CRIHX vs. BPLEX
Compare and contrast key facts about CRM Long/Short Opportunities Fund (CRIHX) and Boston Partners Long/Short Equity Fund (BPLEX).
CRIHX is managed by CRM. It was launched on Aug 15, 2016. BPLEX is managed by Boston Partners. It was launched on Nov 16, 1998.
Performance
CRIHX vs. BPLEX - Performance Comparison
Loading graphics...
CRIHX vs. BPLEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CRIHX CRM Long/Short Opportunities Fund | -0.39% | -1.55% | 17.72% | 6.06% | -4.24% | 5.91% | 20.44% | 12.95% | -8.43% | 4.49% |
BPLEX Boston Partners Long/Short Equity Fund | 2.09% | 27.87% | 56.97% | 14.93% | 6.95% | 31.73% | -5.82% | 8.97% | -15.70% | 2.54% |
Returns By Period
In the year-to-date period, CRIHX achieves a -0.39% return, which is significantly lower than BPLEX's 2.09% return.
CRIHX
- 1D
- 0.80%
- 1M
- -5.67%
- YTD
- -0.39%
- 6M
- 1.77%
- 1Y
- 8.13%
- 3Y*
- 6.45%
- 5Y*
- 3.89%
- 10Y*
- —
BPLEX
- 1D
- 1.51%
- 1M
- -2.54%
- YTD
- 2.09%
- 6M
- 8.39%
- 1Y
- 26.67%
- 3Y*
- 32.14%
- 5Y*
- 23.79%
- 10Y*
- 12.75%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CRIHX vs. BPLEX - Expense Ratio Comparison
CRIHX has a 1.60% expense ratio, which is lower than BPLEX's 2.21% expense ratio.
Return for Risk
CRIHX vs. BPLEX — Risk / Return Rank
CRIHX
BPLEX
CRIHX vs. BPLEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CRM Long/Short Opportunities Fund (CRIHX) and Boston Partners Long/Short Equity Fund (BPLEX). 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.
| CRIHX | BPLEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.66 | 2.14 | -1.48 |
Sortino ratioReturn per unit of downside risk | 1.03 | 2.98 | -1.96 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.44 | -0.31 |
Calmar ratioReturn relative to maximum drawdown | 0.91 | 3.11 | -2.20 |
Martin ratioReturn relative to average drawdown | 2.81 | 14.60 | -11.80 |
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
| CRIHX | BPLEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.66 | 2.14 | -1.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.35 | 0.63 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.44 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.54 | -0.08 |
Correlation
The correlation between CRIHX and BPLEX is 0.58, 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
CRIHX vs. BPLEX - Dividend Comparison
CRIHX has not paid dividends to shareholders, while BPLEX's dividend yield for the trailing twelve months is around 10.72%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRIHX CRM Long/Short Opportunities Fund | 0.00% | 0.00% | 8.11% | 2.32% | 1.55% | 0.75% | 8.83% | 0.03% | 1.75% | 0.24% | 0.00% | 0.00% |
BPLEX Boston Partners Long/Short Equity Fund | 10.72% | 10.94% | 58.72% | 28.35% | 15.19% | 5.11% | 44.84% | 11.33% | 9.69% | 0.83% | 0.00% | 9.91% |
Drawdowns
CRIHX vs. BPLEX - Drawdown Comparison
The maximum CRIHX drawdown since its inception was -21.33%, smaller than the maximum BPLEX drawdown of -43.47%. Use the drawdown chart below to compare losses from any high point for CRIHX and BPLEX.
Loading graphics...
Drawdown Indicators
| CRIHX | BPLEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.33% | -43.47% | +22.14% |
Max Drawdown (1Y)Largest decline over 1 year | -9.07% | -8.75% | -0.32% |
Max Drawdown (5Y)Largest decline over 5 years | -15.87% | -28.78% | +12.91% |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.65% | — |
Current DrawdownCurrent decline from peak | -7.53% | -2.89% | -4.64% |
Average DrawdownAverage peak-to-trough decline | -4.15% | -6.65% | +2.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.93% | 1.86% | +1.07% |
Volatility
CRIHX vs. BPLEX - Volatility Comparison
CRM Long/Short Opportunities Fund (CRIHX) has a higher volatility of 4.72% compared to Boston Partners Long/Short Equity Fund (BPLEX) at 3.75%. This indicates that CRIHX's price experiences larger fluctuations and is considered to be riskier than BPLEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| CRIHX | BPLEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.72% | 3.75% | +0.97% |
Volatility (6M)Calculated over the trailing 6-month period | 9.37% | 7.40% | +1.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.01% | 12.75% | +0.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.10% | 37.94% | -26.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.01% | 29.27% | -18.26% |