Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BPLEX (BOSTON PARTNERS LONG/SHORT EQUITY FUND INVESTOR) | 11.57% | 33.35% | 22.59% | 11.58% | 3.66% | 5.00% | 7.46% | … | … |
Data as of 06/04/2026, Common starting date is 12/30/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BPLEX (BOSTON PARTNERS LONG/SHORT EQUITY FUND INVESTOR) | 12/30/1999 | 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 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.80 | 33.35 | 22.59 | 11.58 | 3.66 | 5.00 | 7.46 | … | … | 11.57 | 27.87 | 12.83 | 14.93 | -7.24 | 25.07 | -34.99 | 8.97 | -15.70 | 2.54 | 22.19 | -1.50 | 4.55 | 7.62 | 12.27 | 5.69 | 26.20 | 80.92 | -21.65 | -4.41 | 16.22 | 16.98 | 7.96 | -2.17 | -0.82 | 24.97 | 59.87 | 2.20 |
| Sharpe Ratio | NA | 2.91 | 1.80 | 0.64 | 0.10 | NA | NA | … | … | 1.92 | 2.02 | 1.00 | 1.17 | -0.43 | 1.46 | -0.77 | 0.96 | -1.56 | 0.22 | 1.84 | -0.18 | 0.60 | 1.42 | 2.18 | 0.45 | 1.64 | 2.80 | -0.63 | -1.08 | 2.35 | 2.84 | 1.25 | -0.44 | -0.20 | 2.07 | 4.47 | NA |
| Standard Deviation(%) | NA | 10.36 | 10.63 | 13.80 | 18.81 | NA | NA | … | … | 12.19 | 12.46 | 9.22 | 9.75 | 20.26 | 17.21 | 45.58 | 7.81 | 11.01 | 8.59 | 11.94 | 8.40 | 7.50 | 5.34 | 5.64 | 12.58 | 15.88 | 28.84 | 35.49 | 7.00 | 5.47 | 5.19 | 5.58 | 6.50 | 9.75 | 11.06 | 12.44 | 0.00 |
| Draw Down(%) | NA | 5.23 | 10.72 | 15.84 | 47.23 | NA | NA | … | … | 5.23 | 10.72 | 5.67 | 7.21 | 15.84 | 10.23 | 37.28 | 6.85 | 21.43 | 9.31 | 7.40 | 7.45 | 8.07 | 4.12 | 2.52 | 7.73 | 16.14 | 24.34 | 39.61 | 10.51 | 6.51 | 2.19 | 7.29 | 6.71 | 14.48 | 8.70 | 5.03 | 0.00 |
| Yield(%) | 0.00 | 11.78 | 19.31 | 10.88 | 5.52 | 6.22 | 7.81 | … | … | 0.00 | 12.61 | 25.76 | 25.17 | 0.00 | 0.00 | 0.00 | 11.00 | 7.40 | 0.83 | 0.00 | 8.89 | 9.19 | 6.43 | 6.75 | 10.52 | 9.75 | 0.00 | 16.86 | 10.74 | 11.11 | 9.42 | 0.00 | 0.00 | 4.29 | 3.94 | 1.43 | 1.58 |
Data as of 06/04/2026, Common starting date is 12/30/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPLEX (BOSTON PARTNERS LONG/SHORT EQUITY FUND INVESTOR) |
-18.54%
Jan 2018 – Jan 2021 |
-7.55%
Jan 2016 – Jan 2021 |
-1.18%
May 2013 – May 2023 |
3.62%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPLEX (BOSTON PARTNERS LONG/SHORT EQUITY FUND INVESTOR) |
40.45%
Feb 2009 – Feb 2012 |
25.46%
Feb 2009 – Feb 2014 |
14.94%
Feb 2000 – Feb 2010 |
13.29%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart