BPSCX vs. BPLSX
Compare and contrast key facts about Boston Partners Small Cap Value Fund II (BPSCX) and Boston Partners Long/Short Equity Fund Institutional Class (BPLSX).
BPSCX is managed by Boston Partners. It was launched on Jul 1, 1998. BPLSX is an actively managed fund by Boston Partners. It was launched on Dec 27, 2000.
Performance
BPSCX vs. BPLSX - Performance Comparison
Loading graphics...
BPSCX vs. BPLSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BPSCX Boston Partners Small Cap Value Fund II | -1.66% | 7.15% | 13.65% | 16.96% | -11.69% | 25.42% | 1.30% | 27.75% | -16.64% | 9.44% |
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% |
Returns By Period
In the year-to-date period, BPSCX achieves a -1.66% return, which is significantly lower than BPLSX's 0.62% return. Over the past 10 years, BPSCX has underperformed BPLSX with an annualized return of 8.49%, while BPLSX has yielded a comparatively higher 11.84% annualized return.
BPSCX
- 1D
- -0.34%
- 1M
- -6.66%
- YTD
- -1.66%
- 6M
- -2.48%
- 1Y
- 12.02%
- 3Y*
- 11.08%
- 5Y*
- 5.60%
- 10Y*
- 8.49%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BPSCX vs. BPLSX - Expense Ratio Comparison
BPSCX has a 1.24% expense ratio, which is lower than BPLSX's 2.04% expense ratio.
Return for Risk
BPSCX vs. BPLSX — Risk / Return Rank
BPSCX
BPLSX
BPSCX vs. BPLSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Boston Partners Small Cap Value Fund II (BPSCX) and Boston Partners Long/Short Equity Fund Institutional Class (BPLSX). 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.
| BPSCX | BPLSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 2.06 | -1.46 |
Sortino ratioReturn per unit of downside risk | 1.01 | 2.87 | -1.86 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.42 | -0.29 |
Calmar ratioReturn relative to maximum drawdown | 0.78 | 2.83 | -2.05 |
Martin ratioReturn relative to average drawdown | 2.46 | 13.32 | -10.86 |
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
| BPSCX | BPLSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 2.06 | -1.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.78 | -0.52 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.52 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.62 | -0.18 |
Correlation
The correlation between BPSCX and BPLSX 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
BPSCX vs. BPLSX - Dividend Comparison
BPSCX's dividend yield for the trailing twelve months is around 8.21%, more than BPLSX's 7.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BPSCX Boston Partners Small Cap Value Fund II | 8.21% | 8.07% | 15.19% | 13.27% | 7.76% | 7.12% | 0.32% | 2.26% | 6.95% | 4.44% | 2.09% | 5.24% |
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% |
Drawdowns
BPSCX vs. BPLSX - Drawdown Comparison
The maximum BPSCX drawdown since its inception was -62.69%, which is greater than BPLSX's maximum drawdown of -43.20%. Use the drawdown chart below to compare losses from any high point for BPSCX and BPLSX.
Loading graphics...
Drawdown Indicators
| BPSCX | BPLSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.69% | -43.20% | -19.49% |
Max Drawdown (1Y)Largest decline over 1 year | -12.53% | -8.66% | -3.87% |
Max Drawdown (5Y)Largest decline over 5 years | -22.19% | -24.58% | +2.39% |
Max Drawdown (10Y)Largest decline over 10 years | -47.80% | -37.28% | -10.52% |
Current DrawdownCurrent decline from peak | -8.57% | -4.32% | -4.25% |
Average DrawdownAverage peak-to-trough decline | -9.35% | -6.34% | -3.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.96% | 1.84% | +2.12% |
Volatility
BPSCX vs. BPLSX - Volatility Comparison
Boston Partners Small Cap Value Fund II (BPSCX) has a higher volatility of 4.71% compared to Boston Partners Long/Short Equity Fund Institutional Class (BPLSX) at 3.33%. This indicates that BPSCX's price experiences larger fluctuations and is considered to be riskier than BPLSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BPSCX | BPLSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.71% | 3.33% | +1.38% |
Volatility (6M)Calculated over the trailing 6-month period | 11.52% | 7.26% | +4.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.85% | 12.57% | +7.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.02% | 27.83% | -6.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.67% | 22.90% | -0.23% |