BPLEX vs. BPIRX

In the year-to-date period, BPLEX achieves a 4.92% return, which is significantly higher than BPIRX's 2.15% return. Over the past 10 years, BPLEX has outperformed BPIRX with an annualized return of 7.58%, while BPIRX has yielded a comparatively lower -0.56% annualized return.

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BPLEX has a 2.21% expense ratio, which is higher than BPIRX's 1.40% expense ratio.

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.

The current BPLEX Sharpe Ratio is 1.26, which is higher than the BPIRX Sharpe Ratio of -0.06. The chart below compares the historical Sharpe Ratios of BPLEX and BPIRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BPLEX's dividend yield for the trailing twelve months is around 27.98%, more than BPIRX's 0.86% yield.

The maximum BPLEX drawdown since its inception was -43.47%, which is greater than BPIRX's maximum drawdown of -34.72%. Use the drawdown chart below to compare losses from any high point for BPLEX and BPIRX. For additional features, visit the drawdowns tool.

Boston Partners Long/Short Equity Fund (BPLEX) has a higher volatility of 8.86% compared to Boston Partners Long/Short Research Fund (BPIRX) at 7.60%. 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.