BPIRX Performance — Boston Partners Long/Short Research Fund, Institutional Class
Data updated: 2026-07-28
BPIRX returned +3.07% year to date and +13.05% over one year to May 2026. Annualised returns are +13.99% over 3 years and +10.15% over 5 years. The fund trailed its US Large Blend category average: $100 invested three years ago grew to $148, against $165 for the category, and to $113 over one year, against $122. Volatility over the past three years was 8.12% a year. In the 12 months to May 2026 the fund took in a net $55.5M, and assets reached $588.06M.
BPIRX Growth of $100
What $100 invested in Boston Partners Long/Short Research Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Large Blend category average over the same months.
| Period | BPIRX | Category average |
|---|---|---|
| 1 year (Jun 2025 – May 2026) | $113 | $122 |
| 3 years (Jun 2023 – May 2026) | $148 | $165 |
| 5 years (Jun 2021 – May 2026) | $162 | $164 |
| Since data start (Sep 2019 – May 2026) | $183 | $229 |
BPIRX Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +3.07% |
| 1 year | +13.05% |
| 3 years (annualised) | +13.99% |
| 5 years (annualised) | +10.15% |
BPIRX Annual Returns
Calendar-year total returns of Boston Partners Long/Short Research Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–May) | +3.07% |
| 2025 | +14.97% |
| 2024 | +13.50% |
| 2023 | +4.74% |
| 2022 | +6.47% |
| 2021 | +23.77% |
| 2020 | −8.24% |
| 2019 (Sep–Dec) | +7.22% |
BPIRX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.4% | +2.3% | −5.2% | +4.7% | −0.8% | — | — | — | — | — | — | — |
| 2025 | +3.7% | −0.2% | −2.0% | −0.6% | +4.0% | +2.1% | −0.4% | +2.5% | +3.5% | −0.5% | +1.2% | +0.8% |
| 2024 | +2.6% | +1.9% | +4.0% | −2.6% | +3.2% | −0.2% | +2.7% | +1.7% | +0.5% | +0.1% | +3.4% | −4.3% |
| 2023 | +0.6% | −2.1% | −0.7% | −0.1% | −2.6% | +3.8% | +0.8% | +1.1% | −0.6% | −0.8% | +3.5% | +2.1% |
| 2022 | +2.3% | +0.7% | +0.1% | −1.5% | +3.5% | −5.4% | +1.7% | −1.2% | −3.6% | +7.1% | +3.6% | −0.4% |
| 2021 | −3.7% | +5.6% | +5.1% | +3.9% | +3.1% | −0.4% | −0.5% | +1.8% | +0.2% | +3.4% | −1.4% | +5.0% |
| 2020 | −3.0% | −5.7% | −10.9% | +2.2% | −0.8% | −1.1% | +0.9% | +1.7% | −2.2% | −0.4% | +8.9% | +3.2% |
| 2019 | — | — | — | — | — | — | — | — | +2.4% | +0.8% | +1.8% | +2.0% |
BPIRX Risk
Risk measures from monthly returns over Jun 2023 – May 2026.
- 3-year volatility (annualised): 8.12%
- 3-year Sharpe ratio: 1.17 (vs 4.5% risk-free rate)
- Best month: +4.66% (Apr 2026)
- Worst month: −5.17% (Mar 2026)
BPIRX Fund Flows
Monthly money in and out of Boston Partners Long/Short Research Fund, from SEC Form N-PORT.
- 12-month net flow: $55.5M
- 12-month gross sales (incl. reinvestments): $152.4M
- Sales ÷ redemptions: 1.57×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| May 2026 | $7.0M | $6.2M | $871K |
| Apr 2026 | $6.6M | $11.1M | −$4.5M |
| Mar 2026 | $8.0M | $12.0M | −$4.1M |
| Feb 2026 | $5.9M | $5.9M | −$24K |
| Jan 2026 | $45.1M | $7.0M | $38.2M |
| Dec 2025 | $43.1M | $17.1M | $26.1M |
| Nov 2025 | $3.9M | $5.8M | −$2.0M |
| Oct 2025 | $8.2M | $4.0M | $4.1M |
| Sep 2025 | $5.3M | $5.1M | $203K |
| Aug 2025 | $3.8M | $8.4M | −$4.6M |
| Jul 2025 | $8.2M | $6.2M | $2.0M |
| Jun 2025 | $7.4M | $8.1M | −$708K |
BPIRX Assets Under Management
Net assets of Boston Partners Long/Short Research Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-05-31 | $588.06M |
| 2026-02-28 | $605.38M |
| 2025-11-30 | $564.67M |
| 2025-08-31 | $538.91M |
| 2025-05-31 | $519.85M |
| 2025-02-28 | $595.84M |
| 2024-11-30 | $626.98M |
| 2024-08-31 | $592.65M |
| 2024-05-31 | $560.89M |
| 2024-02-29 | $554.02M |
| 2023-11-30 | $675.02M |
| 2023-08-31 | $696.32M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.