Nasdaq - Delayed Quote USD

Boston Partners Long/Short Equity Instl (BPLSX)

15.60 +0.11 (+0.71%)
At close: 6:26:33 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 18.06%
5y Average Return 12.92%
Number of Years Up 17
Number of Years Down 8
Best 1Y Total Return (Dec 10, 2024) 82.37%
Worst 1Y Total Return (Dec 10, 2024) --
Best 3Y Total Return 82.37%
Worst 3Y Total Return -4.76%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BPLSX
Category
YTD
18.75%
9.18%
1-Month
3.38%
-0.20%
3-Month
3.59%
3.85%
1-Year
23.42%
22.90%
3-Year
17.08%
7.45%
5-Year
13.22%
7.00%
10-Year
7.65%
4.81%
Last Bull Market
15.67%
11.80%
Last Bear Market
-3.66%
-12.04%

Annual Total Return (%) History

Year
BPLSX
Category
2024
--
--
2023
15.20%
--
2022
7.20%
--
2021
32.03%
--
2020
-6.35%
7.89%
2019
9.12%
11.90%
2018
-15.47%
-6.29%
2017
2.77%
11.18%

2016
22.48%
2.34%
2015
-1.09%
-2.02%
2014
4.72%
2.92%
2013
7.90%
14.62%
2012
12.47%
5.15%
2011
5.92%
-2.81%
2010
26.44%
4.13%
2009
82.37%
10.46%
2008
-21.15%
-15.40%
2007
-4.24%
4.42%
2006
16.60%
7.23%
2005
17.26%
4.77%
2004
8.21%
5.06%
2003
-1.96%
8.46%
2002
-0.51%
2.05%
2001
25.24%
5.37%
2000
60.20%
9.57%
1999
-12.82%
3.99%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.56% -1.01% 11.09% --
2023 2.14% 1.47% 2.00% 8.98%
2022 3.66% -3.66% -5.64% 13.76%
2021 13.28% 2.72% 4.34% 8.73%
2020 -19.48% 7.97% -2.15% 10.08%
2019 3.92% 0.22% 0.78% 3.96%
2018 -5.16% -0.90% -1.96% -8.26%
2017 -0.41% -3.63% 4.20% 2.77%
2016 8.30% 0.78% 2.93% 9.03%
2015 -4.11% 1.22% 0.58% 1.32%

2014 2.53% 6.08% -2.20% -1.56%
2013 6.00% 0.09% -2.01% 3.78%
2012 5.57% 0.65% 2.42% 3.35%
2011 1.76% 1.08% -4.63% 7.98%
2010 9.84% -9.97% 12.68% 13.47%
2009 0.75% 38.60% 25.78% 3.83%
2008 -3.83% -0.55% 2.34% -19.45%
2007 1.51% 0.33% -5.73% -0.27%
2006 -6.27% 8.52% 7.56% 6.58%
2005 6.44% 2.57% 5.02% 2.26%
2004 -1.86% -0.63% 6.01% 4.67%
2003 -3.85% 0.28% -0.49% 2.18%
2002 -0.96% 5.64% -9.08% 4.60%
2001 15.70% -1.01% 6.92% 2.27%
2000 8.00% 11.17% 12.72% 18.36%
1999 -5.06% 1.22% 1.87% -10.95%

Rank in Category (By Total Return)

YTD 37
1-Month 52
3-Month 53
1-Year 37
3-Year 10
5-Year 11

Load Adjusted Returns

1-Year 23.42%
3-Year 17.08%
5-Year 13.22%
10-Year 7.65%

Performance & Risk

YTD Return 18.06%
5y Average Return 12.92%
Rank in Category (ytd) 37
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.53
Morningstar Risk Rating

Fund Overview

Category Long-Short Equity
Fund Family Boston Partners
Net Assets 65.35M
YTD Return 18.75%
Yield 1.46%
Morningstar Rating
Inception Date Nov 17, 1998

Fund Summary

The fund invests in long positions in stocks identified by the Adviser as undervalued and takes short positions in stocks that the Adviser has identified as overvalued. The Advisor intends, under normal circumstances, to invest at least 80% of its net assets (including borrowings for investment purposes) in equity securities. Under normal circumstances, the Adviser expects that the fund's long positions will not exceed approximately 125% of the fund's net assets.

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