BPSCX vs. AKREX

In the year-to-date period, BPSCX achieves a 3.22% return, which is significantly lower than AKREX's 7.13% return. Over the past 10 years, BPSCX has underperformed AKREX with an annualized return of 1.92%, while AKREX has yielded a comparatively higher 11.66% annualized return.

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BPSCX has a 1.24% expense ratio, which is lower than AKREX's 1.30% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Boston Partners Small Cap Value Fund II (BPSCX) and Akre Focus Fund Retail Class (AKREX). 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 BPSCX Sharpe Ratio is 0.31, which is lower than the AKREX Sharpe Ratio of 1.23. The chart below compares the historical Sharpe Ratios of BPSCX and AKREX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BPSCX's dividend yield for the trailing twelve months is around 0.63%, while AKREX has not paid dividends to shareholders.

The maximum BPSCX drawdown since its inception was -79.51%, which is greater than AKREX's maximum drawdown of -34.37%. Use the drawdown chart below to compare losses from any high point for BPSCX and AKREX. For additional features, visit the drawdowns tool.

Boston Partners Small Cap Value Fund II (BPSCX) and Akre Focus Fund Retail Class (AKREX) have volatilities of 3.53% and 3.58%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.