Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BPGIX (BOSTON PARTNERS GLOBAL EQUITY FUND INSTITUTIONAL CLASS) | 5.01% | 18.39% | 18.78% | 10.66% | 10.61% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BPGIX (BOSTON PARTNERS GLOBAL EQUITY FUND INSTITUTIONAL CLASS) | 01/04/2012 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.51 | 18.39 | 18.78 | 10.66 | 10.61 | NA | NA | … | … | 5.01 | 33.90 | 7.20 | 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 | 1.40 | 1.23 | 0.56 | 0.52 | NA | NA | … | … | 0.78 | 2.11 | 0.32 | 0.82 | -0.22 | 1.41 | 0.08 | 1.52 | -0.97 | 2.91 | 0.57 | 0.06 | 0.41 | 3.23 | 1.12 |
| Standard Deviation(%) | NA | 12.62 | 13.06 | 15.31 | 17.60 | NA | NA | … | … | 14.84 | 14.79 | 11.13 | 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 | 9.64 | 12.43 | 22.49 | 41.87 | NA | NA | … | … | 9.64 | 12.43 | 7.76 | 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 | 10.34 | 7.20 | 4.76 | 5.06 | 5.90 | 4.42 | … | … | 0.00 | 12.34 | 5.36 | 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 06/05/2026, Common starting date 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) |
22.76%
Sep 2022 – Sep 2025 |
18.16%
Mar 2020 – Mar 2025 |
12.07%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart