BPLSX
Boston Partners Long/Short Equity-Inst
$13.38
0.03 (0.22%)
Currency in USD / Last Updated: 4/18/2024
| Category | Long-Short Equity |
|---|---|
| Market Cap | 58.269M |
| 52 Week High | 13.94 |
| 52 Week Low | 11.194 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | BPLSX |
|---|---|
| Type | Mutual Fund |
| Category | Long-Short Equity |
| Price | 13.38 |
| Price Yesterday | 13.35 |
| Market Cap | 58.27 |
| YTD Return | 1.98% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 100000 |
| Redeption Fee | 0 |
| Prospectus | 0.0202 |
Overview
| 52 Week High | 13.94 |
|---|---|
| 52 Week Low | 11.19 |
| Market Cap | 58.27M |
| Shares Outstanding | 4.35M |
| Income Dividend Yield | 2.00% |
| Long Term Dividend Yield | 12.05% |
| Short Term Dividend Yield | 8.13% |
| 52 Week Yield (All) | 22.17% |
Returns Annualized
| One Day | 76.16% |
|---|---|
| Five Days | -57.68% |
| One Months | -26.25% |
| Three Months | 8.17% |
| Six Months | 21.10% |
| Nine Months | 14.95% |
| One Year | 13.61% |
| Three Years | 12.34% |
| Five Years | 9.79% |
| Ten Years | 5.81% |
| YTD | 6.82% |
| Since Inception | 9.14% |
Returns Total
| One Day | 0.22% |
|---|---|
| Five Days | -1.69% |
| One Month | -2.62% |
| Three Months | 1.98% |
| Six Months | 9.95% |
| Nine Months | 11.06% |
| One Year | 13.59% |
| Three Years | 41.74% |
| Five Years | 59.34% |
| Ten Years | 75.75% |
| YTD | 1.98% |
| Since Inception | 663.26% |
Yearly Returns
| 2024 | 1.98% |
|---|---|
| 2023 | 15.20% |
| 2022 | 7.20% |
| 2021 | 32.02% |
| 2020 | -6.35% |
| 2019 | 9.12% |
| 2018 | -15.47% |
| 2017 | 2.77% |
| 2016 | 22.47% |
| 2015 | -1.08% |
Risk against SP-DA
| Alpha | -1.42% |
|---|---|
| Beta | 0.56 |
| Correlation | 79.23% |
| Downside Deviation | 1.86% |
| Coefficient of determination | 62.78% |
| Standard Deviation | 2.41% |
| Sharpe Ratio | -1.07 |
| Sortino | -4.79 |
| Treynor | 14.63 |
| Ulcer Index | 1.48 |
| Ulcer Performance Index | -6.02 |