Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BPLSX (BOSTON PARTNERS LONG/SHORT EQUITY FUND INSTITUTIONAL) | 11.62% | 33.68% | 22.92% | 12.55% | 4.67% | 5.77% | 8.15% | … | … |
Data as of 06/04/2026, Common starting date is 12/30/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BPLSX (BOSTON PARTNERS LONG/SHORT EQUITY FUND INSTITUTIONAL) | 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 (%) | 3.77 | 33.68 | 22.92 | 12.55 | 4.67 | 5.77 | 8.15 | … | … | 11.62 | 28.27 | 13.13 | 15.22 | -4.88 | 26.31 | -31.95 | 9.22 | -15.47 | 2.76 | 22.48 | -1.20 | 4.78 | 7.93 | 12.49 | 5.98 | 26.50 | 82.37 | -21.47 | -4.24 | 16.60 | 17.25 | 8.21 | -1.96 | -0.50 | 25.24 | 60.20 | 2.40 |
| Sharpe Ratio | NA | 2.95 | 1.84 | 0.74 | 0.17 | NA | NA | … | … | 1.94 | 2.06 | 1.04 | 1.20 | -0.34 | 1.54 | -0.76 | 0.99 | -1.53 | 0.25 | 1.86 | -0.15 | 0.64 | 1.48 | 2.22 | 0.47 | 1.66 | 2.85 | -0.63 | -1.06 | 2.43 | 2.94 | 1.28 | -0.41 | -0.17 | 2.10 | 4.51 | NA |
| Standard Deviation(%) | NA | 10.35 | 10.58 | 13.30 | 17.88 | NA | NA | … | … | 12.21 | 12.36 | 9.17 | 9.69 | 18.80 | 17.02 | 42.47 | 7.85 | 11.09 | 8.56 | 11.98 | 8.38 | 7.48 | 5.34 | 5.66 | 12.55 | 15.90 | 28.85 | 35.58 | 6.99 | 5.45 | 5.10 | 5.66 | 6.53 | 9.75 | 11.07 | 12.42 | 0.00 |
| Draw Down(%) | NA | 5.23 | 10.63 | 13.86 | 44.48 | NA | NA | … | … | 5.23 | 10.63 | 5.58 | 7.14 | 13.86 | 10.22 | 34.36 | 6.84 | 21.23 | 9.24 | 7.39 | 7.37 | 7.99 | 4.08 | 2.50 | 7.67 | 16.10 | 24.31 | 39.53 | 10.46 | 6.39 | 2.17 | 7.26 | 6.70 | 14.39 | 8.64 | 5.13 | 0.00 |
| Yield(%) | 0.00 | 8.79 | 16.17 | 9.43 | 5.14 | 5.99 | 7.74 | … | … | 0.00 | 9.42 | 20.62 | 21.10 | 0.00 | 0.00 | 0.00 | 10.04 | 6.83 | 0.77 | 0.00 | 8.32 | 8.67 | 6.10 | 6.44 | 10.11 | 9.43 | 0.00 | 16.56 | 10.60 | 11.01 | 9.36 | 0.00 | 0.00 | 4.47 | 4.03 | 1.69 | 1.78 |
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 |
|---|---|---|---|---|
| BPLSX (BOSTON PARTNERS LONG/SHORT EQUITY FUND INSTITUTIONAL) |
-17.16%
Jan 2018 – Jan 2021 |
-6.52%
Jan 2016 – Jan 2021 |
-0.45%
Jan 2011 – Jan 2021 |
4.38%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPLSX (BOSTON PARTNERS LONG/SHORT EQUITY FUND INSTITUTIONAL) |
41.03%
Feb 2009 – Feb 2012 |
25.89%
Feb 2009 – Feb 2014 |
15.28%
Feb 2000 – Feb 2010 |
13.61%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart