Nasdaq - Delayed Quote • USD
Boston Partners Global Long/Short Inv (BGRSX)
As of 8:05 AM EDT. Market Open.
Fund Summary
Under normal market conditions, the fund invests significantly (ordinarily at least 40% - unless market conditions are not deemed favorable by the Adviser, in which case the fund would invest at least 30%) in non-U.S. companies. It principally will be invested in issuers located in countries with developed securities markets, but may also invest in issuers located in emerging markets. The fund will allocate its assets among various regions and countries, including the United States (but in no less than three different countries). It is non-diversified.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 17.42% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 9.04% |
| 5y Average Return | 10.33% |
| Rank in Category (ytd) | 37 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.16 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| BGRSX | Category Average | BGRSX | Category Average | BGRSX | Category Average | |
| Alpha | 7.24 | -0.02 | 3.1 | -0.02 | 0.18 | -0.03 |
| BETA | 0.16 | 0.01 | 0.36 | 0 | 0.37 | 0.01 |
| Mean Annual Return | 0.95 | 0.01 | 0.8 | 0.01 | 0.49 | 0 |
| R-squared | 11.18 | 0.58 | 35.34 | 0.54 | 40.2 | 0.54 |
| Standard Deviation | 8.62 | 0.13 | 11.18 | 0.11 | 8.78 | 0.1 |
| Sharpe Ratio | 0.96 | 0 | 0.66 | 0.01 | 0.49 | 0 |
| Treynor Ratio | 51.24 | 0.05 | 19.85 | 0.16 | 11.2 | 0.07 |
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