Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BPRRX (BOSTON PARTNERS LONG/SHORT RESEARCH FUND INVESTOR CLASS) | 4.44% | 14.10% | 13.83% | 3.34% | 7.93% | 7.79% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/01/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BPRRX (BOSTON PARTNERS LONG/SHORT RESEARCH FUND INVESTOR CLASS) | 12/01/2010 | 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 (%) | 1.68 | 14.10 | 13.83 | 3.34 | 7.93 | 7.79 | NA | … | … | 4.44 | 14.59 | 13.27 | 4.46 | -11.59 | 9.07 | -8.49 | 70.59 | -10.80 | 9.65 | 3.54 | 1.07 | 7.07 | 17.45 | 13.13 | 3.13 | 2.00 |
| Sharpe Ratio | NA | 1.31 | 1.15 | 0.06 | 0.41 | NA | NA | … | … | 0.52 | 1.11 | 1.36 | 0.10 | -0.60 | 0.52 | -0.41 | 2.88 | -1.26 | 2.14 | 0.44 | 0.13 | 1.08 | 3.00 | 1.77 | 0.21 | 6.09 |
| Standard Deviation(%) | NA | 8.05 | 8.62 | 13.97 | 14.90 | NA | NA | … | … | 9.24 | 10.62 | 7.12 | 7.82 | 21.89 | 17.37 | 21.44 | 23.96 | 9.68 | 4.21 | 7.58 | 8.17 | 6.53 | 5.81 | 7.46 | 14.75 | 4.40 |
| Draw Down(%) | NA | 6.47 | 9.33 | 25.27 | 27.90 | NA | NA | … | … | 6.47 | 9.33 | 4.59 | 6.65 | 18.60 | 13.83 | 27.90 | 4.46 | 17.68 | 2.53 | 7.00 | 6.96 | 6.49 | 2.51 | 6.84 | 12.77 | 0.37 |
| Yield(%) | 0.00 | 11.06 | 11.45 | 5.65 | 7.80 | 7.56 | 6.01 | … | … | 0.00 | 11.61 | 11.92 | 10.85 | 1.17 | 0.00 | 0.00 | 43.03 | 4.65 | 0.00 | 0.00 | 3.84 | 1.42 | 0.44 | 1.14 | 0.86 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/01/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPRRX (BOSTON PARTNERS LONG/SHORT RESEARCH FUND INVESTOR CLASS) |
-4.09%
Dec 2019 – Dec 2022 |
0.70%
Apr 2019 – Apr 2024 |
5.48%
Oct 2013 – Oct 2023 |
7.39%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPRRX (BOSTON PARTNERS LONG/SHORT RESEARCH FUND INVESTOR CLASS) |
20.88%
Oct 2018 – Oct 2021 |
13.38%
Oct 2016 – Oct 2021 |
11.00%
Sep 2011 – Sep 2021 |
7.80%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart