BPIRX vs. BRK-B
Compare and contrast key facts about Boston Partners Long/Short Research Fund (BPIRX) and Berkshire Hathaway Inc. (BRK-B).
BPIRX is managed by Boston Partners. It was launched on Sep 29, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BPIRX or BRK-B.
Key characteristics
| BPIRX | BRK-B | |
|---|---|---|
| YTD Return | 13.08% | 25.50% |
| 1Y Return | 17.11% | 21.14% |
| 3Y Return (Ann) | 10.93% | 17.37% |
| 5Y Return (Ann) | 8.63% | 15.97% |
| 10Y Return (Ann) | 4.90% | 12.46% |
| Sharpe Ratio | 1.03 | 1.62 |
| Daily Std Dev | 17.20% | 13.37% |
| Max Drawdown | -34.08% | -53.86% |
| Current Drawdown | -0.80% | -6.47% |
Correlation
The correlation between BPIRX and BRK-B 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.
Performance
BPIRX vs. BRK-B - Performance Comparison
In the year-to-date period, BPIRX achieves a 13.08% return, which is significantly lower than BRK-B's 25.50% return. Over the past 10 years, BPIRX has underperformed BRK-B with an annualized return of 4.90%, while BRK-B has yielded a comparatively higher 12.46% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BPIRX vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Boston Partners Long/Short Research Fund (BPIRX) and Berkshire Hathaway Inc. (BRK-B). 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.
Dividends
BPIRX vs. BRK-B - Dividend Comparison
BPIRX's dividend yield for the trailing twelve months is around 9.99%, while BRK-B has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BPIRX Boston Partners Long/Short Research Fund | 9.99% | 11.29% | 20.89% | 12.51% | 0.00% | 2.28% | 0.09% | 0.00% | 0.00% | 3.88% | 1.32% | 0.38% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BPIRX vs. BRK-B - Drawdown Comparison
The maximum BPIRX drawdown since its inception was -34.08%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for BPIRX and BRK-B. For additional features, visit the drawdowns tool.
Volatility
BPIRX vs. BRK-B - Volatility Comparison
The current volatility for Boston Partners Long/Short Research Fund (BPIRX) is 2.22%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 4.72%. This indicates that BPIRX experiences smaller price fluctuations and is considered to be less risky than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.