BPIRX vs. SPY
Compare and contrast key facts about Boston Partners Long/Short Research Fund (BPIRX) and SPDR S&P 500 ETF (SPY).
BPIRX is managed by Boston Partners. It was launched on Sep 29, 2010. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BPIRX or SPY.
Correlation
The correlation between BPIRX and SPY is 0.81, 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. SPY - Performance Comparison
Key characteristics
BPIRX:
0.38
SPY:
1.97
BPIRX:
0.50
SPY:
2.64
BPIRX:
1.11
SPY:
1.36
BPIRX:
0.22
SPY:
2.97
BPIRX:
0.96
SPY:
12.34
BPIRX:
4.76%
SPY:
2.03%
BPIRX:
11.86%
SPY:
12.68%
BPIRX:
-34.72%
SPY:
-55.19%
BPIRX:
-16.88%
SPY:
-0.01%
Returns By Period
In the year-to-date period, BPIRX achieves a 4.44% return, which is significantly higher than SPY's 4.03% return. Over the past 10 years, BPIRX has underperformed SPY with an annualized return of -0.35%, while SPY has yielded a comparatively higher 13.18% annualized return.
BPIRX
4.44%
1.44%
-4.38%
3.72%
-1.14%
-0.35%
SPY
4.03%
2.03%
9.65%
23.63%
14.28%
13.18%
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BPIRX vs. SPY - Expense Ratio Comparison
BPIRX has a 1.40% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
BPIRX vs. SPY — Risk-Adjusted Performance Rank
BPIRX
SPY
BPIRX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Boston Partners Long/Short Research Fund (BPIRX) and SPDR S&P 500 ETF (SPY). 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. SPY - Dividend Comparison
BPIRX's dividend yield for the trailing twelve months is around 0.84%, less than SPY's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BPIRX Boston Partners Long/Short Research Fund | 0.84% | 0.87% | 2.55% | 1.56% | 0.00% | 0.00% | 1.32% | 0.09% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.16% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
BPIRX vs. SPY - Drawdown Comparison
The maximum BPIRX drawdown since its inception was -34.72%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for BPIRX and SPY. For additional features, visit the drawdowns tool.
Volatility
BPIRX vs. SPY - Volatility Comparison
The current volatility for Boston Partners Long/Short Research Fund (BPIRX) is 1.69%, while SPDR S&P 500 ETF (SPY) has a volatility of 3.15%. This indicates that BPIRX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.