BPLSX vs. BPIRX
Compare and contrast key facts about Boston Partners Long/Short Equity Fund Institutional Class (BPLSX) and Boston Partners Long/Short Research Fund (BPIRX).
BPLSX is an actively managed fund by Boston Partners. It was launched on Dec 27, 2000. BPIRX is managed by Boston Partners. It was launched on Sep 29, 2010.
Performance
BPLSX vs. BPIRX - Performance Comparison
Loading graphics...
BPLSX vs. BPIRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BPLSX Boston Partners Long/Short Equity Fund Institutional Class | 0.62% | 28.28% | 43.67% | 15.23% | 7.22% | 32.04% | -5.68% | 9.22% | -15.47% | 2.76% |
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, BPLSX achieves a 0.62% return, which is significantly higher than BPIRX's -2.07% return. Over the past 10 years, BPLSX has outperformed BPIRX with an annualized return of 11.84%, while BPIRX has yielded a comparatively lower 6.41% annualized return.
BPLSX
- 1D
- 0.21%
- 1M
- -4.32%
- YTD
- 0.62%
- 6M
- 6.39%
- 1Y
- 25.68%
- 3Y*
- 27.90%
- 5Y*
- 21.71%
- 10Y*
- 11.84%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BPLSX vs. BPIRX - Expense Ratio Comparison
BPLSX has a 2.04% expense ratio, which is higher than BPIRX's 1.40% expense ratio.
Return for Risk
BPLSX vs. BPIRX — Risk / Return Rank
BPLSX
BPIRX
BPLSX vs. BPIRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Boston Partners Long/Short Equity Fund Institutional Class (BPLSX) 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.
| BPLSX | BPIRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.06 | 1.09 | +0.97 |
Sortino ratioReturn per unit of downside risk | 2.87 | 1.53 | +1.34 |
Omega ratioGain probability vs. loss probability | 1.42 | 1.23 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 2.83 | 1.50 | +1.33 |
Martin ratioReturn relative to average drawdown | 13.32 | 6.17 | +7.15 |
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
| BPLSX | BPIRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.06 | 1.09 | +0.97 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.92 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.55 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.68 | -0.05 |
Correlation
The correlation between BPLSX 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
BPLSX vs. BPIRX - Dividend Comparison
BPLSX's dividend yield for the trailing twelve months is around 7.88%, less than BPIRX's 10.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BPLSX Boston Partners Long/Short Equity Fund Institutional Class | 7.88% | 7.93% | 44.35% | 22.61% | 12.63% | 4.36% | 38.62% | 10.22% | 8.85% | 0.76% | 0.00% | 9.19% |
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
BPLSX vs. BPIRX - Drawdown Comparison
The maximum BPLSX drawdown since its inception was -43.20%, which is greater than BPIRX's maximum drawdown of -30.59%. Use the drawdown chart below to compare losses from any high point for BPLSX and BPIRX.
Loading graphics...
Drawdown Indicators
| BPLSX | BPIRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.20% | -30.59% | -12.61% |
Max Drawdown (1Y)Largest decline over 1 year | -8.66% | -7.09% | -1.57% |
Max Drawdown (5Y)Largest decline over 5 years | -24.58% | -15.42% | -9.16% |
Max Drawdown (10Y)Largest decline over 10 years | -37.28% | -30.59% | -6.69% |
Current DrawdownCurrent decline from peak | -4.32% | -6.46% | +2.14% |
Average DrawdownAverage peak-to-trough decline | -6.34% | -3.88% | -2.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.84% | 1.72% | +0.12% |
Volatility
BPLSX vs. BPIRX - Volatility Comparison
Boston Partners Long/Short Equity Fund Institutional Class (BPLSX) has a higher volatility of 3.33% compared to Boston Partners Long/Short Research Fund (BPIRX) at 2.91%. This indicates that BPLSX'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.
Loading graphics...
Volatility by Period
| BPLSX | BPIRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.33% | 2.91% | +0.42% |
Volatility (6M)Calculated over the trailing 6-month period | 7.26% | 6.26% | +1.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.57% | 10.57% | +2.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.83% | 11.49% | +16.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.90% | 11.64% | +11.26% |