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BPRRX: Robeco Boston Partners L/S Rsrch Inv (MUTUAL FUND)
Basic Info 14.03 0.2(1.41%) January 26
Asset Class: | Long/Short Equity |
MyPlanIQ Rating: | (78%) |
Start Date: | 12/01/2010 |
Last Dividend Date: | 12/12/2019 |
12-Mo. Yield | 0.00% |
Expenses | 1.75% |
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Performance Analytics (As of 01/22/2021)
Not up-to-date? TryLast 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
AR(%) | -3.2 | -1.3 | -7.8 | 7.9 | 9.4 | 8.0 | 8.3 | -8.5 | 62.3 | -10.8 | 9.7 | 3.5 | 1.1 | 7.1 | 17.4 | 13.1 | 3.1 | 2.0 |
SR | NA | 1.34 | -0.35 | 0.43 | 0.61 | 0.64 | 0.67 | -0.41 | 2.87 | -1.25 | 2.15 | 0.44 | 0.13 | 1.08 | 3.0 | 1.77 | 0.21 | 6.09 |
DD(%) | NA | 2.1 | 27.5 | 27.9 | 27.9 | 27.9 | 27.9 | 27.9 | 4.5 | 17.7 | 2.5 | 7.0 | 7.0 | 6.5 | 2.5 | 6.8 | 12.8 | 0.4 |
SD(%) | NA | 11.1 | 21.6 | 18.4 | 14.7 | 12.3 | 12.2 | 21.4 | 21.2 | 9.7 | 4.2 | 7.6 | 8.2 | 6.5 | 5.8 | 7.5 | 14.7 | 4.4 |
TR | NA | 0.28 | -0.13 | 0.15 | 0.17 | 0.15 | 0.15 | -0.15 | 2.66 | -0.23 | 0.17 | 0.06 | 0.02 | 0.13 | 0.37 | 0.24 | 0.05 | 0.41 |
Alpha(%) | NA | -0.03 | -0.07 | 0.01 | 0.0 | 0.0 | 0.0 | -0.08 | 0.17 | -0.04 | -0.01 | -0.01 | 0.0 | 0.0 | 0.01 | 0.02 | 0.01 | -0.04 |
Beta(%) | NA | 0.53 | 0.57 | 0.53 | 0.53 | 0.54 | 0.54 | 0.57 | 0.23 | 0.52 | 0.52 | 0.53 | 0.5 | 0.53 | 0.47 | 0.54 | 0.62 | 0.65 |
RS | NA | 0.39 | 0.84 | 0.43 | 0.45 | 0.57 | 0.57 | 0.84 | 0.02 | 0.84 | 0.68 | 0.83 | 0.89 | 0.85 | 0.81 | 0.85 | 0.96 | 0.76 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/01/2010
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