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BPAIX · Boston Partners All Cap Value Fund Institutional Class
Over the last 15 years (2011-09 to 2026-10), $10,000 invested in BPAIX with dividends reinvested grew to $33,561, 8.31% a year, with a worst peak-to-trough fall of -28.57%. Past performance doesn't predict future results.
Growth of $10,000 · 2011-09 to 2026-10 · dividends reinvested
How BPAIX held up in past market crashes
BPAIX has been through 4 of the market crashes since 2000 in our data. Its deepest price fall was 54.5% in the 2008 financial crisis, when the S&P 500 fell 56.5%. It took 4.0 years from the bottom to get back to its high. No fund is safe from losses; past falls do not predict future ones.
| Crash | BPAIX deepest fall | S&P 500 (SPY) | Peak to bottom | Back to peak |
|---|---|---|---|---|
| 2008 financial crisis | -54.5% | -56.5% | Oct 2007 to Mar 2009 | 4.0 years |
| 2018 fourth-quarter selloff | -27.0% | -20.2% | Sep 2018 to Dec 2018 | 2.0 years |
| 2020 COVID crash | -39.7% | -34.1% | Feb 2020 to Mar 2020 | 8 months |
| 2022 bear market | -17.3% | -25.4% | Jan 2022 to Sep 2022 | 2.1 years |
Price declines in the fund's listing currency, dividends not included, inside each crash's S&P 500 peak-to-bottom window. See how 50 popular ETFs compare in the crash study.
About BPAIX
Boston Partners All Cap Value Fund Institutional Class is an actively managed mutual fund focused on long-term capital growth primarily through investments in equity securities across all market capitalizations, emphasizing value stocks. The fund targets companies with attractive valuations relative to their fundamentals within a diversified portfolio spanning large, mid, and small-cap sectors. With a large value investment style, it holds a significant portion of assets in sectors like financial services, healthcare, technology, basic materials, and consumer cyclical industries. Its portfolio includes notable holdings such as Alphabet Inc., JPMorgan Chase, and Johnson & Johnson, reflecting a diversified approach to value investing. Operating since 2002, this institutional-class fund serves investors seeking exposure to a broad spectrum of U.S. equities with a disciplined value orientation and is characterized by a moderate turnover and an expense ratio typical for institutional funds. It plays an important role in the financial market by providing a vehicle for institutions to access a diversified, value-driven equity portfolio managed by experienced investment professionals at Boston Partners.
Put BPAIX to the test
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Backtest BPAIX →
Full history, any date range, benchmarks, drawdowns, rolling returns.
Would BPAIX survive 2008? →
What actually happened to it in the crisis: real drawdown and recovery.
Project it forward →
Monte Carlo simulation of where it could go from here.
Compare BPAIX vs VTI →
Head-to-head against the total US market.
Replay $100/mo into BPAIX →
Animated growth of steady monthly contributions.
Fundamentals →
Holdings-level financials where available.
Educational use only, not investment advice. Results are hypothetical.Read full disclaimer
This tool is for educational and informational purposes only and does not provide financial, investment, tax, legal, or accounting advice. Results are hypothetical and based on historical data and assumptions that may be inaccurate. Past performance does not guarantee future results. Consult a licensed professional before making investment decisions.