BPIRX vs. BPSIX
Compare and contrast key facts about Boston Partners Long/Short Research Fund (BPIRX) and Boston Partners Small Cap Value Fund Class I (BPSIX).
BPIRX is managed by Boston Partners. It was launched on Sep 29, 2010. BPSIX is managed by Boston Partners. It was launched on Jul 25, 2000.
Performance
BPIRX vs. BPSIX - Performance Comparison
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BPIRX vs. BPSIX - 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% |
BPSIX Boston Partners Small Cap Value Fund Class I | -1.61% | 7.45% | 13.95% | 16.98% | -11.48% | 25.67% | 1.60% | 28.06% | -16.42% | 9.72% |
Returns By Period
In the year-to-date period, BPIRX achieves a -2.07% return, which is significantly lower than BPSIX's -1.61% return. Over the past 10 years, BPIRX has underperformed BPSIX with an annualized return of 6.41%, while BPSIX has yielded a comparatively higher 8.74% 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%
BPSIX
- 1D
- -0.31%
- 1M
- -6.64%
- YTD
- -1.61%
- 6M
- -2.33%
- 1Y
- 12.32%
- 3Y*
- 11.26%
- 5Y*
- 5.82%
- 10Y*
- 8.74%
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BPIRX vs. BPSIX - Expense Ratio Comparison
BPIRX has a 1.40% expense ratio, which is higher than BPSIX's 0.99% expense ratio.
Return for Risk
BPIRX vs. BPSIX — Risk / Return Rank
BPIRX
BPSIX
BPIRX vs. BPSIX - 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 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.
| BPIRX | BPSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 0.62 | +0.47 |
Sortino ratioReturn per unit of downside risk | 1.53 | 1.04 | +0.49 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.13 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.50 | 0.80 | +0.70 |
Martin ratioReturn relative to average drawdown | 6.17 | 2.54 | +3.63 |
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 | BPSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 0.62 | +0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.92 | 0.30 | +0.63 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.40 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.46 | +0.22 |
Correlation
The correlation between BPIRX 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
BPIRX vs. BPSIX - Dividend Comparison
BPIRX's dividend yield for the trailing twelve months is around 10.88%, more than BPSIX's 7.68% 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% |
BPSIX Boston Partners Small Cap Value Fund Class I | 7.68% | 7.56% | 14.43% | 12.77% | 7.64% | 7.03% | 0.54% | 2.42% | 6.95% | 4.50% | 2.22% | 5.29% |
Drawdowns
BPIRX vs. BPSIX - Drawdown Comparison
The maximum BPIRX drawdown since its inception was -30.59%, smaller than the maximum BPSIX drawdown of -62.51%. Use the drawdown chart below to compare losses from any high point for BPIRX and BPSIX.
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Drawdown Indicators
| BPIRX | BPSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.59% | -62.51% | +31.92% |
Max Drawdown (1Y)Largest decline over 1 year | -7.09% | -12.53% | +5.44% |
Max Drawdown (5Y)Largest decline over 5 years | -15.42% | -22.01% | +6.59% |
Max Drawdown (10Y)Largest decline over 10 years | -30.59% | -47.79% | +17.20% |
Current DrawdownCurrent decline from peak | -6.46% | -8.54% | +2.08% |
Average DrawdownAverage peak-to-trough decline | -3.88% | -9.14% | +5.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.72% | 3.94% | -2.22% |
Volatility
BPIRX vs. BPSIX - Volatility Comparison
The current volatility for Boston Partners Long/Short Research Fund (BPIRX) is 2.91%, while Boston Partners Small Cap Value Fund Class I (BPSIX) has a volatility of 4.71%. This indicates that BPIRX 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.
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Volatility by Period
| BPIRX | BPSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.91% | 4.71% | -1.80% |
Volatility (6M)Calculated over the trailing 6-month period | 6.26% | 11.53% | -5.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.57% | 19.84% | -9.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.49% | 19.79% | -8.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.64% | 22.11% | -10.47% |