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Boston Partners Long/short Research Fd Inv Cl: (MF: BPRRX)
(NASDAQ Mutual Funds) As of Jul 16, 2024 08:00 PM ET
$14.16 USD
+0.15 (1.07%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 8.98 | 23 |
| 3 months | 0.21 | 84 |
| 6 months | 8.98 | 23 |
| 1 Year | 15.50 | 25 |
| 3 Year | 9.45 | 1 |
| 5 Year | 7.72 | 36 |
| 10 Year | 5.00 | 54 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 15.50 |
| 5 Year | 7.71 |
| 10 Year | 5.00 |
| Since Inception | 6.59 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 8.74 | 0.21 | NA | NA |
| 2023 | -2.28 | 0.90 | 1.12 | 4.79 |
| 2022 | 3.15 | -3.62 | -3.17 | 10.36 |
| 2021 | 6.82 | 6.64 | 1.29 | 6.98 |
| 2020 | -18.53 | 0.07 | 0.31 | 11.88 |
| 2019 | 3.82 | 1.90 | 1.40 | 4.64 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 8.98 | 4.49 | 6.23 | 23.46 | -8.49 | 12.26 | -10.80 | 9.79 | 3.40 | 1.07 | 7.05 |
| % Total Return Rel to Index | -6.32 | -21.75 | 24.44 | -5.22 | -26.89 | -19.22 | -6.41 | -11.99 | -8.53 | -0.31 | -6.58 |
| % Total Return Rel to Peer | 2.79 | -8.66 | 19.20 | 11.95 | -19.18 | -4.92 | -4.30 | -3.66 | -2.87 | 3.43 | 2.97 |
| % Perf Quintile vs Peer* | 0.00 | 5.00 | 1.00 | 1.00 | 5.00 | 5.00 | 5.00 | 4.00 | 5.00 | 1.00 | 1.00 |
| % Dividends | 0.00 | 0.30 | 0.18 | 0.00 | 0.00 | 0.17 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 2.13 | 1.08 | 0.00 | 0.00 | 1.04 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 1.16 | 2.72 | 1.99 | 0.00 | 0.15 | 0.78 | 0.00 | 0.00 | 0.58 | 0.20 |
| Expense Ratio | 1.65 | 1.65 | 1.65 | 1.65 | 1.62 | 1.63 | 1.59 | 1.63 | 1.66 | 1.64 | 1.64 |
* 1 = Top 20%, 5 = Bottom 20%