BPLSX vs. BPSIX
Compare and contrast key facts about Boston Partners Long/Short Equity Fund Institutional Class (BPLSX) and Boston Partners Small Cap Value Fund Class I (BPSIX).
BPLSX is an actively managed fund by Boston Partners. It was launched on Dec 27, 2000. BPSIX is managed by Boston Partners. It was launched on Jul 25, 2000.
Performance
BPLSX vs. BPSIX - Performance Comparison
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BPLSX vs. BPSIX - 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% |
BPSIX Boston Partners Small Cap Value Fund Class I | -1.61% | 7.45% | 13.95% | 16.98% | -11.48% | 25.67% | 1.60% | 28.06% | -16.42% | 9.72% |
Returns By Period
In the year-to-date period, BPLSX achieves a 0.62% return, which is significantly higher than BPSIX's -1.61% return. Over the past 10 years, BPLSX has outperformed BPSIX with an annualized return of 11.84%, while BPSIX has yielded a comparatively lower 8.74% 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%
BPSIX
- 1D
- -0.31%
- 1M
- -6.64%
- YTD
- -1.61%
- 6M
- -2.33%
- 1Y
- 12.32%
- 3Y*
- 11.26%
- 5Y*
- 5.82%
- 10Y*
- 8.74%
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BPLSX vs. BPSIX - Expense Ratio Comparison
BPLSX has a 2.04% expense ratio, which is higher than BPSIX's 0.99% expense ratio.
Return for Risk
BPLSX vs. BPSIX — Risk / Return Rank
BPLSX
BPSIX
BPLSX vs. BPSIX - 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 Small Cap Value Fund Class I (BPSIX). 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 | BPSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.06 | 0.62 | +1.44 |
Sortino ratioReturn per unit of downside risk | 2.87 | 1.04 | +1.84 |
Omega ratioGain probability vs. loss probability | 1.42 | 1.13 | +0.29 |
Calmar ratioReturn relative to maximum drawdown | 2.83 | 0.80 | +2.03 |
Martin ratioReturn relative to average drawdown | 13.32 | 2.54 | +10.78 |
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
| BPLSX | BPSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.06 | 0.62 | +1.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.30 | +0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.40 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.46 | +0.16 |
Correlation
The correlation between BPLSX and BPSIX is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BPLSX vs. BPSIX - Dividend Comparison
BPLSX's dividend yield for the trailing twelve months is around 7.88%, more than BPSIX's 7.68% 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% |
BPSIX Boston Partners Small Cap Value Fund Class I | 7.68% | 7.56% | 14.43% | 12.77% | 7.64% | 7.03% | 0.54% | 2.42% | 6.95% | 4.50% | 2.22% | 5.29% |
Drawdowns
BPLSX vs. BPSIX - Drawdown Comparison
The maximum BPLSX drawdown since its inception was -43.20%, smaller than the maximum BPSIX drawdown of -62.51%. Use the drawdown chart below to compare losses from any high point for BPLSX and BPSIX.
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Drawdown Indicators
| BPLSX | BPSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.20% | -62.51% | +19.31% |
Max Drawdown (1Y)Largest decline over 1 year | -8.66% | -12.53% | +3.87% |
Max Drawdown (5Y)Largest decline over 5 years | -24.58% | -22.01% | -2.57% |
Max Drawdown (10Y)Largest decline over 10 years | -37.28% | -47.79% | +10.51% |
Current DrawdownCurrent decline from peak | -4.32% | -8.54% | +4.22% |
Average DrawdownAverage peak-to-trough decline | -6.34% | -9.14% | +2.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.84% | 3.94% | -2.10% |
Volatility
BPLSX vs. BPSIX - Volatility Comparison
The current volatility for Boston Partners Long/Short Equity Fund Institutional Class (BPLSX) is 3.33%, while Boston Partners Small Cap Value Fund Class I (BPSIX) has a volatility of 4.71%. This indicates that BPLSX experiences smaller price fluctuations and is considered to be less risky than BPSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BPLSX | BPSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.33% | 4.71% | -1.38% |
Volatility (6M)Calculated over the trailing 6-month period | 7.26% | 11.53% | -4.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.57% | 19.84% | -7.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.83% | 19.79% | +8.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.90% | 22.11% | +0.79% |