BPIRX vs. BPLEX

In the year-to-date period, BPIRX achieves a 4.81% return, which is significantly lower than BPLEX's 6.01% return. Over the past 10 years, BPIRX has underperformed BPLEX with an annualized return of 4.91%, while BPLEX has yielded a comparatively higher 7.70% annualized return.

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BPIRX has a 1.40% expense ratio, which is lower than BPLEX's 2.21% expense ratio.

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.

The current BPIRX Sharpe Ratio is 0.91, which is comparable to the BPLEX Sharpe Ratio of 1.15. The chart below compares the historical Sharpe Ratios of BPIRX and BPLEX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BPIRX's dividend yield for the trailing twelve months is around 10.86%, less than BPLEX's 27.70% yield.

The maximum BPIRX drawdown since its inception was -34.09%, 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.

The current volatility for Boston Partners Long/Short Research Fund (BPIRX) is 2.32%, while Boston Partners Long/Short Equity Fund (BPLEX) has a volatility of 2.84%. 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.