BPIRX vs. BDMIX
Compare and contrast key facts about Boston Partners Long/Short Research Fund (BPIRX) and BlackRock Global Long/Short Equity Fund Class I (BDMIX).
BPIRX is managed by Boston Partners. It was launched on Sep 29, 2010. BDMIX is managed by BlackRock. It was launched on Dec 20, 2012.
Performance
BPIRX vs. BDMIX - Performance Comparison
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BPIRX vs. BDMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BPIRX Boston Partners Long/Short Research Fund | -0.71% | 14.90% | 13.49% | 4.75% | 6.48% | 23.74% | -8.25% | 12.60% | -10.59% | 10.10% |
BDMIX BlackRock Global Long/Short Equity Fund Class I | 4.32% | 18.30% | 21.39% | 14.55% | 1.80% | 3.34% | 0.29% | -0.85% | 2.20% | 12.85% |
Returns By Period
In the year-to-date period, BPIRX achieves a -0.71% return, which is significantly lower than BDMIX's 4.32% return. Over the past 10 years, BPIRX has underperformed BDMIX with an annualized return of 6.55%, while BDMIX has yielded a comparatively higher 7.29% annualized return.
BPIRX
- 1D
- 1.38%
- 1M
- -5.04%
- YTD
- -0.71%
- 6M
- 0.66%
- 1Y
- 12.33%
- 3Y*
- 11.54%
- 5Y*
- 10.57%
- 10Y*
- 6.55%
BDMIX
- 1D
- 0.73%
- 1M
- 1.60%
- YTD
- 4.32%
- 6M
- 8.75%
- 1Y
- 17.17%
- 3Y*
- 18.86%
- 5Y*
- 11.38%
- 10Y*
- 7.29%
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BPIRX vs. BDMIX - Expense Ratio Comparison
BPIRX has a 1.40% expense ratio, which is lower than BDMIX's 1.57% expense ratio.
Return for Risk
BPIRX vs. BDMIX — Risk / Return Rank
BPIRX
BDMIX
BPIRX vs. BDMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Boston Partners Long/Short Research Fund (BPIRX) and BlackRock Global Long/Short Equity Fund Class I (BDMIX). 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.
| BPIRX | BDMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.18 | 2.55 | -1.37 |
Sortino ratioReturn per unit of downside risk | 1.66 | 3.73 | -2.08 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.48 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | 1.83 | 5.14 | -3.30 |
Martin ratioReturn relative to average drawdown | 7.40 | 14.25 | -6.85 |
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
| BPIRX | BDMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.18 | 2.55 | -1.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.92 | 1.76 | -0.83 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 1.27 | -0.70 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 1.15 | -0.46 |
Correlation
The correlation between BPIRX and BDMIX is 0.14, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
BPIRX vs. BDMIX - Dividend Comparison
BPIRX's dividend yield for the trailing twelve months is around 10.73%, more than BDMIX's 8.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BPIRX Boston Partners Long/Short Research Fund | 10.73% | 10.65% | 11.38% | 11.29% | 20.90% | 12.51% | 0.00% | 2.28% | 5.50% | 0.00% | 0.00% | 3.88% |
BDMIX BlackRock Global Long/Short Equity Fund Class I | 8.56% | 8.94% | 13.26% | 7.42% | 0.00% | 1.23% | 0.30% | 6.78% | 0.94% | 0.00% | 0.00% | 1.86% |
Drawdowns
BPIRX vs. BDMIX - Drawdown Comparison
The maximum BPIRX drawdown since its inception was -30.59%, which is greater than BDMIX's maximum drawdown of -11.89%. Use the drawdown chart below to compare losses from any high point for BPIRX and BDMIX.
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Drawdown Indicators
| BPIRX | BDMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.59% | -11.89% | -18.70% |
Max Drawdown (1Y)Largest decline over 1 year | -7.09% | -3.60% | -3.49% |
Max Drawdown (5Y)Largest decline over 5 years | -15.42% | -7.45% | -7.97% |
Max Drawdown (10Y)Largest decline over 10 years | -30.59% | -9.44% | -21.15% |
Current DrawdownCurrent decline from peak | -5.17% | -0.13% | -5.04% |
Average DrawdownAverage peak-to-trough decline | -3.88% | -2.71% | -1.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.75% | 1.30% | +0.45% |
Volatility
BPIRX vs. BDMIX - Volatility Comparison
Boston Partners Long/Short Research Fund (BPIRX) has a higher volatility of 3.37% compared to BlackRock Global Long/Short Equity Fund Class I (BDMIX) at 1.72%. This indicates that BPIRX's price experiences larger fluctuations and is considered to be riskier than BDMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BPIRX | BDMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.37% | 1.72% | +1.65% |
Volatility (6M)Calculated over the trailing 6-month period | 6.41% | 4.78% | +1.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.64% | 6.93% | +3.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.50% | 6.51% | +4.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.65% | 5.77% | +5.88% |