BPIRX vs. NLSIX
Compare and contrast key facts about Boston Partners Long/Short Research Fund (BPIRX) and Neuberger Berman Long Short Fund (NLSIX).
BPIRX is managed by Boston Partners. It was launched on Sep 29, 2010. NLSIX is managed by Neuberger Berman. It was launched on Dec 28, 2011.
Performance
BPIRX vs. NLSIX - Performance Comparison
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BPIRX vs. NLSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BPIRX Boston Partners Long/Short Research Fund | -0.71% | 14.90% | 13.49% | 4.75% | 6.48% | 23.74% | -8.25% | 12.60% | -10.59% | 10.10% |
NLSIX Neuberger Berman Long Short Fund | -2.39% | 7.20% | 7.47% | 13.10% | -6.85% | 9.01% | 15.27% | 17.11% | -6.92% | 13.39% |
Returns By Period
In the year-to-date period, BPIRX achieves a -0.71% return, which is significantly higher than NLSIX's -2.39% return. Both investments have delivered pretty close results over the past 10 years, with BPIRX having a 6.55% annualized return and NLSIX not far behind at 6.51%.
BPIRX
- 1D
- 1.38%
- 1M
- -5.04%
- YTD
- -0.71%
- 6M
- 0.66%
- 1Y
- 12.33%
- 3Y*
- 11.54%
- 5Y*
- 10.57%
- 10Y*
- 6.55%
NLSIX
- 1D
- 1.29%
- 1M
- -1.65%
- YTD
- -2.39%
- 6M
- -1.80%
- 1Y
- 4.47%
- 3Y*
- 6.86%
- 5Y*
- 4.89%
- 10Y*
- 6.51%
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BPIRX vs. NLSIX - Expense Ratio Comparison
BPIRX has a 1.40% expense ratio, which is higher than NLSIX's 1.28% expense ratio.
Return for Risk
BPIRX vs. NLSIX — Risk / Return Rank
BPIRX
NLSIX
BPIRX vs. NLSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Boston Partners Long/Short Research Fund (BPIRX) and Neuberger Berman Long Short Fund (NLSIX). 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 | NLSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.18 | 0.75 | +0.43 |
Sortino ratioReturn per unit of downside risk | 1.66 | 1.15 | +0.51 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.16 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.83 | 0.93 | +0.90 |
Martin ratioReturn relative to average drawdown | 7.40 | 3.48 | +3.93 |
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 | NLSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.18 | 0.75 | +0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.92 | 0.74 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.89 | -0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.92 | -0.23 |
Correlation
The correlation between BPIRX and NLSIX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BPIRX vs. NLSIX - Dividend Comparison
BPIRX's dividend yield for the trailing twelve months is around 10.73%, more than NLSIX's 0.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BPIRX Boston Partners Long/Short Research Fund | 10.73% | 10.65% | 11.38% | 11.29% | 20.90% | 12.51% | 0.00% | 2.28% | 5.50% | 0.00% | 0.00% | 3.88% |
NLSIX Neuberger Berman Long Short Fund | 0.05% | 0.05% | 0.02% | 0.97% | 7.01% | 1.13% | 2.15% | 2.39% | 5.91% | 0.00% | 0.00% | 0.01% |
Drawdowns
BPIRX vs. NLSIX - Drawdown Comparison
The maximum BPIRX drawdown since its inception was -30.59%, which is greater than NLSIX's maximum drawdown of -14.75%. Use the drawdown chart below to compare losses from any high point for BPIRX and NLSIX.
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Drawdown Indicators
| BPIRX | NLSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.59% | -14.75% | -15.84% |
Max Drawdown (1Y)Largest decline over 1 year | -7.09% | -4.39% | -2.70% |
Max Drawdown (5Y)Largest decline over 5 years | -15.42% | -10.79% | -4.63% |
Max Drawdown (10Y)Largest decline over 10 years | -30.59% | -14.75% | -15.84% |
Current DrawdownCurrent decline from peak | -5.17% | -3.16% | -2.01% |
Average DrawdownAverage peak-to-trough decline | -3.88% | -2.03% | -1.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.75% | 1.17% | +0.58% |
Volatility
BPIRX vs. NLSIX - Volatility Comparison
Boston Partners Long/Short Research Fund (BPIRX) has a higher volatility of 3.37% compared to Neuberger Berman Long Short Fund (NLSIX) at 2.36%. This indicates that BPIRX's price experiences larger fluctuations and is considered to be riskier than NLSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BPIRX | NLSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.37% | 2.36% | +1.01% |
Volatility (6M)Calculated over the trailing 6-month period | 6.41% | 3.63% | +2.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.64% | 6.46% | +4.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.50% | 6.65% | +4.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.65% | 7.31% | +4.34% |