Nasdaq - Delayed Quote USD
Boston Partners Long/Short Rsrch Inv (BPRRX)
13.50
+0.04
+(0.30%)
At close: 8:05:10 AM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 23.46% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 12 |
| Number of Years Down | 2 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| BPRRX | Category Average | BPRRX | Category Average | BPRRX | Category Average | |
| Alpha | -0.42 | -0.02 | 2.98 | -0.02 | -2 | -0.03 |
| BETA | 0.44 | 0.01 | 0.42 | 0 | 0.49 | 0.01 |
| Mean Annual Return | 0.65 | 0.01 | 0.95 | 0.01 | 0.45 | 0 |
| R-squared | 58.87 | 0.58 | 49.09 | 0.54 | 62.35 | 0.54 |
| Standard Deviation | 9.33 | 0.13 | 9.68 | 0.11 | 9.62 | 0.1 |
| Sharpe Ratio | 0.34 | 0 | 0.87 | 0.01 | 0.35 | 0 |
| Treynor Ratio | 6.66 | 0.05 | 20.25 | 0.16 | 6.06 | 0.07 |
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