.46% | 2.27% | 6.11% | 7.20% | 1.38% | 7.06% | 6.32% | 5.83% | 8.23% | 3.05% |
Drawdowns
BPGIX vs. FGIAX - Drawdown Comparison
The maximum BPGIX drawdown since its inception was -41.87%, smaller than the maximum FGIAX drawdown of -49.35%. Use the drawdown chart below to compare losses from any high point for BPGIX and FGIAX.
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Drawdown Indicators
| BPGIX | FGIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.87% | -49.35% | +7.48% |
Max Drawdown (1Y)Largest decline over 1 year | -10.43% | -8.29% | -2.14% |
Max Drawdown (5Y)Largest decline over 5 years | -22.49% | -21.08% | -1.41% |
Max Drawdown (10Y)Largest decline over 10 years | -41.87% | -38.02% | -3.85% |
Current DrawdownCurrent decline from peak | -7.23% | -3.06% | -4.17% |
Average DrawdownAverage peak-to-trough decline | -5.10% | -7.22% | +2.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.68% | 1.79% | +0.89% |
Volatility
BPGIX vs. FGIAX - Volatility Comparison
Boston Partners Global Equity Fund (BPGIX) has a higher volatility of 5.73% compared to Nuveen Global Infrastructure Fund Class A (FGIAX) at 4.15%. This indicates that BPGIX's price experiences larger fluctuations and is considered to be riskier than FGIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BPGIX | FGIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.73% | 4.15% | +1.58% |
Volatility (6M)Calculated over the trailing 6-month period | 9.33% | 7.07% | +2.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.29% | 12.28% | +3.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.29% | 13.08% | +2.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.44% | 15.17% | +2.27% |