Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BGRSX (BOSTON PARTNERS GLOBAL LONG/SHORT FUND INVESTOR CLASS) | NA | 1.02% | 7.97% | 8.01% | 4.83% | NA | NA | … | … |
Data as of 12/30/2024, Common starting date is 04/15/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGRSX (BOSTON PARTNERS GLOBAL LONG/SHORT FUND INVESTOR CLASS) | 04/15/2014 | 12/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.02 | 7.97 | 8.01 | 4.83 | NA | NA | … | … | 0.49 | 8.12 | 15.78 | 17.42 | -0.74 | 4.27 | -9.38 | 7.23 | 2.10 | 6.26 | 2.95 |
| Sharpe Ratio | NA | -0.57 | 0.42 | 0.45 | 0.33 | NA | NA | … | … | -0.57 | 0.59 | 1.47 | 1.61 | -0.05 | 0.60 | -1.31 | 1.74 | 0.31 | 0.94 | 0.69 |
| Standard Deviation(%) | NA | 10.75 | 9.24 | 12.45 | 9.80 | NA | NA | … | … | 10.75 | 6.63 | 9.84 | 10.82 | 20.03 | 4.74 | 8.22 | 3.82 | 6.06 | 6.60 | 6.01 |
| Draw Down(%) | NA | 9.67 | 9.67 | 25.32 | 31.70 | NA | NA | … | … | 9.67 | 5.47 | 8.75 | 6.94 | 25.32 | 3.43 | 14.54 | 1.96 | 4.38 | 4.35 | 4.95 |
| Yield(%) | 0.00 | 0.83 | 1.68 | 1.17 | 0.98 | 0.67 | 0.51 | … | … | 0.83 | 1.42 | 2.41 | 0.00 | 0.00 | 1.00 | 1.73 | 0.00 | 0.14 | 0.43 | 0.00 |
Data as of 12/30/2024, Common starting date is 04/15/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGRSX (BOSTON PARTNERS GLOBAL LONG/SHORT FUND INVESTOR CLASS) |
-6.43%
Mar 2017 – Mar 2020 |
-2.20%
Oct 2015 – Oct 2020 |
4.79%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGRSX (BOSTON PARTNERS GLOBAL LONG/SHORT FUND INVESTOR CLASS) |
17.76%
Mar 2020 – Mar 2023 |
10.51%
May 2019 – May 2024 |
5.72%
May 2014 – May 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart