BPGSX vs. BPSIX
Compare and contrast key facts about Boston Partners Global Sustainability Fund (BPGSX) and Boston Partners Small Cap Value Fund Class I (BPSIX).
BPGSX is managed by Boston Partners. It was launched on Dec 28, 2021. BPSIX is managed by Boston Partners. It was launched on Jul 25, 2000.
Performance
BPGSX vs. BPSIX - Performance Comparison
Loading graphics...
BPGSX vs. BPSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
BPGSX Boston Partners Global Sustainability Fund | 2.43% | 32.86% | 9.62% | 16.44% | -5.69% |
BPSIX Boston Partners Small Cap Value Fund Class I | 0.31% | 7.45% | 13.95% | 16.98% | -8.73% |
Returns By Period
In the year-to-date period, BPGSX achieves a 2.43% return, which is significantly higher than BPSIX's 0.31% return.
BPGSX
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 2.43%
- 6M
- 6.22%
- 1Y
- 24.66%
- 3Y*
- 18.48%
- 5Y*
- —
- 10Y*
- —
BPSIX
- 1D
- 1.95%
- 1M
- -5.44%
- YTD
- 0.31%
- 6M
- -0.03%
- 1Y
- 13.82%
- 3Y*
- 11.98%
- 5Y*
- 5.94%
- 10Y*
- 8.95%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BPGSX vs. BPSIX - Expense Ratio Comparison
BPGSX has a 0.90% expense ratio, which is lower than BPSIX's 0.99% expense ratio.
Return for Risk
BPGSX vs. BPSIX — Risk / Return Rank
BPGSX
BPSIX
BPGSX vs. BPSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Boston Partners Global Sustainability Fund (BPGSX) and Boston Partners Small Cap Value Fund Class I (BPSIX). 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.
| BPGSX | BPSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.82 | 0.73 | +1.09 |
Sortino ratioReturn per unit of downside risk | 2.52 | 1.19 | +1.33 |
Omega ratioGain probability vs. loss probability | 1.43 | 1.15 | +0.28 |
Calmar ratioReturn relative to maximum drawdown | 1.88 | 1.16 | +0.73 |
Martin ratioReturn relative to average drawdown | 10.89 | 3.65 | +7.24 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BPGSX | BPSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.82 | 0.73 | +1.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.30 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.41 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.83 | 0.47 | +0.37 |
Correlation
The correlation between BPGSX and BPSIX is 0.79, 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
BPGSX vs. BPSIX - Dividend Comparison
BPGSX's dividend yield for the trailing twelve months is around 80.06%, more than BPSIX's 7.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BPGSX Boston Partners Global Sustainability Fund | 80.06% | 16.14% | 3.04% | 1.52% | 1.49% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BPSIX Boston Partners Small Cap Value Fund Class I | 7.54% | 7.56% | 14.43% | 12.77% | 7.64% | 7.03% | 0.54% | 2.42% | 6.95% | 4.50% | 2.22% | 5.29% |
Drawdowns
BPGSX vs. BPSIX - Drawdown Comparison
The maximum BPGSX drawdown since its inception was -22.19%, smaller than the maximum BPSIX drawdown of -62.51%. Use the drawdown chart below to compare losses from any high point for BPGSX and BPSIX.
Loading graphics...
Drawdown Indicators
| BPGSX | BPSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.19% | -62.51% | +40.32% |
Max Drawdown (1Y)Largest decline over 1 year | -10.21% | -12.53% | +2.32% |
Max Drawdown (5Y)Largest decline over 5 years | — | -22.01% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -47.79% | — |
Current DrawdownCurrent decline from peak | -0.51% | -6.75% | +6.24% |
Average DrawdownAverage peak-to-trough decline | -4.16% | -9.14% | +4.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.11% | 3.97% | -1.86% |
Volatility
BPGSX vs. BPSIX - Volatility Comparison
The current volatility for Boston Partners Global Sustainability Fund (BPGSX) is 0.00%, while Boston Partners Small Cap Value Fund Class I (BPSIX) has a volatility of 5.15%. This indicates that BPGSX experiences smaller price fluctuations and is considered to be less risky than BPSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BPGSX | BPSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.00% | 5.15% | -5.15% |
Volatility (6M)Calculated over the trailing 6-month period | 6.62% | 11.69% | -5.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.22% | 19.89% | -5.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.37% | 19.81% | -4.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.37% | 22.11% | -6.74% |