BPIRX vs. BPLEX
Compare and contrast key facts about Boston Partners Long/Short Research Fund (BPIRX) and Boston Partners Long/Short Equity Fund (BPLEX).
BPIRX is managed by Boston Partners. It was launched on Sep 29, 2010. BPLEX is managed by Boston Partners. It was launched on Nov 16, 1998.
Performance
BPIRX vs. BPLEX - Performance Comparison
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BPIRX vs. BPLEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BPIRX Boston Partners Long/Short Research Fund | -2.07% | 14.90% | 13.49% | 4.75% | 6.48% | 23.74% | -8.25% | 12.60% | -10.59% | 10.10% |
BPLEX Boston Partners Long/Short Equity Fund | 0.57% | 27.87% | 56.97% | 14.93% | 6.95% | 31.73% | -5.82% | 8.97% | -15.70% | 2.54% |
Returns By Period
In the year-to-date period, BPIRX achieves a -2.07% return, which is significantly lower than BPLEX's 0.57% return. Over the past 10 years, BPIRX has underperformed BPLEX with an annualized return of 6.41%, while BPLEX has yielded a comparatively higher 12.58% annualized return.
BPIRX
- 1D
- -0.36%
- 1M
- -6.46%
- YTD
- -2.07%
- 6M
- -0.58%
- 1Y
- 10.96%
- 3Y*
- 11.03%
- 5Y*
- 10.53%
- 10Y*
- 6.41%
BPLEX
- 1D
- 0.19%
- 1M
- -4.33%
- YTD
- 0.57%
- 6M
- 6.20%
- 1Y
- 25.32%
- 3Y*
- 31.49%
- 5Y*
- 23.62%
- 10Y*
- 12.58%
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BPIRX vs. BPLEX - Expense Ratio Comparison
BPIRX has a 1.40% expense ratio, which is lower than BPLEX's 2.21% expense ratio.
Return for Risk
BPIRX vs. BPLEX — Risk / Return Rank
BPIRX
BPLEX
BPIRX vs. BPLEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Boston Partners Long/Short Research Fund (BPIRX) and Boston Partners Long/Short Equity Fund (BPLEX). 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 | BPLEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 2.01 | -0.92 |
Sortino ratioReturn per unit of downside risk | 1.53 | 2.80 | -1.27 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.41 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 1.50 | 2.76 | -1.26 |
Martin ratioReturn relative to average drawdown | 6.17 | 13.01 | -6.84 |
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 | BPLEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 2.01 | -0.92 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.92 | 0.63 | +0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.43 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.54 | +0.14 |
Correlation
The correlation between BPIRX and BPLEX is 0.72, 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
BPIRX vs. BPLEX - Dividend Comparison
BPIRX's dividend yield for the trailing twelve months is around 10.88%, which matches BPLEX's 10.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BPIRX Boston Partners Long/Short Research Fund | 10.88% | 10.65% | 11.38% | 11.29% | 20.90% | 12.51% | 0.00% | 2.28% | 5.50% | 0.00% | 0.00% | 3.88% |
BPLEX Boston Partners Long/Short Equity Fund | 10.88% | 10.94% | 58.72% | 28.35% | 15.19% | 5.11% | 44.84% | 11.33% | 9.69% | 0.83% | 0.00% | 9.91% |
Drawdowns
BPIRX vs. BPLEX - Drawdown Comparison
The maximum BPIRX drawdown since its inception was -30.59%, smaller than the maximum BPLEX drawdown of -43.47%. Use the drawdown chart below to compare losses from any high point for BPIRX and BPLEX.
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Drawdown Indicators
| BPIRX | BPLEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.59% | -43.47% | +12.88% |
Max Drawdown (1Y)Largest decline over 1 year | -7.09% | -8.75% | +1.66% |
Max Drawdown (5Y)Largest decline over 5 years | -15.42% | -28.78% | +13.36% |
Max Drawdown (10Y)Largest decline over 10 years | -30.59% | -37.65% | +7.06% |
Current DrawdownCurrent decline from peak | -6.46% | -4.33% | -2.13% |
Average DrawdownAverage peak-to-trough decline | -3.88% | -6.65% | +2.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.72% | 1.85% | -0.13% |
Volatility
BPIRX vs. BPLEX - Volatility Comparison
The current volatility for Boston Partners Long/Short Research Fund (BPIRX) is 2.91%, while Boston Partners Long/Short Equity Fund (BPLEX) has a volatility of 3.35%. This indicates that BPIRX experiences smaller price fluctuations and is considered to be less risky than BPLEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BPIRX | BPLEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.91% | 3.35% | -0.44% |
Volatility (6M)Calculated over the trailing 6-month period | 6.26% | 7.26% | -1.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.57% | 12.70% | -2.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.49% | 37.94% | -26.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.64% | 29.26% | -17.62% |