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BPLEX: BOSTON PARTNERS LONG/SHORT EQUITY FUND INVESTOR (MUTUAL FUND)
Basic Info 10.82 0.05(0.46%) May 03
Asset Class: | Long/Short Equity |
MyPlanIQ Rating: | (82%) |
Start Date: | 12/30/1999 |
Last Dividend Date: | 12/14/2023 |
12-Mo. Yield | 1.84% |
Expenses | 2.27% |
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Performance Analytics (As of 05/02/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/27/2000 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.4 | 4.1 | 19.2 | 11.9 | 10.6 | 5.7 | 10.5 | 9.6 | 8.9 | 14.9 | 6.9 | 31.7 | -5.8 | 9.0 | -15.7 | 2.5 | 22.2 | -1.5 | 4.6 | 7.6 | 12.3 | 5.7 | 26.2 | 80.9 | -21.6 | -4.4 | 16.2 | 17.0 | 8.0 | -2.2 | -0.8 | 25.0 | 59.9 | 2.2 |
Sharpe Ratio | NA | 1.07 | 1.76 | 0.87 | 0.5 | 0.32 | NA | NA | 0.65 | 1.11 | 0.38 | 1.93 | -0.2 | 0.97 | -1.54 | 0.22 | 1.84 | -0.18 | 0.6 | 1.42 | 2.18 | 0.45 | 1.64 | 2.8 | -0.63 | -1.06 | 2.38 | 2.85 | 1.26 | -0.44 | -0.2 | 2.08 | 4.48 | NA |
Draw Down(%) | NA | 4.3 | 4.3 | 13.0 | 29.4 | 37.6 | NA | NA | 43.5 | 7.2 | 13.0 | 10.2 | 29.4 | 6.9 | 21.4 | 9.3 | 7.4 | 7.4 | 8.1 | 4.1 | 2.5 | 7.7 | 16.1 | 24.3 | 39.6 | 10.5 | 6.5 | 2.2 | 7.3 | 6.7 | 14.5 | 8.7 | 5.0 | 0.0 |
Standard Deviation(%) | NA | 7.9 | 8.3 | 12.5 | 17.6 | 14.1 | NA | NA | 14.6 | 9.7 | 14.5 | 16.5 | 30.0 | 7.8 | 11.0 | 8.6 | 11.9 | 8.4 | 7.5 | 5.3 | 5.6 | 12.6 | 15.9 | 28.8 | 35.5 | 7.0 | 5.5 | 5.2 | 5.6 | 6.5 | 9.7 | 11.1 | 12.4 | 0.0 |
Treynor Ratio | NA | 0.19 | 0.29 | 0.22 | 0.15 | 0.08 | NA | NA | 0.21 | 0.2 | 0.12 | 0.67 | -0.09 | 0.16 | -0.34 | 0.02 | 0.3 | -0.1 | -2.64 | 1.14 | 0.62 | 0.13 | 0.33 | 0.81 | -0.29 | -0.29 | 1.08 | 1.28 | 0.65 | 1.29 | -0.78 | -1.23 | -3.16 | 0.0 |
Alpha | NA | 0.0 | 0.01 | 0.03 | 0.01 | -0.01 | NA | NA | 0.03 | 0.0 | 0.06 | 0.07 | -0.07 | -0.02 | -0.06 | -0.06 | 0.05 | -0.01 | 0.02 | 0.02 | 0.03 | 0.02 | 0.05 | 0.14 | 0.04 | -0.03 | 0.04 | 0.05 | 0.02 | -0.01 | 0.0 | 0.07 | 0.17 | NA |
Beta | NA | 0.44 | 0.51 | 0.5 | 0.6 | 0.55 | NA | NA | 0.46 | 0.54 | 0.48 | 0.47 | 0.71 | 0.47 | 0.51 | 0.88 | 0.72 | 0.15 | -0.02 | 0.07 | 0.2 | 0.45 | 0.8 | 1.0 | 0.78 | 0.25 | 0.12 | 0.12 | 0.11 | -0.02 | 0.02 | -0.19 | -0.18 | NA |
RSquared | NA | 0.41 | 0.51 | 0.48 | 0.53 | 0.48 | NA | NA | 0.38 | 0.53 | 0.63 | 0.14 | 0.66 | 0.56 | 0.62 | 0.47 | 0.63 | 0.07 | 0.0 | 0.02 | 0.2 | 0.69 | 0.82 | 0.88 | 0.81 | 0.34 | 0.05 | 0.05 | 0.05 | 0.0 | 0.0 | 0.13 | 0.1 | 0.0 |
Yield(%) | N/A | 0.0 | 25.2 | 14.8 | 14.1 | 8.0 | 13.3 | 10.9 | N/A | 25.2 | 14.0 | 6.4 | 29.0 | 11.0 | 7.4 | 0.8 | 0.0 | 8.9 | 9.2 | 6.4 | 6.8 | 10.5 | 9.7 | 0.0 | 16.9 | 10.8 | 11.1 | 9.4 | 0.0 | 0.0 | 4.3 | 3.9 | 1.5 | 1.6 |
Dividend Growth(%) | N/A | -100.0 | 66.7 | -31.2 | 127.4 | 20.8 | N/A | N/A | N/A | 66.7 | 176.6 | -85.8 | 157.7 | 14.4 | 800.0 | N/A | -100.0 | -7.3 | 42.7 | -0.8 | -38.4 | 25.3 | N/A | -100.0 | 30.5 | 2.2 | 26.5 | N/A | N/A | -100.0 | 33.3 | 325.0 | -7.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/27/2000
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