BPLEX
Boston Partners Long/Short Equity-Inv
$10.59
0.02 (0.19%)
Currency in USD / Last Updated: 4/18/2024
| Category | Long-Short Equity |
|---|---|
| Market Cap | 58.258M |
| 52 Week High | 11.04 |
| 52 Week Low | 8.879 |
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Key Data
| Symbol | BPLEX |
|---|---|
| Type | Mutual Fund |
| Category | Long-Short Equity |
| Price | 10.59 |
| Price Yesterday | 10.57 |
| Market Cap | 58.26 |
| YTD Return | 1.92% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0 |
| Initial Purchase Amount | 2500 |
| Redeption Fee | 0 |
| Prospectus | 0.0227 |
Overview
| 52 Week High | 11.04 |
|---|---|
| 52 Week Low | 8.88 |
| Market Cap | 58.26M |
| Shares Outstanding | 5.50M |
| Income Dividend Yield | 2.32% |
| Long Term Dividend Yield | 15.22% |
| Short Term Dividend Yield | 10.27% |
| 52 Week Yield (All) | 27.81% |
Returns Annualized
| One Day | 61.10% |
|---|---|
| Five Days | -59.23% |
| One Months | -26.64% |
| Three Months | 7.93% |
| Six Months | 20.71% |
| Nine Months | 14.66% |
| One Year | 13.35% |
| Three Years | 12.04% |
| Five Years | 9.52% |
| Ten Years | 5.55% |
| YTD | 6.62% |
| Since Inception | 8.84% |
Returns Total
| One Day | 0.19% |
|---|---|
| Five Days | -1.76% |
| One Month | -2.67% |
| Three Months | 1.92% |
| Six Months | 9.78% |
| Nine Months | 10.86% |
| One Year | 13.33% |
| Three Years | 40.60% |
| Five Years | 57.36% |
| Ten Years | 71.44% |
| YTD | 1.92% |
| Since Inception | 616.51% |
Yearly Returns
| 2024 | 1.92% |
|---|---|
| 2023 | 14.91% |
| 2022 | 6.93% |
| 2021 | 31.71% |
| 2020 | -6.60% |
| 2019 | 8.85% |
| 2018 | -15.71% |
| 2017 | 2.55% |
| 2016 | 22.19% |
| 2015 | -1.39% |
Risk against SP-DA
| Alpha | -1.70% |
|---|---|
| Beta | 0.56 |
| Correlation | 79.16% |
| Downside Deviation | 1.88% |
| Coefficient of determination | 62.66% |
| Standard Deviation | 2.42% |
| Sharpe Ratio | -1.09 |
| Sortino | -4.89 |
| Treynor | 14.13 |
| Ulcer Index | 1.5 |
| Ulcer Performance Index | -6.14 |