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Boston Partners Long/Short Equity Fund Institutional Class (BPLSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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11.77+0.06 (+0.51%)
At close: 5:44PM EST

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return5.19%
5-Year Average Return3.42%
Number of Years Up14
Number of Years Down8
Best 1 Yr Total Return (Feb 3, 2019)82.37%
Worst 1 Yr Total Return (Feb 3, 2019)-21.15%
Best 3-Yr Total Return82.37%
Worst 3-Yr Total Return-4.76%

Trailing Returns (%) Vs. Benchmarks

ReturnBPLSXCategory
YTD-6.35%7.89%
1-Month1.21%3.16%
3-Month10.08%7.83%
1-Year-6.35%7.89%
3-Year-4.76%4.00%
5-Year1.69%5.07%
10-Year3.77%4.96%
Last Bull Market14.44%12.15%
Last Bear Market-4.17%-12.47%

Annual Total Return (%) History

Year
BPLSXCategory
2020
N/A7.89%
2019
9.12%11.90%
2018
-15.47%-6.29%
2017
2.77%11.18%
2016
22.48%2.34%
2015
-1.09%-2.02%
2014
4.72%2.92%
2013
7.90%14.62%
2012
12.47%5.15%
2011
5.92%-2.81%
2010
26.44%4.13%
2009
82.37%10.46%
2008
-21.15%-15.40%
2007
-4.24%4.42%
2006
16.60%7.23%
2005
17.26%4.77%
2004
8.21%5.06%
2003
-1.96%8.46%
2002
-0.51%2.05%
2001
25.24%5.37%
2000
60.20%9.57%
1999
-12.82%3.99%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-19.48%7.97%-2.15%N/A
20193.92%0.22%0.78%3.96%
2018-5.16%-0.90%-1.96%-8.26%
2017-0.41%-3.63%4.20%2.77%
20168.30%0.78%2.93%9.03%
2015-4.11%1.22%0.58%1.32%
20142.53%6.08%-2.20%-1.56%
20136.00%0.09%-2.01%3.78%
20125.57%0.65%2.42%3.35%
20111.76%1.08%-4.63%7.98%
20109.84%-9.97%12.68%13.47%
20090.75%38.60%25.78%3.83%
2008-3.83%-0.55%2.34%-19.45%
20071.51%0.33%-5.73%-0.27%
2006-6.27%8.52%7.56%6.58%
20056.44%2.57%5.02%2.26%
2004-1.86%-0.63%6.01%4.67%
2003-3.85%0.28%-0.49%2.18%
2002-0.96%5.64%-9.08%4.60%
200115.70%-1.01%6.92%2.27%
20008.00%11.17%12.72%18.36%
1999-5.06%1.22%1.87%-10.95%

Rank In Category (By Total Return)

YTD83
1-Month79
3-Month32
1-Year83
3-Year94
5-Year80

Load Adjusted Returns

1-Year-6.35%
3-Year-4.76%
5-Year1.69%
10-Year3.77%