Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BPIRX (BOSTON PARTNERS LONG/SHORT RESEARCH FUND INSTITUTIONAL CLASS) | 4.56% | 14.45% | 14.09% | 3.79% | 3.87% | 5.15% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BPIRX (BOSTON PARTNERS LONG/SHORT RESEARCH FUND INSTITUTIONAL CLASS) | 10/05/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.66 | 14.45 | 14.09 | 3.79 | 3.87 | 5.15 | NA | … | … | 4.56 | 14.89 | 13.50 | 4.74 | -10.85 | 9.75 | -8.25 | 12.57 | -10.59 | 9.95 | 3.76 | 1.32 | 7.37 | 17.77 | 13.37 | 3.41 | 5.53 |
| Sharpe Ratio | NA | 1.33 | 1.19 | 0.09 | 0.16 | NA | NA | … | … | 0.55 | 1.14 | 1.39 | 0.14 | -0.58 | 0.57 | -0.39 | 1.67 | -1.24 | 2.23 | 0.46 | 0.16 | 1.12 | 3.07 | 1.79 | 0.23 | 3.22 |
| Standard Deviation(%) | NA | 8.09 | 8.61 | 13.74 | 12.86 | NA | NA | … | … | 9.38 | 10.57 | 7.10 | 7.82 | 21.36 | 17.15 | 21.50 | 6.63 | 9.67 | 4.19 | 7.66 | 8.25 | 6.57 | 5.77 | 7.52 | 14.73 | 7.70 |
| Draw Down(%) | NA | 6.46 | 9.32 | 24.33 | 30.60 | NA | NA | … | … | 6.46 | 9.32 | 4.58 | 6.62 | 18.06 | 13.47 | 27.87 | 4.43 | 17.51 | 2.49 | 7.04 | 6.89 | 6.43 | 2.56 | 6.82 | 12.66 | 2.82 |
| Yield(%) | 0.00 | 10.54 | 11.15 | 5.62 | 3.93 | 4.17 | 3.43 | … | … | 0.00 | 11.07 | 11.60 | 10.67 | 1.36 | 0.00 | 0.00 | 2.49 | 4.65 | 0.00 | 0.00 | 3.80 | 1.41 | 0.44 | 1.14 | 0.86 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/05/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPIRX (BOSTON PARTNERS LONG/SHORT RESEARCH FUND INSTITUTIONAL CLASS) |
-5.35%
Oct 2017 – Oct 2020 |
-2.62%
Jan 2018 – Jan 2023 |
1.52%
Oct 2013 – Oct 2023 |
4.76%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPIRX (BOSTON PARTNERS LONG/SHORT RESEARCH FUND INSTITUTIONAL CLASS) |
14.50%
Sep 2011 – Sep 2014 |
9.80%
Sep 2011 – Sep 2016 |
6.73%
Sep 2011 – Sep 2021 |
5.29%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart