BPLEX vs. BDMIX
Compare and contrast key facts about Boston Partners Long/Short Equity Fund (BPLEX) and BlackRock Global Long/Short Equity Fund Class I (BDMIX).
BPLEX is managed by Boston Partners. It was launched on Nov 16, 1998. BDMIX is managed by BlackRock. It was launched on Dec 20, 2012.
Performance
BPLEX vs. BDMIX - Performance Comparison
Loading graphics...
BPLEX vs. BDMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BPLEX Boston Partners Long/Short Equity Fund | 2.09% | 27.87% | 56.97% | 14.93% | 6.95% | 31.73% | -5.82% | 8.97% | -15.70% | 2.54% |
BDMIX BlackRock Global Long/Short Equity Fund Class I | 4.32% | 18.30% | 21.39% | 14.55% | 1.80% | 3.34% | 0.29% | -0.85% | 2.20% | 12.85% |
Returns By Period
In the year-to-date period, BPLEX achieves a 2.09% return, which is significantly lower than BDMIX's 4.32% return. Over the past 10 years, BPLEX has outperformed BDMIX with an annualized return of 12.75%, while BDMIX has yielded a comparatively lower 7.29% annualized return.
BPLEX
- 1D
- 1.51%
- 1M
- -2.54%
- YTD
- 2.09%
- 6M
- 8.39%
- 1Y
- 26.67%
- 3Y*
- 32.14%
- 5Y*
- 23.79%
- 10Y*
- 12.75%
BDMIX
- 1D
- 0.73%
- 1M
- 1.60%
- YTD
- 4.32%
- 6M
- 8.75%
- 1Y
- 17.17%
- 3Y*
- 18.86%
- 5Y*
- 11.38%
- 10Y*
- 7.29%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BPLEX vs. BDMIX - Expense Ratio Comparison
BPLEX has a 2.21% expense ratio, which is higher than BDMIX's 1.57% expense ratio.
Return for Risk
BPLEX vs. BDMIX — Risk / Return Rank
BPLEX
BDMIX
BPLEX vs. BDMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Boston Partners Long/Short Equity Fund (BPLEX) and BlackRock Global Long/Short Equity Fund Class I (BDMIX). 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.
| BPLEX | BDMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.14 | 2.55 | -0.41 |
Sortino ratioReturn per unit of downside risk | 2.98 | 3.73 | -0.75 |
Omega ratioGain probability vs. loss probability | 1.44 | 1.48 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 3.11 | 5.14 | -2.02 |
Martin ratioReturn relative to average drawdown | 14.60 | 14.25 | +0.35 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BPLEX | BDMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.14 | 2.55 | -0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | 1.76 | -1.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 1.27 | -0.83 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 1.15 | -0.61 |
Correlation
The correlation between BPLEX and BDMIX is 0.07, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
BPLEX vs. BDMIX - Dividend Comparison
BPLEX's dividend yield for the trailing twelve months is around 10.72%, more than BDMIX's 8.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BPLEX Boston Partners Long/Short Equity Fund | 10.72% | 10.94% | 58.72% | 28.35% | 15.19% | 5.11% | 44.84% | 11.33% | 9.69% | 0.83% | 0.00% | 9.91% |
BDMIX BlackRock Global Long/Short Equity Fund Class I | 8.56% | 8.94% | 13.26% | 7.42% | 0.00% | 1.23% | 0.30% | 6.78% | 0.94% | 0.00% | 0.00% | 1.86% |
Drawdowns
BPLEX vs. BDMIX - Drawdown Comparison
The maximum BPLEX drawdown since its inception was -43.47%, which is greater than BDMIX's maximum drawdown of -11.89%. Use the drawdown chart below to compare losses from any high point for BPLEX and BDMIX.
Loading graphics...
Drawdown Indicators
| BPLEX | BDMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.47% | -11.89% | -31.58% |
Max Drawdown (1Y)Largest decline over 1 year | -8.75% | -3.60% | -5.15% |
Max Drawdown (5Y)Largest decline over 5 years | -28.78% | -7.45% | -21.33% |
Max Drawdown (10Y)Largest decline over 10 years | -37.65% | -9.44% | -28.21% |
Current DrawdownCurrent decline from peak | -2.89% | -0.13% | -2.76% |
Average DrawdownAverage peak-to-trough decline | -6.65% | -2.71% | -3.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.86% | 1.30% | +0.56% |
Volatility
BPLEX vs. BDMIX - Volatility Comparison
Boston Partners Long/Short Equity Fund (BPLEX) has a higher volatility of 3.75% compared to BlackRock Global Long/Short Equity Fund Class I (BDMIX) at 1.72%. This indicates that BPLEX's price experiences larger fluctuations and is considered to be riskier than BDMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BPLEX | BDMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.75% | 1.72% | +2.03% |
Volatility (6M)Calculated over the trailing 6-month period | 7.40% | 4.78% | +2.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.75% | 6.93% | +5.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.94% | 6.51% | +31.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.27% | 5.77% | +23.50% |