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BPLSX: Robeco Long/Short Eq I (MUTUAL FUND)
Basic Info 15.16 0.04(0.26%) May 20
| Asset Class: | Long/Short Equity |
| MyPlanIQ Rating: | (84%) |
| Start Date: | 12/27/2000 |
| Last Dividend Date: | 12/09/2021 |
| 12-Mo. Yield | 0.00% |
| Expenses | 2.48% |
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Performance Analytics (As of 05/20/2022)
| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.3 | 2.8 | 8.7 | 10.7 | 4.9 | 5.8 | 8.2 | 10.9 | 26.3 | -6.4 | 9.1 | -15.5 | 2.8 | 22.5 | -1.1 | 4.7 | 7.9 | 12.5 | 5.9 | 26.4 | 82.4 | -21.2 | -4.2 | 16.6 | 17.3 | 8.2 | -2.0 | -0.5 | 25.2 | 60.2 | 2.4 |
| SR | NA | 0.49 | 0.59 | 0.5 | 0.25 | 0.4 | NA | 0.67 | 1.54 | -0.22 | 0.98 | -1.51 | 0.25 | 1.85 | -0.13 | 0.63 | 1.47 | 2.21 | 0.47 | 1.66 | 2.85 | -0.62 | -1.04 | 2.45 | 2.96 | 1.28 | -0.41 | -0.16 | 2.11 | 4.52 | NA |
| DD(%) | NA | 5.0 | 8.1 | 29.3 | 37.3 | 37.3 | NA | 43.2 | 10.2 | 29.3 | 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 |
| SD(%) | NA | 14.7 | 14.4 | 20.7 | 17.2 | 13.5 | NA | 14.8 | 17.0 | 30.0 | 7.8 | 11.1 | 8.6 | 12.0 | 8.4 | 7.5 | 5.3 | 5.7 | 12.5 | 15.9 | 28.9 | 35.6 | 7.0 | 5.5 | 5.1 | 5.7 | 6.5 | 9.7 | 11.1 | 12.4 | 0.0 |
| TR | NA | 0.17 | 0.19 | 0.17 | 0.07 | 0.11 | NA | 0.22 | 0.55 | -0.09 | 0.16 | -0.33 | 0.02 | 0.31 | -0.08 | -2.47 | 1.11 | 0.63 | 0.13 | 0.33 | 0.82 | -0.28 | -0.29 | 1.1 | 1.32 | 0.65 | 1.41 | -0.63 | -1.23 | -3.28 | 0.0 |
| Alpha(%) | NA | 0.11 | 0.04 | 0.01 | -0.01 | 0.0 | NA | 0.03 | 0.05 | -0.07 | -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 | 0.42 | 0.46 | 0.63 | 0.61 | 0.51 | NA | 0.46 | 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 | 0.11 | 0.11 | -0.02 | 0.03 | -0.19 | -0.17 | NA |
| RS | NA | 0.46 | 0.32 | 0.51 | 0.51 | 0.41 | NA | 0.37 | 0.13 | 0.66 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/27/2000
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