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BPLSX: BOSTON PARTNERS LONG/SHORT EQUITY FUND INSTITUTIONAL (MUTUAL FUND)
Basic Info 13.39 0.09(0.67%) June 13
| Asset Class: | Long/Short Equity |
| MyPlanIQ Rating: | (84%) |
| Start Date: | 12/30/1999 |
| Last Dividend Date: | 12/13/2024 |
| 12-Mo. Yield | 0.62% |
| Expenses | 2.27% |
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Performance Analytics (As of 06/13/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/30/1999 |
2024 | 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 | 9.4 | -1.0 | -2.4 | -2.0 | -0.6 | 2.7 | 5.0 | 7.6 | -6.2 | -4.8 | -4.9 | 26.3 | -32.0 | 9.2 | -15.5 | 2.8 | 22.5 | -1.2 | 4.8 | 7.9 | 12.5 | 6.0 | 26.5 | 82.4 | -21.5 | -4.2 | 16.6 | 17.3 | 8.2 | -2.0 | -0.5 | 25.2 | 60.2 | 2.4 |
| Sharpe Ratio | NA | 1.22 | -0.18 | -0.28 | -0.17 | -0.1 | NA | NA | 0.37 | -0.59 | -0.43 | -0.33 | 1.54 | -0.76 | 1.0 | -1.52 | 0.25 | 1.86 | -0.15 | 0.64 | 1.48 | 2.22 | 0.47 | 1.66 | 2.85 | -0.63 | -1.04 | 2.46 | 2.96 | 1.28 | -0.41 | -0.16 | 2.11 | 4.52 | NA |
| Draw Down(%) | NA | 10.6 | 25.4 | 25.6 | 33.8 | 44.5 | NA | NA | 44.5 | 21.7 | 17.7 | 13.9 | 10.2 | 34.4 | 6.8 | 21.2 | 9.2 | 7.4 | 7.4 | 8.0 | 4.1 | 2.5 | 7.7 | 16.1 | 24.3 | 39.5 | 10.5 | 6.4 | 2.2 | 7.3 | 6.7 | 14.4 | 8.6 | 5.1 | 0.0 |
| Standard Deviation(%) | NA | 15.7 | 23.4 | 20.7 | 23.6 | 19.8 | NA | NA | 16.8 | 21.6 | 21.4 | 18.8 | 17.0 | 42.5 | 7.9 | 11.1 | 8.6 | 12.0 | 8.4 | 7.5 | 5.3 | 5.7 | 12.6 | 15.9 | 28.9 | 35.6 | 7.0 | 5.5 | 5.1 | 5.7 | 6.5 | 9.7 | 11.1 | 12.4 | 0.0 |
| Treynor Ratio | NA | 0.34 | -0.08 | -0.11 | -0.08 | -0.04 | NA | NA | 0.14 | -0.25 | -0.18 | -0.14 | 0.54 | -0.49 | 0.16 | -0.33 | 0.02 | 0.31 | -0.08 | -2.63 | 1.11 | 0.63 | 0.13 | 0.33 | 0.82 | -0.29 | -0.29 | 1.1 | 1.32 | 0.65 | 1.41 | -0.64 | -1.23 | -3.28 | 0.0 |
| Alpha | NA | 0.06 | -0.03 | -0.05 | -0.03 | -0.03 | NA | NA | 0.01 | -0.08 | -0.07 | 0.02 | 0.05 | -0.18 | -0.02 | -0.06 | -0.06 | 0.05 | 0.0 | 0.02 | 0.02 | 0.04 | 0.02 | 0.05 | 0.15 | 0.05 | -0.03 | 0.04 | 0.05 | 0.02 | -0.01 | 0.0 | 0.07 | 0.17 | NA |
| Beta | NA | 0.56 | 0.55 | 0.52 | 0.49 | 0.55 | NA | NA | 0.46 | 0.52 | 0.52 | 0.46 | 0.49 | 0.65 | 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 | 0.11 | 0.11 | -0.02 | 0.03 | -0.19 | -0.17 | NA |
| RSquared | NA | 0.82 | 0.25 | 0.22 | 0.16 | 0.29 | NA | NA | 0.3 | 0.11 | 0.12 | 0.37 | 0.14 | 0.32 | 0.57 | 0.62 | 0.47 | 0.62 | 0.08 | 0.0 | 0.02 | 0.2 | 0.7 | 0.82 | 0.88 | 0.81 | 0.33 | 0.05 | 0.05 | 0.05 | 0.0 | 0.0 | 0.14 | 0.09 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.6 | 0.8 | 0.5 | 2.9 | 5.0 | 6.1 | N/A | 0.6 | 1.9 | 0.0 | 0.0 | 0.0 | 10.0 | 6.8 | 0.8 | 0.0 | 8.3 | 8.7 | 6.1 | 6.4 | 10.1 | 9.4 | 0.0 | 16.6 | 10.6 | 11.0 | 9.4 | 0.0 | 0.0 | 4.5 | 4.0 | 1.7 | 1.8 |
| Dividend Growth(%) | N/A | -100.0 | -68.5 | -80.0 | -93.1 | -65.1 | N/A | N/A | N/A | -68.5 | N/A | N/A | N/A | -100.0 | 14.2 | 802.5 | N/A | -100.0 | -7.6 | 43.2 | -0.5 | -38.8 | 25.2 | N/A | -100.0 | 30.8 | 2.0 | 26.3 | N/A | N/A | -100.0 | 34.9 | 283.8 | -5.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/30/1999
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