Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BPEMX (BOSTON PARTNERS EMERGING MARKETS FUND INSTITUTIONAL CLASS) | NA | 4.17% | -3.17% | 4.39% | NA | NA | NA | … | … |
Data as of 08/27/2024, Common starting date is 10/18/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BPEMX (BOSTON PARTNERS EMERGING MARKETS FUND INSTITUTIONAL CLASS) | 10/18/2017 | 08/27/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.39 | 4.17 | -3.17 | 4.39 | NA | NA | NA | … | … | -5.48 | 19.69 | -17.95 | -3.90 | 14.58 | 28.29 | -20.87 | 3.76 |
| Sharpe Ratio | NA | -0.16 | -0.46 | 0.10 | NA | NA | NA | … | … | -0.78 | 1.34 | -1.05 | -0.27 | 0.47 | 1.96 | -1.30 | 2.01 |
| Standard Deviation(%) | NA | 14.25 | 15.11 | 18.95 | NA | NA | NA | … | … | 15.19 | 11.59 | 18.48 | 14.67 | 30.12 | 13.72 | 17.12 | 9.74 |
| Draw Down(%) | NA | 15.39 | 30.37 | 34.40 | NA | NA | NA | … | … | 15.39 | 11.86 | 27.51 | 16.49 | 34.20 | 8.99 | 29.57 | 4.43 |
| Yield(%) | 3.53 | 5.14 | 3.90 | 4.28 | 1.98 | 1.32 | 0.99 | … | … | 3.52 | 1.70 | 2.61 | 5.36 | 0.76 | 5.97 | 0.00 | 0.65 |
Data as of 08/27/2024, Common starting date is 10/18/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPEMX (BOSTON PARTNERS EMERGING MARKETS FUND INSTITUTIONAL CLASS) |
-4.11%
Jan 2021 – Jan 2024 |
-1.72%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPEMX (BOSTON PARTNERS EMERGING MARKETS FUND INSTITUTIONAL CLASS) |
12.84%
Oct 2018 – Oct 2021 |
6.77%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart