BPLEX vs. BPIRX
Compare and contrast key facts about Boston Partners Long/Short Equity Fund (BPLEX) and Boston Partners Long/Short Research Fund (BPIRX).
BPLEX is managed by Boston Partners. It was launched on Nov 16, 1998. BPIRX is managed by Boston Partners. It was launched on Sep 29, 2010.
Performance
BPLEX vs. BPIRX - Performance Comparison
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BPLEX vs. BPIRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BPLEX Boston Partners Long/Short Equity Fund | 0.57% | 27.87% | 56.97% | 14.93% | 6.95% | 31.73% | -5.82% | 8.97% | -15.70% | 2.54% |
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% |
Returns By Period
In the year-to-date period, BPLEX achieves a 0.57% return, which is significantly higher than BPIRX's -2.07% return. Over the past 10 years, BPLEX has outperformed BPIRX with an annualized return of 12.58%, while BPIRX has yielded a comparatively lower 6.41% annualized return.
BPLEX
- 1D
- 0.19%
- 1M
- -4.33%
- YTD
- 0.57%
- 6M
- 6.20%
- 1Y
- 25.32%
- 3Y*
- 31.49%
- 5Y*
- 23.62%
- 10Y*
- 12.58%
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%
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BPLEX vs. BPIRX - Expense Ratio Comparison
BPLEX has a 2.21% expense ratio, which is higher than BPIRX's 1.40% expense ratio.
Return for Risk
BPLEX vs. BPIRX — Risk / Return Rank
BPLEX
BPIRX
BPLEX vs. BPIRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Boston Partners Long/Short Equity Fund (BPLEX) and Boston Partners Long/Short Research Fund (BPIRX). 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 | BPIRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.01 | 1.09 | +0.92 |
Sortino ratioReturn per unit of downside risk | 2.80 | 1.53 | +1.27 |
Omega ratioGain probability vs. loss probability | 1.41 | 1.23 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 2.76 | 1.50 | +1.26 |
Martin ratioReturn relative to average drawdown | 13.01 | 6.17 | +6.84 |
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
| BPLEX | BPIRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.01 | 1.09 | +0.92 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | 0.92 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.55 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.68 | -0.14 |
Correlation
The correlation between BPLEX and BPIRX is 0.72, 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
BPLEX vs. BPIRX - Dividend Comparison
BPLEX's dividend yield for the trailing twelve months is around 10.88%, which matches BPIRX's 10.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BPLEX Boston Partners Long/Short Equity Fund | 10.88% | 10.94% | 58.72% | 28.35% | 15.19% | 5.11% | 44.84% | 11.33% | 9.69% | 0.83% | 0.00% | 9.91% |
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% |
Drawdowns
BPLEX vs. BPIRX - Drawdown Comparison
The maximum BPLEX drawdown since its inception was -43.47%, which is greater than BPIRX's maximum drawdown of -30.59%. Use the drawdown chart below to compare losses from any high point for BPLEX and BPIRX.
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Drawdown Indicators
| BPLEX | BPIRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.47% | -30.59% | -12.88% |
Max Drawdown (1Y)Largest decline over 1 year | -8.75% | -7.09% | -1.66% |
Max Drawdown (5Y)Largest decline over 5 years | -28.78% | -15.42% | -13.36% |
Max Drawdown (10Y)Largest decline over 10 years | -37.65% | -30.59% | -7.06% |
Current DrawdownCurrent decline from peak | -4.33% | -6.46% | +2.13% |
Average DrawdownAverage peak-to-trough decline | -6.65% | -3.88% | -2.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.85% | 1.72% | +0.13% |
Volatility
BPLEX vs. BPIRX - Volatility Comparison
Boston Partners Long/Short Equity Fund (BPLEX) has a higher volatility of 3.35% compared to Boston Partners Long/Short Research Fund (BPIRX) at 2.91%. This indicates that BPLEX's price experiences larger fluctuations and is considered to be riskier than BPIRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BPLEX | BPIRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.35% | 2.91% | +0.44% |
Volatility (6M)Calculated over the trailing 6-month period | 7.26% | 6.26% | +1.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.70% | 10.57% | +2.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.94% | 11.49% | +26.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.26% | 11.64% | +17.62% |