BPIRX
Boston Partners Long/Short Research-Inst
$14.03
0.04 (0.29%)
Currency in USD / Last Updated: 4/19/2024
| Category | Long-Short Equity |
|---|---|
| Market Cap | 550.572M |
| 52 Week High | 14.4 |
| 52 Week Low | 12.011 |
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Key Data
| Symbol | BPIRX |
|---|---|
| Type | Mutual Fund |
| Category | Long-Short Equity |
| Price | 14.03 |
| Price Yesterday | 13.99 |
| Market Cap | 550.57 |
| YTD Return | 6.05% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 100000 |
| Redeption Fee | 0 |
| Prospectus | 0.0188 |
Overview
| 52 Week High | 14.40 |
|---|---|
| 52 Week Low | 12.01 |
| Market Cap | 550.57M |
| Shares Outstanding | 39.24M |
| Income Dividend Yield | 2.41% |
| Long Term Dividend Yield | 6.62% |
| Short Term Dividend Yield | 1.62% |
| 52 Week Yield (All) | 10.65% |
Returns Annualized
| One Day | 105.49% |
|---|---|
| Five Days | -3.53% |
| One Months | -14.98% |
| Three Months | 19.48% |
| Six Months | 23.61% |
| Nine Months | 15.07% |
| One Year | 12.53% |
| Three Years | 10.08% |
| Five Years | 7.50% |
| Ten Years | 5.20% |
| YTD | 21.51% |
| Since Inception | 6.94% |
Returns Total
| One Day | 0.29% |
|---|---|
| Five Days | -0.07% |
| One Month | -1.41% |
| Three Months | 4.55% |
| Six Months | 11.08% |
| Nine Months | 11.16% |
| One Year | 12.52% |
| Three Years | 33.34% |
| Five Years | 43.49% |
| Ten Years | 65.86% |
| YTD | 6.05% |
| Since Inception | 147.66% |
Yearly Returns
| 2024 | 6.05% |
|---|---|
| 2023 | 4.74% |
| 2022 | 6.48% |
| 2021 | 23.79% |
| 2020 | -8.24% |
| 2019 | 12.57% |
| 2018 | -10.59% |
| 2017 | 10.10% |
| 2016 | 3.62% |
| 2015 | 1.33% |
Risk against SP-DA
| Alpha | 0.20% |
|---|---|
| Beta | 0.43 |
| Correlation | 78.35% |
| Downside Deviation | 1.55% |
| Coefficient of determination | 61.38% |
| Standard Deviation | 1.88% |
| Sharpe Ratio | -1.37 |
| Sortino | -5.76 |
| Treynor | 16.57 |
| Ulcer Index | 1.24 |
| Ulcer Performance Index | -7.19 |