Nasdaq - Delayed Quote USD

Boston Partners Long/Short Rsrch Inv (BPRRX)

13.50
+0.04
+(0.30%)
At close: 8:05:10 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.72%
5y Average Return 13.10%
Number of Years Up 12
Number of Years Down 2
Best 1Y Total Return (May 15, 2025) 23.46%
Worst 1Y Total Return (May 15, 2025) --
Best 3Y Total Return 23.46%
Worst 3Y Total Return -2.87%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BPRRX
Category
YTD
0.70%
9.18%
1-Month
-0.61%
-0.20%
3-Month
-2.84%
3.85%
1-Year
7.69%
22.90%
3-Year
7.62%
7.45%
5-Year
11.44%
7.00%
10-Year
5.00%
4.81%
Last Bull Market
11.76%
11.80%
Last Bear Market
-3.62%
-12.04%

Annual Total Return (%) History

Year
BPRRX
Category
2025
--
--
2024
13.27%
--
2023
4.46%
--
2022
6.24%
--
2021
23.46%
--
2020
-8.49%
7.89%
2019
12.28%
11.90%
2018
-10.80%
-6.29%

2017
9.80%
11.18%
2016
3.40%
2.34%
2015
1.27%
-2.02%
2014
6.86%
2.92%
2013
17.45%
14.62%
2012
13.13%
5.15%
2011
3.12%
-2.81%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.32% -- -- --
2024 8.75% 0.22% 4.92% -0.94%
2023 -2.29% 0.91% 1.12% 4.77%
2022 3.16% -3.62% -3.18% 10.37%
2021 6.82% 6.65% 1.30% 6.98%
2020 -18.53% 0.08% 0.32% 11.88%
2019 3.82% 1.91% 1.40% 4.65%
2018 -0.84% -2.78% 2.24% -9.50%
2017 2.56% 0.96% 2.22% 3.73%
2016 -0.61% -0.68% 2.55% 2.15%

2015 0.66% 0.86% -3.72% 3.60%
2014 1.47% 1.65% 0.34% 3.25%
2013 4.66% 1.33% 3.62% 6.88%
2012 7.59% -3.49% 5.29% 3.47%
2011 4.30% 1.35% -9.91% 8.29%

Rank in Category (By Total Return)

YTD 34
1-Month 56
3-Month 42
1-Year 49
3-Year 43
5-Year 26

Load Adjusted Returns

1-Year 7.69%
3-Year 7.62%
5-Year 11.44%
10-Year 5.00%

Performance & Risk

YTD Return 3.72%
5y Average Return 13.10%
Rank in Category (ytd) 34
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.44
Morningstar Risk Rating

Fund Overview

Category Long-Short Equity
Fund Family Boston Partners
Net Assets 505.07M
YTD Return 0.70%
Yield 0.67%
Morningstar Rating
Inception Date Nov 29, 2010

Fund Summary

The fund actively invests in long positions in stocks identified by the Adviser as undervalued and takes short positions in stocks that the Adviser has identified as overvalued. The cash proceeds from short sales (i.e. sales of securities the fund does not own) are invested in short-term cash instruments to produce a return on such proceeds just below the federal funds rate. The fund invests, both long and short, in equity securities issued by large-, mid- and small (or "micro")-cap companies, as well as other instruments that are convertible into equity securities.

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