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Boston Partners Long/short Research Fd Insti Cl: (MF: BPIRX)
(NASDAQ Mutual Funds) As of Aug 15, 2024 08:00 PM ET
$14.77 USD
+0.10 (0.68%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 12.09 | 8 |
| 3 months | 5.77 | 61 |
| 6 months | 9.28 | 37 |
| 1 Year | 18.03 | 3 |
| 3 Year | 10.92 | 1 |
| 5 Year | 8.35 | 32 |
| 10 Year | 5.57 | 50 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | 15.83 |
| 5 Year | 8.01 |
| 10 Year | 5.27 |
| Since Inception | 7.04 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 8.76 | 0.34 | NA | NA |
| 2023 | -2.27 | 1.01 | 1.22 | 4.84 |
| 2022 | 3.19 | -3.57 | -3.14 | 10.48 |
| 2021 | 6.86 | 6.74 | 1.38 | 7.04 |
| 2020 | -18.51 | 0.23 | 0.30 | 11.99 |
| 2019 | 3.88 | 1.93 | 1.57 | 4.66 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 12.09 | 4.77 | 6.47 | 23.79 | -8.24 | 12.56 | -10.59 | 10.09 | 3.62 | 1.32 | 7.35 |
| % Total Return Rel to Index | -4.61 | -21.47 | 24.68 | -4.88 | -26.65 | -18.92 | -6.20 | -11.70 | -8.31 | -0.06 | -6.29 |
| % Total Return Rel to Peer | 3.96 | -8.38 | 19.44 | 12.29 | -18.93 | -4.63 | -4.10 | -3.36 | -2.65 | 3.68 | 3.27 |
| % Perf Quintile vs Peer* | 0.00 | 5.00 | 1.00 | 1.00 | 5.00 | 5.00 | 5.00 | 4.00 | 5.00 | 1.00 | 1.00 |
| % Dividends | 0.00 | 0.33 | 0.21 | 0.00 | 0.00 | 0.21 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 2.26 | 1.26 | 0.00 | 0.00 | 1.26 | 0.07 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 1.16 | 2.72 | 1.99 | 0.00 | 0.15 | 0.78 | 0.00 | 0.00 | 0.58 | 0.20 |
| Expense Ratio | 1.40 | 1.40 | 1.40 | 1.40 | 1.37 | 1.38 | 1.34 | 1.37 | 1.41 | 1.39 | 1.39 |
* 1 = Top 20%, 5 = Bottom 20%