Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BPSIX (BOSTON PARTNERS SMALL CAP VALUE FUND II INSTITUTIONAL) | 11.88% | 23.29% | 17.20% | 4.20% | 8.30% | 9.07% | 7.79% | … | … |
Data as of 06/04/2026, Common starting date is 12/22/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BPSIX (BOSTON PARTNERS SMALL CAP VALUE FUND II INSTITUTIONAL) | 12/22/1999 | 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 (%) | 1.71 | 23.29 | 17.20 | 4.20 | 8.30 | 9.07 | 7.79 | … | … | 11.88 | 7.44 | 13.95 | 16.98 | -16.87 | 17.85 | 1.57 | 28.05 | -16.41 | 9.73 | 25.99 | -4.39 | 4.24 | 34.73 | 22.88 | -3.42 | 18.50 | 49.38 | -34.69 | -7.33 | 15.98 | 7.84 | 16.99 | 53.21 | -15.69 | 47.86 | 44.60 | 4.76 |
| Sharpe Ratio | NA | 1.13 | 0.75 | 0.07 | 0.29 | NA | NA | … | … | 1.37 | 0.23 | 0.57 | 0.73 | -0.74 | 0.83 | 0.03 | 1.75 | -1.09 | 0.79 | 1.52 | -0.30 | 0.32 | 2.58 | 1.42 | -0.11 | 0.85 | 1.35 | -0.77 | -0.58 | 0.96 | 0.44 | 1.25 | 3.51 | -0.80 | 2.68 | 2.15 | 47.72 |
| Standard Deviation(%) | NA | 15.82 | 18.27 | 20.20 | 22.53 | NA | NA | … | … | 16.00 | 19.86 | 18.05 | 18.51 | 24.77 | 21.46 | 45.38 | 15.16 | 16.44 | 11.57 | 16.92 | 14.72 | 13.37 | 13.47 | 16.27 | 30.97 | 21.65 | 36.64 | 46.01 | 18.05 | 13.11 | 12.54 | 12.79 | 14.96 | 21.11 | 17.27 | 18.81 | 12.56 |
| Draw Down(%) | NA | 10.39 | 21.62 | 28.88 | 47.80 | NA | NA | … | … | 9.08 | 19.30 | 9.04 | 15.41 | 21.03 | 15.27 | 47.80 | 8.90 | 25.68 | 6.63 | 13.05 | 13.43 | 11.10 | 6.06 | 11.36 | 27.77 | 21.32 | 35.14 | 53.05 | 18.91 | 12.31 | 8.53 | 13.36 | 14.15 | 34.70 | 20.44 | 7.14 | 0.07 |
| Yield(%) | 0.00 | 7.76 | 12.03 | 5.66 | 6.18 | 7.09 | 5.83 | … | … | 0.00 | 7.60 | 14.52 | 13.23 | 0.84 | 0.47 | 0.54 | 3.00 | 5.42 | 4.68 | 2.78 | 4.83 | 2.01 | 0.53 | 0.67 | 0.38 | 0.34 | 0.56 | 1.82 | 35.38 | 16.86 | 14.62 | 13.12 | 1.33 | 0.02 | 1.75 | 3.40 | 0.05 |
Data as of 06/04/2026, Common starting date is 12/22/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPSIX (BOSTON PARTNERS SMALL CAP VALUE FUND II INSTITUTIONAL) |
-19.19%
Feb 2006 – Feb 2009 |
-8.27%
Feb 2004 – Feb 2009 |
4.45%
Oct 2013 – Oct 2023 |
4.70%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPSIX (BOSTON PARTNERS SMALL CAP VALUE FUND II INSTITUTIONAL) |
33.75%
Feb 2009 – Feb 2012 |
29.28%
Feb 2009 – Feb 2014 |
17.03%
Feb 2009 – Feb 2019 |
14.19%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison Chart