Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BPAIX (BOSTON PARTNERS ALL-CAP VALUE FUND INSTITUTIONAL) | 7.18% | 4.40% | 2.08% | 7.04% | 6.34% | 9.31% | 7.83% | 9.23% |
Data as of 08/07/2025, AR inception is 07/02/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BPAIX (BOSTON PARTNERS ALL-CAP VALUE FUND INSTITUTIONAL) | 07/02/2002 | 08/07/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.58 | 4.40 | 2.08 | 7.04 | 6.34 | 9.31 | 7.83 | 9.23 | 7.18 | 0.72 | 2.61 | -9.24 | 20.09 | 3.18 | 27.92 | -11.87 | 17.85 | 14.83 | 0.83 | 12.38 | 39.12 | 15.83 | -1.39 | 13.42 | 30.97 | -27.26 | 1.48 | 17.63 | 9.88 | 20.57 | 36.38 | -4.38 |
| Sharpe Ratio | NA | -0.21 | -0.09 | 0.31 | 0.25 | NA | NA | 0.42 | 0.44 | -0.20 | -0.07 | -0.49 | 1.24 | 0.08 | 2.01 | -0.79 | 2.14 | 0.96 | 0.05 | 1.02 | 3.38 | 1.16 | -0.06 | 0.73 | 1.12 | -0.74 | -0.12 | 1.62 | 0.83 | 2.10 | 2.80 | -0.43 |
| Standard Deviation(%) | NA | 19.31 | 17.03 | 17.58 | 19.43 | NA | NA | 19.05 | 19.14 | 14.73 | 14.97 | 21.78 | 16.24 | 38.45 | 13.18 | 16.77 | 8.06 | 15.27 | 15.54 | 12.07 | 11.57 | 13.73 | 25.39 | 18.38 | 27.50 | 38.12 | 13.72 | 8.81 | 9.21 | 9.34 | 12.72 | 22.47 |
| Draw Down(%) | NA | 21.35 | 21.35 | 21.35 | 40.61 | NA | NA | 49.19 | 14.13 | 14.56 | 10.12 | 17.28 | 8.73 | 40.61 | 8.13 | 22.91 | 3.59 | 13.28 | 12.76 | 9.49 | 4.66 | 11.03 | 22.58 | 16.40 | 27.66 | 43.10 | 10.14 | 7.98 | 5.77 | 6.14 | 12.51 | 16.91 |
| Yield(%) | 0.00 | 0.97 | 1.20 | 1.38 | 3.15 | 5.26 | 4.93 | 7.22 | 0.00 | 1.00 | 1.73 | 0.93 | 1.19 | 0.76 | 3.25 | 5.50 | 4.78 | 4.41 | 6.30 | 5.47 | 4.96 | 2.62 | 6.59 | 2.09 | 1.22 | 1.38 | 9.70 | 9.53 | 7.23 | 5.24 | 0.00 | 0.00 |
Data as of 08/07/2025, AR inception is 07/02/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPAIX (BOSTON PARTNERS ALL-CAP VALUE FUND INSTITUTIONAL) |
-11.16%
Feb 2006 - Feb 2009 |
-2.05%
Feb 2004 - Feb 2009 |
5.59%
Apr 2015 - Apr 2025 |
7.03%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPAIX (BOSTON PARTNERS ALL-CAP VALUE FUND INSTITUTIONAL) |
25.56%
Mar 2003 - Mar 2006 |
23.50%
Feb 2009 - Feb 2014 |
15.73%
Feb 2009 - Feb 2019 |
12.92%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart