BOSTON PARTNERS SMALL CAP VALUE FUND II INVESTOR (BPSCX)

  • Overview
  • Dividends
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Overview


BOSTON PARTNERS SMALL CAP VALUE FUND II INVESTOR started on 07/26/2000
BOSTON PARTNERS SMALL CAP VALUE FUND II INVESTOR is classified as asset class SMALL VALUE
BOSTON PARTNERS SMALL CAP VALUE FUND II INVESTOR expense ratio is 0.99%
BOSTON PARTNERS SMALL CAP VALUE FUND II INVESTOR rating is
(57%)

Dividends


BOSTON PARTNERS SMALL CAP VALUE FUND II INVESTOR (BPSCX) Dividend Info

BOSTON PARTNERS SMALL CAP VALUE FUND II INVESTOR (BPSCX) dividend growth in the last 12 months is -12.78%

The trailing 12-month yield of BOSTON PARTNERS SMALL CAP VALUE FUND II INVESTOR is 0.61%. its dividend history:

Pay Date Cash Amount
Dec 13, 2024 $0.157
Dec 14, 2023 $0.18
Dec 08, 2022 $0.187
Dec 09, 2021 $0.039
Dec 10, 2020 $0.079
Dec 12, 2019 $0.556
Dec 13, 2018 $1.368
Dec 14, 2017 $1.117
Dec 15, 2016 $0.502
Dec 17, 2015 $1.022
Dec 18, 2014 $0.387
Dec 19, 2013 $0.046
Dec 18, 2012 $0.051
Dec 15, 2011 $0.019
Dec 16, 2010 $0.016
Dec 17, 2009 $0.022
Dec 18, 2008 $0.189
Dec 19, 2007 $7.699
Dec 19, 2006 $3.686
Dec 22, 2005 $3.358
Dec 21, 2004 $3.025
Dec 18, 2003 $0.205
Dec 19, 2002 $0.004
Dec 20, 2001 $0.211
Dec 21, 2000 $0.291

Dividend Growth History for BOSTON PARTNERS SMALL CAP VALUE FUND II INVESTOR (BPSCX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2024
2024 $0.157 0.65% -12.78% -
2023 $0.18 0.76% -3.74% -12.78%
2022 $0.187 0.64% 379.49% -8.37%
2021 $0.039 0.16% -50.63% 59.08%
2020 $0.079 0.32% -85.79% 18.73%
2019 $0.556 2.80% -59.36% -22.35%
2018 $1.368 5.40% 22.47% -30.29%
2017 $1.117 4.61% 122.51% -24.44%
2016 $0.502 2.61% -50.88% -13.52%
2015 $1.022 4.77% 164.08% -18.79%
2014 $0.387 1.86% 741.30% -8.63%
2013 $0.046 0.29% -9.80% 11.81%
2012 $0.051 0.39% 168.42% 9.82%
2011 $0.019 0.14% 18.75% 17.64%
2010 $0.016 0.14% -27.27% 17.72%
2009 $0.022 0.28% -88.36% 14.00%
2008 $0.189 1.60% -97.55% -1.15%
2007 $7.699 36.08% 108.87% -20.47%
2006 $3.686 16.85% 9.77% -16.08%
2005 $3.358 14.56% 11.01% -14.89%
2004 $3.025 13.26% 1,375.61% -13.75%
2003 $0.205 1.34% 5,025.00% -1.26%
2002 $0.004 0.02% -98.10% 18.15%
2001 $0.211 1.75% -27.49% -1.28%
2000 $0.291 2.74% - -2.54%

Dividend Growth Chart for BOSTON PARTNERS SMALL CAP VALUE FUND II INVESTOR (BPSCX)

BOSTON PARTNERS SMALL CAP VALUE FUND II INVESTOR (BPSCX) Dividend Calculator

$
Total Dividend Accrued
$ 1,460.00
Annualized Dividend Yield
10.68 %

Performance


BOSTON PARTNERS SMALL CAP VALUE FUND II INVESTOR (BPSCX) Historical Returns And Risk Info

From 07/26/2000 to 05/13/2025, the compound annualized total return (dividend reinvested) of BOSTON PARTNERS SMALL CAP VALUE FUND II INVESTOR (BPSCX) is 8.722%. Its cumulative total return (dividend reinvested) is 691.903%.

From 07/26/2000 to 05/13/2025, the Maximum Drawdown of BOSTON PARTNERS SMALL CAP VALUE FUND II INVESTOR (BPSCX) is 62.7%.

From 07/26/2000 to 05/13/2025, the Sharpe Ratio of BOSTON PARTNERS SMALL CAP VALUE FUND II INVESTOR (BPSCX) is 0.32.

From 07/26/2000 to 05/13/2025, the Annualized Standard Deviation of BOSTON PARTNERS SMALL CAP VALUE FUND II INVESTOR (BPSCX) is 22.8%.

From 07/26/2000 to 05/13/2025, the Beta of BOSTON PARTNERS SMALL CAP VALUE FUND II INVESTOR (BPSCX) is 0.94.

The return data shown below all have the same latest date: 05/13/2025.
AR inception is since 07/26/2000.
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) -1.11% -5.19% -2.22% 10.25% 3.03% 6.06% 6.15% 9.00%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) 0.49% 14.10% 15.10% 17.58% 12.75% 13.45% 10.50% 7.96%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 3.61% 9.82% 8.49% 8.56% 6.10% 6.92% 6.14% 5.62%

Return Calculator for BOSTON PARTNERS SMALL CAP VALUE FUND II INVESTOR (BPSCX)

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BOSTON PARTNERS SMALL CAP VALUE FUND II INVESTOR (BPSCX) Historical Return Chart


Calculators


Dollar Cost Average Calculator for BOSTON PARTNERS SMALL CAP VALUE FUND II INVESTOR (BPSCX)

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Retirement Spending Calculator for BOSTON PARTNERS SMALL CAP VALUE FUND II INVESTOR (BPSCX)

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Rolling Returns


BOSTON PARTNERS SMALL CAP VALUE FUND II INVESTOR (BPSCX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 07/26/2000 to 05/13/2025, the worst annualized return of 3-year rolling returns for BOSTON PARTNERS SMALL CAP VALUE FUND II INVESTOR (BPSCX) is -19.41%.
From 07/26/2000 to 05/13/2025, the worst annualized return of 5-year rolling returns for BOSTON PARTNERS SMALL CAP VALUE FUND II INVESTOR (BPSCX) is -8.51%.
From 07/26/2000 to 05/13/2025, the worst annualized return of 10-year rolling returns for BOSTON PARTNERS SMALL CAP VALUE FUND II INVESTOR (BPSCX) is 2.34%.
From 07/26/2000 to 05/13/2025, the worst annualized return of 20-year rolling returns for BOSTON PARTNERS SMALL CAP VALUE FUND II INVESTOR (BPSCX) is 5.63%.

Drawdowns


BOSTON PARTNERS SMALL CAP VALUE FUND II INVESTOR (BPSCX) Maximum Drawdown




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