BPIRX
Boston Partners Long/Short Research-Inst
$14.44
-0.03 (-0.21%)
Currency in USD / Last Updated: 7/9/2024
| Category | Long-Short Equity |
|---|---|
| Market Cap | 562.795M |
| 52 Week High | 14.52 |
| 52 Week Low | 12.388 |
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Key Data
| Symbol | BPIRX |
|---|---|
| Type | Mutual Fund |
| Category | Long-Short Equity |
| Price | 14.44 |
| Price Yesterday | 14.47 |
| Market Cap | 562.80 |
| YTD Return | 9.15% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 100000 |
| Redeption Fee | 0 |
| Prospectus | 0.0188 |
Overview
| 52 Week High | 14.52 |
|---|---|
| 52 Week Low | 12.39 |
| Market Cap | 562.80M |
| Shares Outstanding | 38.97M |
| Income Dividend Yield | 2.34% |
| Long Term Dividend Yield | 6.43% |
| Short Term Dividend Yield | 1.58% |
| 52 Week Yield (All) | 10.35% |
Returns Annualized
| One Day | -40.76% |
|---|---|
| Five Days | 11.06% |
| One Months | 9.16% |
| Three Months | 4.04% |
| Six Months | 18.03% |
| Nine Months | 18.87% |
| One Year | 15.99% |
| Three Years | 9.76% |
| Five Years | 7.97% |
| Ten Years | 5.23% |
| YTD | 18.51% |
| Since Inception | 7.06% |
Returns Total
| One Day | -0.21% |
|---|---|
| Five Days | 0.21% |
| One Month | 0.70% |
| Three Months | 0.98% |
| Six Months | 8.49% |
| Nine Months | 13.67% |
| One Year | 15.97% |
| Three Years | 32.04% |
| Five Years | 46.61% |
| Ten Years | 66.26% |
| YTD | 9.15% |
| Since Inception | 154.90% |
Yearly Returns
| 2024 | 9.15% |
|---|---|
| 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 | -0.48% |
|---|---|
| Beta | 0.48 |
| Correlation | 84.70% |
| Downside Deviation | 1.06% |
| Coefficient of determination | 71.74% |
| Standard Deviation | 1.81% |
| Sharpe Ratio | -2.03 |
| Sortino | -12 |
| Treynor | 22.33 |
| Ulcer Index | 0.99 |
| Ulcer Performance Index | -12.84 |