BPLEX - Boston Partners Long/Short Equity Fund Investor Class

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return5.18%
5-Year Average Return3.16%
Number of Years Up13
Number of Years Down7
Best 1 Yr Total Return (Feb 3, 2019)80.92%
Worst 1 Yr Total Return (Feb 3, 2019)-21.33%
Best 3-Yr Total Return80.92%
Worst 3-Yr Total Return-4.39%

Trailing Returns (%) Vs. Benchmarks

ReturnBPLEXCategory
YTD-0.38%3.90%
1-Month-5.68%-3.75%
3-Month-4.25%-1.44%
1-Year-12.53%-2.93%
3-Year-1.89%3.65%
5-Year-0.21%2.26%
10-Year9.01%5.73%
Last Bull Market14.30%12.13%
Last Bear Market-4.24%-11.80%

Annual Total Return (%) History

Year
BPLEXCategory
2019
N/AN/A
2018
-15.70%-6.29%
2017
2.54%11.18%
2016
22.19%2.34%
2015
-1.39%-2.02%
2014
4.49%2.92%
2013
7.59%14.62%
2012
12.25%5.15%
2011
5.63%-2.81%
2010
26.14%4.13%
2009
80.92%10.46%
2008
-21.33%-15.40%
2007
-4.42%4.42%
2006
16.22%7.23%
2005
16.98%4.77%
2004
7.96%5.06%
2003
-2.17%8.46%
2002
-0.82%2.05%
2001
24.97%5.37%
2000
59.86%9.57%
1999
-12.98%3.99%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20193.85%N/AN/AN/A
2018-5.26%-0.98%-1.97%-8.34%
2017-0.45%-3.68%4.13%2.70%
20168.22%0.73%2.88%8.95%
2015-4.23%1.19%0.56%1.19%
20142.48%6.00%-2.23%-1.61%
20135.90%0.00%-2.02%3.69%
20125.50%0.57%2.39%3.32%
20111.67%1.08%-4.72%7.88%
20109.76%-9.99%12.58%13.42%
20090.66%38.45%25.73%3.25%
2008-3.90%-0.63%2.25%-19.44%
20071.48%0.28%-5.76%-0.33%
2006-6.39%8.55%7.40%6.49%
20056.35%2.47%5.00%2.23%
2004-1.94%-0.64%5.90%4.63%
2003-3.86%0.21%-0.56%2.12%
2002-1.03%5.52%-9.10%4.48%
200115.61%-1.07%6.99%2.13%
20008.00%11.16%12.60%18.26%
1999-4.95%1.22%1.86%-11.21%

Rank In Category (By Total Return)

YTD83
1-Month79
3-Month79
1-Year93
3-Year95
5-Year85

Load Adjusted Returns

1-Year-12.53%
3-Year-1.89%
5-Year-0.21%
10-Year9.01%