BPIRX vs. DIAMX

In the year-to-date period, BPIRX achieves a 2.15% return, which is significantly lower than DIAMX's 2.53% return. Over the past 10 years, BPIRX has underperformed DIAMX with an annualized return of -0.57%, while DIAMX has yielded a comparatively higher 1.59% annualized return.

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BPIRX has a 1.40% expense ratio, which is higher than DIAMX's 1.36% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Boston Partners Long/Short Research Fund (BPIRX) and Diamond Hill Long-Short Fund (DIAMX). 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 -0.06, which is higher than the DIAMX Sharpe Ratio of -0.15. The chart below compares the historical Sharpe Ratios of BPIRX and DIAMX, 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 0.86%, less than DIAMX's 2.16% yield.

The maximum BPIRX drawdown since its inception was -34.72%, smaller than the maximum DIAMX drawdown of -41.19%. Use the drawdown chart below to compare losses from any high point for BPIRX and DIAMX. For additional features, visit the drawdowns tool.

Boston Partners Long/Short Research Fund (BPIRX) and Diamond Hill Long-Short Fund (DIAMX) have volatilities of 7.60% and 7.97%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.