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BPRRX: BOSTON PARTNERS LONG/SHORT RESEARCH FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 13.51 0.06(0.45%) April 22
Asset Class: | Long/Short Equity |
MyPlanIQ Rating: | (55%) |
Start Date: | 12/01/2010 |
Last Dividend Date: | 12/14/2023 |
12-Mo. Yield | 11.66% |
Expenses | 1.95% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/01/2010 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.6 | 6.5 | 13.0 | 10.2 | 7.3 | 9.4 | 9.8 | 4.5 | 6.2 | 23.4 | -8.5 | 70.6 | -10.8 | 9.7 | 3.5 | 1.1 | 7.1 | 17.4 | 13.1 | 3.1 | 2.0 |
Sharpe Ratio | NA | 3.11 | 1.31 | 0.75 | 0.44 | 0.65 | 0.74 | 0.03 | 0.41 | 1.98 | -0.41 | 2.89 | -1.25 | 2.15 | 0.44 | 0.13 | 1.08 | 3.0 | 1.77 | 0.21 | 6.09 |
Draw Down(%) | NA | 2.9 | 3.7 | 10.4 | 27.9 | 27.9 | 27.9 | 6.7 | 10.4 | 7.0 | 27.9 | 4.5 | 17.7 | 2.5 | 7.0 | 7.0 | 6.5 | 2.5 | 6.8 | 12.8 | 0.4 |
Standard Deviation(%) | NA | 5.7 | 6.4 | 10.0 | 12.9 | 12.9 | 12.2 | 7.8 | 11.8 | 11.8 | 21.4 | 24.0 | 9.7 | 4.2 | 7.6 | 8.2 | 6.5 | 5.8 | 7.5 | 14.7 | 4.4 |
Treynor Ratio | NA | 0.54 | 0.21 | 0.18 | 0.11 | 0.17 | 0.17 | 0.01 | 0.13 | 0.33 | -0.15 | 3.5 | -0.23 | 0.17 | 0.06 | 0.02 | 0.13 | 0.37 | 0.24 | 0.05 | 0.41 |
Alpha | NA | 0.05 | 0.01 | 0.02 | 0.0 | 0.01 | 0.01 | -0.03 | 0.05 | 0.01 | -0.08 | 0.2 | -0.04 | -0.01 | -0.01 | 0.0 | 0.0 | 0.01 | 0.02 | 0.01 | -0.04 |
Beta | NA | 0.33 | 0.4 | 0.42 | 0.5 | 0.5 | 0.51 | 0.39 | 0.37 | 0.7 | 0.57 | 0.2 | 0.52 | 0.52 | 0.53 | 0.5 | 0.53 | 0.47 | 0.54 | 0.62 | 0.65 |
RSquared | NA | 0.44 | 0.53 | 0.52 | 0.69 | 0.45 | 0.52 | 0.43 | 0.59 | 0.61 | 0.84 | 0.01 | 0.84 | 0.68 | 0.83 | 0.89 | 0.85 | 0.81 | 0.85 | 0.96 | 0.76 |
Yield(%) | N/A | 0.0 | 10.9 | 13.7 | 9.0 | 9.7 | N/A | 10.8 | 18.6 | 14.1 | 0.0 | 43.0 | 4.6 | 0.0 | 0.0 | 3.8 | 1.4 | 0.5 | 1.2 | 0.8 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -49.7 | -7.6 | -9.0 | N/A | N/A | -49.7 | 45.0 | N/A | -100.0 | 682.1 | N/A | N/A | -100.0 | 190.0 | 233.3 | -53.8 | 44.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/01/2010
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