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Boston Partners Long/short Equity Fund Insti Cl: (MF: BPLSX)
(NASDAQ Mutual Funds) As of Feb 6, 2026 05:38 PM ET
$15.00 USD
+0.15 (1.01%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 28.31 | 1 |
| 3 months | 5.76 | 4 |
| 6 months | 14.06 | 5 |
| 1 Year | 28.32 | 1 |
| 3 Year | 18.75 | 44 |
| 5 Year | 18.84 | 1 |
| 10 Year | 9.92 | 76 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 48.55 |
| Bear Market (10/07 - 2/09) | -29.92 |
| Bull Market (2/09 - 3/21) | 695.51 |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 28.31 |
| 5 Year | 18.83 |
| 10 Year | 9.92 |
| Since Inception | 10.19 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 2.69 | 9.54 | 7.84 | 5.76 |
| 2024 | 5.56 | -1.01 | 11.08 | -2.41 |
| 2023 | 2.14 | 1.46 | 1.99 | 8.98 |
| 2022 | 3.66 | -3.66 | -5.63 | 13.75 |
| 2021 | 13.28 | 2.72 | 4.34 | 8.73 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 28.31 | 13.27 | 15.20 | 7.19 | 32.02 | -6.33 | 9.10 | -15.48 | 2.76 | 22.47 |
| % Total Return Rel to Index | 10.09 | -11.74 | -11.03 | 25.39 | 3.34 | -24.73 | -22.38 | -11.09 | -19.02 | 10.54 |
| % Total Return Rel to Peer | 15.60 | -6.11 | -7.79 | 26.89 | 9.96 | -26.25 | -19.32 | -8.62 | -17.91 | 14.65 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 1.00 | 1.00 | 5.00 | 5.00 | 5.00 | 5.00 | 1.00 |
| % Dividends | 0.01 | 0.08 | 0.26 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.08 | 0.54 | 0.50 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 1.14 | 2.62 | 2.70 | 1.77 | 0.64 | 4.51 | 1.75 | 1.53 | 0.17 | 0.00 |
| Expense Ratio | 1.96 | 1.96 | 1.96 | 1.96 | 1.97 | 2.25 | 2.45 | 2.37 | 2.39 | 2.46 |
* 1 = Top 20%, 5 = Bottom 20%