WPGTX vs. BPSIX
Compare and contrast key facts about WPG Partners Small/Micro Cap Value Fund (WPGTX) and Boston Partners Small Cap Value Fund Class I (BPSIX).
WPGTX is managed by Boston Partners. It was launched on Mar 30, 1972. BPSIX is managed by Boston Partners. It was launched on Jul 25, 2000.
Performance
WPGTX vs. BPSIX - Performance Comparison
Loading graphics...
WPGTX vs. BPSIX - 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% |
BPSIX Boston Partners Small Cap Value Fund Class I | -1.61% | 7.45% | 13.95% | 16.98% | -11.48% | 25.67% | 1.60% | 28.06% | -16.42% | 9.72% |
Returns By Period
In the year-to-date period, WPGTX achieves a 1.86% return, which is significantly higher than BPSIX's -1.61% return. Both investments have delivered pretty close results over the past 10 years, with WPGTX having a 8.93% annualized return and BPSIX not far behind at 8.74%.
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%
BPSIX
- 1D
- -0.31%
- 1M
- -6.64%
- YTD
- -1.61%
- 6M
- -2.33%
- 1Y
- 12.32%
- 3Y*
- 11.26%
- 5Y*
- 5.82%
- 10Y*
- 8.74%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
WPGTX vs. BPSIX - Expense Ratio Comparison
WPGTX has a 1.10% expense ratio, which is higher than BPSIX's 0.99% expense ratio.
Return for Risk
WPGTX vs. BPSIX — Risk / Return Rank
WPGTX
BPSIX
WPGTX vs. BPSIX - 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 Small Cap Value Fund Class I (BPSIX). 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 | BPSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.85 | 0.62 | +0.23 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.04 | +0.25 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.13 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.07 | 0.80 | +0.27 |
Martin ratioReturn relative to average drawdown | 4.17 | 2.54 | +1.62 |
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
| WPGTX | BPSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | 0.62 | +0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.30 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.40 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.46 | -0.01 |
Correlation
The correlation between WPGTX and BPSIX is 0.90, 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. BPSIX - Dividend Comparison
WPGTX's dividend yield for the trailing twelve months is around 9.96%, more than BPSIX's 7.68% 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% |
BPSIX Boston Partners Small Cap Value Fund Class I | 7.68% | 7.56% | 14.43% | 12.77% | 7.64% | 7.03% | 0.54% | 2.42% | 6.95% | 4.50% | 2.22% | 5.29% |
Drawdowns
WPGTX vs. BPSIX - Drawdown Comparison
The maximum WPGTX drawdown since its inception was -60.60%, roughly equal to the maximum BPSIX drawdown of -62.51%. Use the drawdown chart below to compare losses from any high point for WPGTX and BPSIX.
Loading graphics...
Drawdown Indicators
| WPGTX | BPSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.60% | -62.51% | +1.91% |
Max Drawdown (1Y)Largest decline over 1 year | -14.46% | -12.53% | -1.93% |
Max Drawdown (5Y)Largest decline over 5 years | -25.90% | -22.01% | -3.89% |
Max Drawdown (10Y)Largest decline over 10 years | -50.03% | -47.79% | -2.24% |
Current DrawdownCurrent decline from peak | -9.70% | -8.54% | -1.16% |
Average DrawdownAverage peak-to-trough decline | -13.05% | -9.14% | -3.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.71% | 3.94% | -0.23% |
Volatility
WPGTX vs. BPSIX - Volatility Comparison
WPG Partners Small/Micro Cap Value Fund (WPGTX) has a higher volatility of 5.34% compared to Boston Partners Small Cap Value Fund Class I (BPSIX) at 4.71%. This indicates that WPGTX's price experiences larger fluctuations and is considered to be riskier than BPSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| WPGTX | BPSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.34% | 4.71% | +0.63% |
Volatility (6M)Calculated over the trailing 6-month period | 11.75% | 11.53% | +0.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.76% | 19.84% | +0.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.81% | 19.79% | +0.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.45% | 22.11% | +0.34% |