Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BPAIX (BOSTON PARTNERS ALL-CAP VALUE FUND INSTITUTIONAL) | 10.23% | 24.37% | 17.15% | 10.02% | 11.61% | 11.95% | 10.26% | … | … |
Data as of 06/05/2026, Common starting date is 07/02/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BPAIX (BOSTON PARTNERS ALL-CAP VALUE FUND INSTITUTIONAL) | 07/02/2002 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.21 | 24.37 | 17.15 | 10.02 | 11.61 | 11.95 | 10.26 | … | … | 10.23 | 17.45 | 9.94 | 12.52 | -2.40 | 25.56 | 4.07 | 27.92 | -11.87 | 17.85 | 14.83 | 0.83 | 12.38 | 39.12 | 15.83 | -1.39 | 13.42 | 30.97 | -27.26 | 1.48 | 17.63 | 9.88 | 20.57 | 36.38 | -4.38 |
| Sharpe Ratio | NA | 1.79 | 1.04 | 0.49 | 0.54 | NA | NA | … | … | 1.70 | 0.90 | 0.55 | 0.72 | -0.19 | 1.65 | 0.10 | 2.01 | -0.79 | 2.14 | 0.96 | 0.05 | 1.02 | 3.38 | 1.16 | -0.06 | 0.73 | 1.12 | -0.74 | -0.12 | 1.62 | 0.83 | 2.10 | 2.80 | -0.43 |
| Standard Deviation(%) | NA | 12.11 | 13.32 | 15.37 | 18.44 | NA | NA | … | … | 13.54 | 16.23 | 11.48 | 12.46 | 20.65 | 15.47 | 38.44 | 13.18 | 16.77 | 8.06 | 15.27 | 15.54 | 12.07 | 11.57 | 13.73 | 25.39 | 18.38 | 27.50 | 38.12 | 13.72 | 8.81 | 9.21 | 9.34 | 12.72 | 22.47 |
| Draw Down(%) | NA | 9.37 | 14.15 | 17.28 | 40.61 | NA | NA | … | … | 9.37 | 14.13 | 6.74 | 10.12 | 17.28 | 6.88 | 40.61 | 8.13 | 22.91 | 3.59 | 13.28 | 12.76 | 9.49 | 4.66 | 11.03 | 22.58 | 16.40 | 27.66 | 43.10 | 10.14 | 7.98 | 5.77 | 6.14 | 12.51 | 16.91 |
| Yield(%) | 0.00 | 9.55 | 10.64 | 8.17 | 8.44 | 9.99 | 8.87 | … | … | 0.00 | 9.95 | 10.43 | 11.30 | 7.71 | 6.56 | 1.64 | 3.25 | 5.50 | 4.78 | 4.41 | 6.30 | 5.47 | 4.96 | 2.62 | 6.59 | 2.09 | 1.22 | 1.38 | 9.70 | 9.53 | 7.23 | 5.24 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 07/02/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPAIX (BOSTON PARTNERS ALL-CAP VALUE FUND INSTITUTIONAL) |
-11.16%
Feb 2006 – Feb 2009 |
-2.05%
Feb 2004 – Feb 2009 |
7.50%
Jan 2006 – Jan 2016 |
7.03%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPAIX (BOSTON PARTNERS ALL-CAP VALUE FUND INSTITUTIONAL) |
25.56%
Mar 2003 – Mar 2006 |
23.50%
Feb 2009 – Feb 2014 |
15.73%
Feb 2009 – Feb 2019 |
14.21%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart