Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BPGIX (BOSTON PARTNERS GLOBAL EQUITY FUND INSTITUTIONAL CLASS) | 20.13% | 14.76% | 14.33% | 15.25% | 8.29% | NA | NA | 10.63% |
Data as of 08/01/2025, AR inception is 01/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BPGIX (BOSTON PARTNERS GLOBAL EQUITY FUND INSTITUTIONAL CLASS) | 01/04/2012 | 08/01/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.39 | 14.76 | 14.33 | 15.25 | 8.29 | NA | NA | 10.63 | 20.13 | 3.99 | 14.13 | -3.07 | 21.75 | 3.26 | 18.78 | -13.15 | 20.37 | 8.50 | 0.80 | 4.34 | 32.67 | 13.87 |
| Sharpe Ratio | NA | 0.75 | 0.75 | 0.83 | 0.38 | NA | NA | 0.56 | 1.98 | -0.22 | 0.77 | -0.21 | 1.41 | 0.08 | 1.52 | -0.96 | 2.91 | 0.57 | 0.06 | 0.41 | 3.23 | 1.12 |
| Standard Deviation(%) | NA | 15.54 | 14.68 | 16.12 | 17.85 | NA | NA | 16.37 | 17.23 | 11.58 | 12.96 | 20.98 | 15.40 | 36.16 | 11.41 | 15.07 | 6.81 | 14.51 | 14.02 | 10.53 | 10.11 | 12.51 |
| Draw Down(%) | NA | 12.43 | 14.54 | 22.49 | 41.87 | NA | NA | 41.87 | 12.43 | 10.52 | 9.81 | 22.49 | 8.55 | 40.27 | 7.22 | 22.83 | 2.45 | 11.94 | 13.82 | 9.53 | 6.60 | 12.91 |
| Yield(%) | 0.00 | 1.93 | 2.08 | 2.60 | 2.69 | 3.58 | 2.68 | 4.13 | 0.00 | 2.11 | 2.17 | 1.43 | 2.09 | 1.99 | 1.66 | 6.95 | 2.38 | 2.06 | 0.46 | 4.55 | 3.28 | 2.13 |
Data as of 08/01/2025, AR inception is 01/04/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPGIX (BOSTON PARTNERS GLOBAL EQUITY FUND INSTITUTIONAL CLASS) |
-6.10%
Mar 2017 - Mar 2020 |
-1.58%
Mar 2015 - Mar 2020 |
6.19%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPGIX (BOSTON PARTNERS GLOBAL EQUITY FUND INSTITUTIONAL CLASS) |
21.43%
Mar 2020 - Mar 2023 |
17.44%
Mar 2020 - Mar 2025 |
10.26%
May 2012 - May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart