Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BPRRX (BOSTON PARTNERS LONG/SHORT RESEARCH FUND INVESTOR CLASS) | 7.14% | -0.21% | -2.53% | 2.41% | 4.85% | NA | NA | 6.50% |
Data as of 07/25/2025, AR inception 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 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.51 | -0.21 | -2.53 | 2.41 | 4.85 | NA | NA | 6.50 | 7.14 | 2.24 | -4.33 | -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 | -0.23 | -0.37 | 0.02 | 0.22 | NA | NA | 0.38 | 0.80 | -0.35 | -0.73 | -0.59 | 0.52 | -0.41 | 2.89 | -1.26 | 2.15 | 0.44 | 0.13 | 1.08 | 3.00 | 1.77 | 0.21 | 6.09 |
| Standard Deviation(%) | NA | 14.92 | 16.03 | 15.69 | 15.54 | NA | NA | 13.81 | 12.55 | 12.48 | 11.80 | 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 | 17.97 | 23.09 | 26.29 | 27.90 | NA | NA | 27.90 | 9.33 | 13.88 | 8.77 | 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 | 0.69 | 1.25 | 0.92 | 5.29 | 5.42 | 4.07 | 5.81 | 0.00 | 0.75 | 2.27 | 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 07/25/2025, AR inception 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) |
-5.30%
Mar 2022 - Mar 2025 |
-2.90%
Dec 2019 - Dec 2024 |
4.17%
Apr 2015 - Apr 2025 |
0.00%
NA |
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 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart