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Boston Partners Long/short Equity Fd Investor Cl: (MF: BPLEX)
(NASDAQ Mutual Funds) As of Sep 5, 2024 08:00 PM ET
$11.67 USD
-0.07 (-0.60%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 10.20 | 69 |
| 3 months | 8.01 | 48 |
| 6 months | 8.84 | 77 |
| 1 Year | 18.89 | 45 |
| 3 Year | 14.47 | 1 |
| 5 Year | 11.64 | 50 |
| 10 Year | 4.94 | 95 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 46.71 |
| Bear Market (10/07 - 2/09) | -30.18 |
| Bull Market (2/09 - 3/21) | 474.72 |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | 15.93 |
| 5 Year | 10.55 |
| 10 Year | 4.57 |
| Since Inception | 9.02 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 5.58 | -1.09 | NA | NA |
| 2023 | 2.05 | 1.42 | 1.98 | 8.85 |
| 2022 | 3.58 | -3.68 | -5.66 | 13.60 |
| 2021 | 13.23 | 2.63 | 4.28 | 8.68 |
| 2020 | -19.53 | 7.87 | -2.16 | 9.99 |
| 2019 | 3.85 | 0.18 | 0.72 | 3.84 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 10.20 | 14.91 | 6.91 | 31.71 | -6.58 | 8.83 | -15.72 | 2.54 | 22.18 | -10.35 | 4.47 |
| % Total Return Rel to Index | -6.50 | -11.32 | 25.11 | 3.03 | -24.98 | -22.65 | -11.32 | -19.24 | 10.25 | -11.74 | -9.17 |
| % Total Return Rel to Peer | -2.47 | -8.08 | 26.61 | 9.65 | -26.50 | -19.59 | -8.85 | -18.13 | 14.37 | -8.75 | -3.73 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 1.00 | 1.00 | 5.00 | 5.00 | 5.00 | 5.00 | 1.00 | 5.00 | 5.00 |
| % Dividends | 0.00 | 0.24 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 1.79 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 2.70 | 1.77 | 0.64 | 4.51 | 1.75 | 1.53 | 0.17 | 0.00 | 0.00 | 1.77 |
| Expense Ratio | 2.21 | 2.21 | 2.21 | 2.22 | 2.50 | 2.70 | 2.62 | 2.64 | 2.71 | 2.72 | 2.66 |
* 1 = Top 20%, 5 = Bottom 20%