Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BPSCX (BOSTON PARTNERS SMALL CAP VALUE FUND II INVESTOR) | 2.31% | 5.75% | 11.78% | 15.26% | 7.44% | 10.21% | 7.81% | 10.93% |
Data as of 07/18/2025, AR inception is 07/26/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BPSCX (BOSTON PARTNERS SMALL CAP VALUE FUND II INVESTOR) | 07/26/2000 | 07/18/2025 |
| 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.20 | 5.75 | 11.78 | 15.26 | 7.44 | 10.21 | 7.81 | 10.93 | 2.31 | 13.65 | 16.69 | -11.69 | 25.42 | 1.28 | 27.75 | -16.62 | 9.44 | 25.70 | -4.62 | 3.93 | 34.39 | 22.55 | -3.66 | 18.24 | 48.98 | -34.84 | -7.59 | 15.70 | 7.59 | 16.63 | 52.91 | -15.94 | 47.49 | 17.79 |
| Sharpe Ratio | NA | 0.12 | 0.42 | 0.62 | 0.27 | NA | NA | 0.41 | 0.06 | 0.56 | 0.71 | -0.55 | 1.27 | 0.02 | 1.74 | -1.10 | 0.76 | 1.51 | -0.32 | 0.29 | 2.57 | 1.39 | -0.12 | 0.84 | 1.33 | -0.77 | -0.60 | 0.94 | 0.43 | 1.22 | 3.49 | -0.81 | 2.66 | 2.94 |
| Standard Deviation(%) | NA | 21.41 | 19.94 | 20.89 | 22.43 | NA | NA | 22.40 | 22.62 | 18.04 | 18.48 | 24.03 | 20.03 | 45.37 | 15.12 | 16.45 | 11.62 | 16.90 | 14.72 | 13.37 | 13.39 | 16.31 | 30.96 | 21.65 | 36.71 | 46.07 | 18.03 | 13.13 | 12.51 | 12.80 | 14.97 | 21.15 | 17.27 | 14.16 |
| Draw Down(%) | NA | 21.70 | 21.70 | 22.19 | 47.82 | NA | NA | 62.69 | 19.31 | 9.04 | 15.47 | 21.18 | 9.66 | 47.82 | 8.94 | 25.80 | 6.67 | 13.03 | 13.48 | 11.17 | 6.12 | 11.39 | 27.80 | 21.43 | 35.24 | 53.17 | 19.01 | 12.36 | 8.57 | 13.43 | 14.14 | 34.76 | 20.46 | 6.84 |
| Yield(%) | 0.00 | 13.70 | 11.74 | 11.88 | 6.94 | 9.76 | 6.45 | 13.60 | 0.00 | 15.15 | 13.67 | 6.29 | 8.46 | 0.32 | 2.80 | 5.40 | 4.61 | 2.61 | 4.77 | 1.86 | 0.29 | 0.39 | 0.14 | 0.14 | 0.28 | 1.60 | 36.08 | 16.85 | 14.56 | 13.26 | 1.34 | 0.02 | 1.75 | 2.74 |
Data as of 07/18/2025, AR inception is 07/26/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPSCX (BOSTON PARTNERS SMALL CAP VALUE FUND II INVESTOR) |
-19.41%
Feb 2006 - Feb 2009 |
-8.51%
Feb 2004 - Feb 2009 |
4.28%
Mar 2010 - Mar 2020 |
4.44%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPSCX (BOSTON PARTNERS SMALL CAP VALUE FUND II INVESTOR) |
33.43%
Feb 2009 - Feb 2012 |
28.98%
Feb 2009 - Feb 2014 |
16.75%
Feb 2009 - Feb 2019 |
13.60%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart