BPIRX vs. DIAMX
Compare and contrast key facts about Boston Partners Long/Short Research Fund (BPIRX) and Diamond Hill Long-Short Fund (DIAMX).
BPIRX is managed by Boston Partners. It was launched on Sep 29, 2010. DIAMX is managed by Diamond Hill. It was launched on Jun 29, 2000.
Performance
BPIRX vs. DIAMX - Performance Comparison
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BPIRX vs. DIAMX - 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% |
DIAMX Diamond Hill Long-Short Fund | -6.15% | 18.76% | 9.93% | 12.14% | -8.75% | 19.04% | -0.56% | 22.80% | -7.32% | 5.65% |
Returns By Period
In the year-to-date period, BPIRX achieves a -2.07% return, which is significantly higher than DIAMX's -6.15% return. Over the past 10 years, BPIRX has underperformed DIAMX with an annualized return of 6.41%, while DIAMX has yielded a comparatively higher 6.91% 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%
DIAMX
- 1D
- 0.24%
- 1M
- -5.62%
- YTD
- -6.15%
- 6M
- -1.36%
- 1Y
- 8.51%
- 3Y*
- 10.97%
- 5Y*
- 6.54%
- 10Y*
- 6.91%
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BPIRX vs. DIAMX - Expense Ratio Comparison
BPIRX has a 1.40% expense ratio, which is higher than DIAMX's 1.36% expense ratio.
Return for Risk
BPIRX vs. DIAMX — Risk / Return Rank
BPIRX
DIAMX
BPIRX vs. DIAMX - Risk-Adjusted Trends Comparison
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.
| BPIRX | DIAMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 0.92 | +0.17 |
Sortino ratioReturn per unit of downside risk | 1.53 | 1.38 | +0.15 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.21 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.50 | 1.11 | +0.39 |
Martin ratioReturn relative to average drawdown | 6.17 | 4.12 | +2.05 |
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 | DIAMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 0.92 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.92 | 0.62 | +0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.54 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.47 | +0.21 |
Correlation
The correlation between BPIRX and DIAMX is 0.83, 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. DIAMX - Dividend Comparison
BPIRX's dividend yield for the trailing twelve months is around 10.88%, more than DIAMX's 1.48% 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% |
DIAMX Diamond Hill Long-Short Fund | 1.48% | 1.39% | 9.52% | 4.03% | 5.07% | 10.81% | 0.97% | 6.32% | 4.94% | 2.15% | 3.42% | 0.48% |
Drawdowns
BPIRX vs. DIAMX - Drawdown Comparison
The maximum BPIRX drawdown since its inception was -30.59%, smaller than the maximum DIAMX drawdown of -40.92%. Use the drawdown chart below to compare losses from any high point for BPIRX and DIAMX.
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Drawdown Indicators
| BPIRX | DIAMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.59% | -40.92% | +10.33% |
Max Drawdown (1Y)Largest decline over 1 year | -7.09% | -7.02% | -0.07% |
Max Drawdown (5Y)Largest decline over 5 years | -15.42% | -16.96% | +1.54% |
Max Drawdown (10Y)Largest decline over 10 years | -30.59% | -31.57% | +0.98% |
Current DrawdownCurrent decline from peak | -6.46% | -6.79% | +0.33% |
Average DrawdownAverage peak-to-trough decline | -3.88% | -6.86% | +2.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.72% | 1.89% | -0.17% |
Volatility
BPIRX vs. DIAMX - Volatility Comparison
Boston Partners Long/Short Research Fund (BPIRX) has a higher volatility of 2.91% compared to Diamond Hill Long-Short Fund (DIAMX) at 2.22%. This indicates that BPIRX's price experiences larger fluctuations and is considered to be riskier than DIAMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BPIRX | DIAMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.91% | 2.22% | +0.69% |
Volatility (6M)Calculated over the trailing 6-month period | 6.26% | 4.86% | +1.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.57% | 10.20% | +0.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.49% | 10.54% | +0.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.64% | 12.94% | -1.30% |