SNOIX vs. BPLEX
Compare and contrast key facts about Easterly Snow Capital Long/Short Opportunity Fund (SNOIX) and Boston Partners Long/Short Equity Fund (BPLEX).
SNOIX is managed by Snow Capital Funds. It was launched on Apr 27, 2006. BPLEX is managed by Boston Partners. It was launched on Nov 16, 1998.
Performance
SNOIX vs. BPLEX - Performance Comparison
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SNOIX vs. BPLEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SNOIX Easterly Snow Capital Long/Short Opportunity Fund | 4.60% | 20.66% | 5.17% | 10.84% | -3.10% | 26.26% | 1.44% | 22.44% | -11.25% | 12.80% |
BPLEX Boston Partners Long/Short Equity Fund | 0.57% | 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, SNOIX achieves a 4.60% return, which is significantly higher than BPLEX's 0.57% return. Over the past 10 years, SNOIX has underperformed BPLEX with an annualized return of 10.60%, while BPLEX has yielded a comparatively higher 12.58% annualized return.
SNOIX
- 1D
- -0.47%
- 1M
- -2.06%
- YTD
- 4.60%
- 6M
- 10.65%
- 1Y
- 23.47%
- 3Y*
- 13.63%
- 5Y*
- 8.96%
- 10Y*
- 10.60%
BPLEX
- 1D
- 0.19%
- 1M
- -4.33%
- YTD
- 0.57%
- 6M
- 6.20%
- 1Y
- 25.32%
- 3Y*
- 31.49%
- 5Y*
- 23.62%
- 10Y*
- 12.58%
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SNOIX vs. BPLEX - Expense Ratio Comparison
SNOIX has a 1.41% expense ratio, which is lower than BPLEX's 2.21% expense ratio.
Return for Risk
SNOIX vs. BPLEX — Risk / Return Rank
SNOIX
BPLEX
SNOIX vs. BPLEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Easterly Snow Capital Long/Short Opportunity Fund (SNOIX) 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.
| SNOIX | BPLEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.49 | 2.01 | -0.52 |
Sortino ratioReturn per unit of downside risk | 2.05 | 2.80 | -0.75 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.41 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | 2.76 | -1.04 |
Martin ratioReturn relative to average drawdown | 8.69 | 13.01 | -4.33 |
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
| SNOIX | BPLEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.49 | 2.01 | -0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.63 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.43 | +0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.54 | -0.22 |
Correlation
The correlation between SNOIX and BPLEX 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
SNOIX vs. BPLEX - Dividend Comparison
SNOIX's dividend yield for the trailing twelve months is around 6.61%, less than BPLEX's 10.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SNOIX Easterly Snow Capital Long/Short Opportunity Fund | 6.61% | 6.91% | 5.10% | 2.29% | 7.07% | 8.98% | 1.86% | 1.95% | 2.06% | 4.80% | 0.36% | 2.79% |
BPLEX Boston Partners Long/Short Equity Fund | 10.88% | 10.94% | 58.72% | 28.35% | 15.19% | 5.11% | 44.84% | 11.33% | 9.69% | 0.83% | 0.00% | 9.91% |
Drawdowns
SNOIX vs. BPLEX - Drawdown Comparison
The maximum SNOIX drawdown since its inception was -65.34%, which is greater than BPLEX's maximum drawdown of -43.47%. Use the drawdown chart below to compare losses from any high point for SNOIX and BPLEX.
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Drawdown Indicators
| SNOIX | BPLEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.34% | -43.47% | -21.87% |
Max Drawdown (1Y)Largest decline over 1 year | -12.55% | -8.75% | -3.80% |
Max Drawdown (5Y)Largest decline over 5 years | -17.66% | -28.78% | +11.12% |
Max Drawdown (10Y)Largest decline over 10 years | -34.43% | -37.65% | +3.22% |
Current DrawdownCurrent decline from peak | -2.29% | -4.33% | +2.04% |
Average DrawdownAverage peak-to-trough decline | -9.86% | -6.65% | -3.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 1.85% | +0.64% |
Volatility
SNOIX vs. BPLEX - Volatility Comparison
The current volatility for Easterly Snow Capital Long/Short Opportunity Fund (SNOIX) is 3.08%, while Boston Partners Long/Short Equity Fund (BPLEX) has a volatility of 3.35%. This indicates that SNOIX experiences smaller price fluctuations and is considered to be less risky than BPLEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SNOIX | BPLEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.08% | 3.35% | -0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 9.23% | 7.26% | +1.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.05% | 12.70% | +3.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.10% | 37.94% | -22.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.60% | 29.26% | -12.66% |