Nasdaq - Delayed Quote USD

Boston Partners Global Equity Instl (BPGIX)

26.48
+0.33
+(1.26%)
At close: 8:00:08 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 14.69%
5y Average Return 18.25%
Number of Years Up 11
Number of Years Down 2
Best 1Y Total Return (May 14, 2025) 32.67%
Worst 1Y Total Return (May 14, 2025) --
Best 3Y Total Return 32.67%
Worst 3Y Total Return 2.13%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BPGIX
Category
YTD
11.32%
14.38%
1-Month
2.26%
-1.21%
3-Month
6.28%
5.03%
1-Year
13.98%
39.50%
3-Year
11.93%
9.11%
5-Year
16.60%
10.10%
10-Year
7.73%
7.90%
Last Bull Market
6.79%
15.53%
Last Bear Market
-10.24%
-17.52%

Annual Total Return (%) History

Year
BPGIX
Category
2025
--
--
2024
7.21%
--
2023
14.11%
--
2022
-3.07%
--
2021
21.76%
--
2020
3.26%
2.50%
2019
18.77%
20.73%
2018
-13.15%
-10.41%

2017
20.37%
18.90%
2016
8.50%
9.24%
2015
0.80%
-3.06%
2014
4.34%
3.61%
2013
32.67%
25.36%
2012
15.34%
14.28%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 8.86% -- -- --
2024 7.92% -1.91% 7.99% -6.22%
2023 3.56% 2.42% -1.70% 9.45%
2022 -1.43% -10.24% -7.68% 18.66%
2021 12.70% 4.67% -1.70% 5.00%
2020 -29.53% 16.19% 3.54% 21.81%
2019 8.75% 1.87% 0.12% 7.09%
2018 -1.14% -1.10% 4.33% -14.86%
2017 5.70% 3.88% 3.62% 5.80%
2016 -0.07% 0.48% 6.66% 1.31%

2015 3.63% 2.44% -9.22% 4.59%
2014 1.71% 3.23% -2.47% 1.90%
2013 9.54% 1.37% 8.91% 9.70%
2012 11.70% -5.91% 7.52% 2.07%

Rank in Category (By Total Return)

YTD 5
1-Month 5
3-Month 8
1-Year 29
3-Year 18
5-Year 10

Load Adjusted Returns

1-Year 13.98%
3-Year 11.93%
5-Year 16.60%
10-Year 7.73%

Performance & Risk

YTD Return 14.69%
5y Average Return 18.25%
Rank in Category (ytd) 5
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Value
Fund Family Boston Partners
Net Assets 251.31M
YTD Return 11.32%
Yield 1.80%
Morningstar Rating
Inception Date Dec 30, 2011

Fund Summary

The Advisor pursues the fund's objective by investing, under normal circumstances, at least 80% of its net assets (including borrowings for investment purposes) in a diversified portfolio of equity and equity-related securities issued by U.S. and non-U.S. companies of any capitalization size.

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