WPGTX vs. BPGIX
Compare and contrast key facts about WPG Partners Small/Micro Cap Value Fund (WPGTX) and Boston Partners Global Equity Fund (BPGIX).
WPGTX is managed by Boston Partners. It was launched on Mar 30, 1972. BPGIX is managed by Boston Partners. It was launched on Dec 29, 2011.
Performance
WPGTX vs. BPGIX - Performance Comparison
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WPGTX vs. BPGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WPGTX WPG Partners Small/Micro Cap Value Fund | 1.86% | 7.08% | 10.53% | 14.45% | 2.10% | 40.04% | -1.31% | 23.35% | -21.88% | 5.58% |
BPGIX Boston Partners Global Equity Fund | -2.56% | 33.90% | 7.20% | 14.13% | -3.07% | 21.74% | 3.26% | 18.79% | -13.16% | 20.36% |
Returns By Period
In the year-to-date period, WPGTX achieves a 1.86% return, which is significantly higher than BPGIX's -2.56% return. Over the past 10 years, WPGTX has underperformed BPGIX with an annualized return of 8.93%, while BPGIX has yielded a comparatively higher 10.11% annualized return.
WPGTX
- 1D
- -0.52%
- 1M
- -7.70%
- YTD
- 1.86%
- 6M
- 4.01%
- 1Y
- 17.79%
- 3Y*
- 10.08%
- 5Y*
- 9.29%
- 10Y*
- 8.93%
BPGIX
- 1D
- -0.04%
- 1M
- -9.42%
- YTD
- -2.56%
- 6M
- 2.40%
- 1Y
- 19.85%
- 3Y*
- 15.52%
- 5Y*
- 10.82%
- 10Y*
- 10.11%
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WPGTX vs. BPGIX - Expense Ratio Comparison
WPGTX has a 1.10% expense ratio, which is higher than BPGIX's 0.95% expense ratio.
Return for Risk
WPGTX vs. BPGIX — Risk / Return Rank
WPGTX
BPGIX
WPGTX vs. BPGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WPG Partners Small/Micro Cap Value Fund (WPGTX) and Boston Partners Global Equity Fund (BPGIX). 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.
| WPGTX | BPGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.85 | 1.28 | -0.43 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.76 | -0.48 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.26 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.07 | 1.75 | -0.68 |
Martin ratioReturn relative to average drawdown | 4.17 | 6.90 | -2.73 |
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
| WPGTX | BPGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | 1.28 | -0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.71 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.58 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.67 | -0.21 |
Correlation
The correlation between WPGTX and BPGIX is 0.81, 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
WPGTX vs. BPGIX - Dividend Comparison
WPGTX's dividend yield for the trailing twelve months is around 9.96%, less than BPGIX's 10.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WPGTX WPG Partners Small/Micro Cap Value Fund | 9.96% | 10.15% | 6.38% | 7.58% | 17.82% | 1.47% | 0.64% | 0.44% | 8.44% | 6.83% | 0.42% | 3.03% |
BPGIX Boston Partners Global Equity Fund | 10.36% | 10.09% | 5.24% | 1.94% | 1.51% | 1.74% | 1.98% | 1.42% | 8.73% | 2.03% | 1.91% | 0.73% |
Drawdowns
WPGTX vs. BPGIX - Drawdown Comparison
The maximum WPGTX drawdown since its inception was -60.60%, which is greater than BPGIX's maximum drawdown of -41.87%. Use the drawdown chart below to compare losses from any high point for WPGTX and BPGIX.
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Drawdown Indicators
| WPGTX | BPGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.60% | -41.87% | -18.73% |
Max Drawdown (1Y)Largest decline over 1 year | -14.46% | -10.43% | -4.03% |
Max Drawdown (5Y)Largest decline over 5 years | -25.90% | -22.49% | -3.41% |
Max Drawdown (10Y)Largest decline over 10 years | -50.03% | -41.87% | -8.16% |
Current DrawdownCurrent decline from peak | -9.70% | -9.60% | -0.10% |
Average DrawdownAverage peak-to-trough decline | -13.05% | -5.09% | -7.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.71% | 2.65% | +1.06% |
Volatility
WPGTX vs. BPGIX - Volatility Comparison
WPG Partners Small/Micro Cap Value Fund (WPGTX) has a higher volatility of 5.34% compared to Boston Partners Global Equity Fund (BPGIX) at 4.94%. This indicates that WPGTX's price experiences larger fluctuations and is considered to be riskier than BPGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WPGTX | BPGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.34% | 4.94% | +0.40% |
Volatility (6M)Calculated over the trailing 6-month period | 11.75% | 8.97% | +2.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.76% | 15.11% | +5.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.81% | 15.24% | +4.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.45% | 17.42% | +5.03% |