Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BPAVX (BOSTON PARTNERS ALL-CAP VALUE FUND INVESTOR) | 11.66% | 25.97% | 17.40% | 7.46% | 10.09% | 10.85% | 9.39% | … | … |
Data as of 06/04/2026, Common starting date is 07/25/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BPAVX (BOSTON PARTNERS ALL-CAP VALUE FUND INVESTOR) | 07/25/2002 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 (%) | 3.48 | 25.97 | 17.40 | 7.46 | 10.09 | 10.85 | 9.39 | … | … | 11.66 | 17.17 | 9.66 | 12.25 | -9.49 | 19.74 | 2.95 | 27.54 | -12.07 | 17.63 | 14.52 | 0.57 | 12.11 | 38.91 | 15.61 | -1.62 | 13.19 | 30.77 | -27.56 | 1.23 | 17.41 | 9.57 | 20.26 | 36.53 | 7.88 |
| Sharpe Ratio | NA | 1.72 | 1.02 | 0.29 | 0.44 | NA | NA | … | … | 1.52 | 0.89 | 0.53 | 0.69 | -0.50 | 1.21 | 0.07 | 1.97 | -0.80 | 2.13 | 0.94 | 0.03 | 1.00 | 3.36 | 1.14 | -0.06 | 0.71 | 1.11 | -0.74 | -0.14 | 1.59 | 0.79 | 2.05 | 2.80 | 0.84 |
| Standard Deviation(%) | NA | 11.94 | 13.33 | 15.81 | 18.63 | NA | NA | … | … | 13.45 | 16.19 | 11.48 | 12.48 | 21.77 | 16.26 | 38.44 | 13.20 | 16.79 | 8.02 | 15.24 | 15.53 | 12.08 | 11.57 | 13.81 | 25.49 | 18.45 | 27.63 | 38.41 | 13.82 | 8.84 | 9.26 | 9.42 | 12.79 | 21.41 |
| Draw Down(%) | NA | 9.40 | 14.21 | 18.40 | 40.64 | NA | NA | … | … | 9.40 | 14.16 | 6.72 | 10.14 | 17.42 | 8.77 | 40.64 | 8.14 | 23.07 | 3.60 | 13.28 | 12.81 | 9.53 | 4.68 | 11.07 | 22.77 | 16.52 | 27.82 | 43.35 | 10.23 | 8.00 | 5.85 | 6.22 | 12.53 | 15.98 |
| Yield(%) | 0.00 | 9.54 | 10.49 | 5.78 | 6.35 | 7.93 | 7.23 | … | … | 0.00 | 9.92 | 10.20 | 11.09 | 0.69 | 0.89 | 0.56 | 2.91 | 5.25 | 4.59 | 4.16 | 6.10 | 5.24 | 4.80 | 2.36 | 6.39 | 1.83 | 1.04 | 1.15 | 9.41 | 9.29 | 7.06 | 5.09 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/25/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPAVX (BOSTON PARTNERS ALL-CAP VALUE FUND INVESTOR) |
-11.46%
Feb 2006 – Feb 2009 |
-2.34%
Feb 2004 – Feb 2009 |
7.23%
Oct 2013 – Oct 2023 |
6.79%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPAVX (BOSTON PARTNERS ALL-CAP VALUE FUND INVESTOR) |
25.39%
Mar 2003 – Mar 2006 |
23.30%
Feb 2009 – Feb 2014 |
15.50%
Feb 2009 – Feb 2019 |
13.01%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart