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Boston Partners Long/short Equity Fund Insti Cl: (MF: BPLSX)
(NASDAQ Mutual Funds) As of Sep 6, 2024 08:00 PM ET
$14.61 USD
-0.15 (-1.02%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 10.29 | 68 |
| 3 months | 8.06 | 47 |
| 6 months | 8.96 | 77 |
| 1 Year | 19.16 | 44 |
| 3 Year | 14.75 | 1 |
| 5 Year | 11.90 | 48 |
| 10 Year | 5.27 | 95 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 48.55 |
| Bear Market (10/07 - 2/09) | -29.92 |
| Bull Market (2/09 - 3/21) | 503.60 |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | 16.16 |
| 5 Year | 10.82 |
| 10 Year | 4.90 |
| Since Inception | 9.40 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 5.56 | -1.01 | NA | NA |
| 2023 | 2.14 | 1.46 | 1.99 | 8.98 |
| 2022 | 3.66 | -3.66 | -5.63 | 13.75 |
| 2021 | 13.28 | 2.72 | 4.34 | 8.73 |
| 2020 | -19.47 | 7.96 | -2.14 | 10.09 |
| 2019 | 3.92 | 0.22 | 0.77 | 3.94 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 10.29 | 15.20 | 7.19 | 32.02 | -6.33 | 9.10 | -15.48 | 2.76 | 22.47 | -9.48 | 4.70 |
| % Total Return Rel to Index | -6.42 | -11.03 | 25.39 | 3.34 | -24.73 | -22.38 | -11.09 | -19.02 | 10.54 | -10.87 | -8.94 |
| % Total Return Rel to Peer | -2.38 | -7.79 | 26.89 | 9.96 | -26.25 | -19.32 | -8.62 | -17.91 | 14.65 | -7.88 | -3.50 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 1.00 | 1.00 | 5.00 | 5.00 | 5.00 | 5.00 | 1.00 | 5.00 | 5.00 |
| % Dividends | 0.00 | 0.26 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 1.61 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 2.70 | 1.77 | 0.64 | 4.51 | 1.75 | 1.53 | 0.17 | 0.00 | 0.00 | 1.77 |
| Expense Ratio | 1.96 | 1.96 | 1.96 | 1.97 | 2.25 | 2.45 | 2.37 | 2.39 | 2.46 | 2.47 | 2.42 |
* 1 = Top 20%, 5 = Bottom 20%