See what your fund actually adds
Boston Partners Long/Short Equity Fund Investor Class BPLEX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | BPLEX | Replication |
|---|---|---|
| Annualized growth | 19.0% | 8.5% |
| Annualized volatility | 11.0% | 10.3% |
| Sharpe ratio | 1.63 | 0.85 |
| Maximum drawdown | 11.6% | 17.3% |
| Replication fit (R²) | 0.74 · Tracking error 5.7% | |
Replication portfolio
The published portfolio below is the investable basket used to model BPLEX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VTV | Style · Value | 39.4% |
| SPHY | FI · High Yield | 24.9% |
| EMLC | FI · EM Local Currency | 14.8% |
| XLF | Sector · Financials | 10.5% |
| EFV | Intl · Value | 10.4% |