BPIRX vs. PHSWX
Compare and contrast key facts about Boston Partners Long/Short Research Fund (BPIRX) and Parvin Hedged Equity Solari World Fund (PHSWX).
BPIRX is managed by Boston Partners. It was launched on Sep 29, 2010. PHSWX is managed by Parvin Funds. It was launched on Jan 27, 2021.
Performance
BPIRX vs. PHSWX - Performance Comparison
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BPIRX vs. PHSWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
BPIRX Boston Partners Long/Short Research Fund | -0.71% | 14.90% | 13.49% | 4.75% | 6.48% | 24.43% |
PHSWX Parvin Hedged Equity Solari World Fund | 6.81% | 22.65% | 1.35% | 1.80% | -12.69% | 3.47% |
Returns By Period
In the year-to-date period, BPIRX achieves a -0.71% return, which is significantly lower than PHSWX's 6.81% return.
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%
PHSWX
- 1D
- 1.90%
- 1M
- -9.02%
- YTD
- 6.81%
- 6M
- 6.83%
- 1Y
- 21.47%
- 3Y*
- 9.48%
- 5Y*
- 4.10%
- 10Y*
- —
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BPIRX vs. PHSWX - Expense Ratio Comparison
BPIRX has a 1.40% expense ratio, which is higher than PHSWX's 0.01% expense ratio.
Return for Risk
BPIRX vs. PHSWX — Risk / Return Rank
BPIRX
PHSWX
BPIRX vs. PHSWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Boston Partners Long/Short Research Fund (BPIRX) and Parvin Hedged Equity Solari World Fund (PHSWX). 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 | PHSWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.18 | 1.41 | -0.23 |
Sortino ratioReturn per unit of downside risk | 1.66 | 1.92 | -0.26 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.25 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.83 | 1.52 | +0.31 |
Martin ratioReturn relative to average drawdown | 7.40 | 5.69 | +1.71 |
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 | PHSWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.18 | 1.41 | -0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.92 | 0.00 | +0.92 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.00 | +0.68 |
Correlation
The correlation between BPIRX and PHSWX is 0.52, 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. PHSWX - Dividend Comparison
BPIRX's dividend yield for the trailing twelve months is around 10.73%, more than PHSWX's 0.45% 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% |
PHSWX Parvin Hedged Equity Solari World Fund | 0.45% | 0.49% | 1.12% | 2.04% | 2.24% | 2.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BPIRX vs. PHSWX - Drawdown Comparison
The maximum BPIRX drawdown since its inception was -30.59%, smaller than the maximum PHSWX drawdown of -94.47%. Use the drawdown chart below to compare losses from any high point for BPIRX and PHSWX.
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Drawdown Indicators
| BPIRX | PHSWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.59% | -94.47% | +63.88% |
Max Drawdown (1Y)Largest decline over 1 year | -7.09% | -14.06% | +6.97% |
Max Drawdown (5Y)Largest decline over 5 years | -15.42% | -94.47% | +79.05% |
Max Drawdown (10Y)Largest decline over 10 years | -30.59% | — | — |
Current DrawdownCurrent decline from peak | -5.17% | -92.95% | +87.78% |
Average DrawdownAverage peak-to-trough decline | -3.88% | -27.33% | +23.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.75% | 3.75% | -2.00% |
Volatility
BPIRX vs. PHSWX - Volatility Comparison
The current volatility for Boston Partners Long/Short Research Fund (BPIRX) is 3.37%, while Parvin Hedged Equity Solari World Fund (PHSWX) has a volatility of 6.77%. This indicates that BPIRX experiences smaller price fluctuations and is considered to be less risky than PHSWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BPIRX | PHSWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.37% | 6.77% | -3.40% |
Volatility (6M)Calculated over the trailing 6-month period | 6.41% | 13.26% | -6.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.64% | 15.52% | -4.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.50% | 1,067.69% | -1,056.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.65% | 1,043.11% | -1,031.46% |