BPLSX
Boston Partners Long/Short Equity-Inst
$13.76
0.01 (0.07%)
Currency in USD / Last Updated: 7/9/2024
| Category | Long-Short Equity |
|---|---|
| Market Cap | 58.714M |
| 52 Week High | 14.04 |
| 52 Week Low | 11.73 |
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Key Data
| Symbol | BPLSX |
|---|---|
| Type | Mutual Fund |
| Category | Long-Short Equity |
| Price | 13.76 |
| Price Yesterday | 13.75 |
| Market Cap | 58.71 |
| YTD Return | 4.88% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 100000 |
| Redeption Fee | 0 |
| Prospectus | 0.0202 |
Overview
| 52 Week High | 14.04 |
|---|---|
| 52 Week Low | 11.73 |
| Market Cap | 58.71M |
| Shares Outstanding | 4.27M |
| Income Dividend Yield | 1.94% |
| Long Term Dividend Yield | 11.71% |
| Short Term Dividend Yield | 7.90% |
| 52 Week Yield (All) | 21.56% |
Returns Annualized
| One Day | 20.13% |
|---|---|
| Five Days | 20.16% |
| One Months | 4.70% |
| Three Months | 0.30% |
| Six Months | 10.34% |
| Nine Months | 17.82% |
| One Year | 17.32% |
| Three Years | 13.48% |
| Five Years | 11.13% |
| Ten Years | 5.64% |
| YTD | 9.68% |
| Since Inception | 9.18% |
Returns Total
| One Day | 0.07% |
|---|---|
| Five Days | 0.36% |
| One Month | 0.36% |
| Three Months | 0.07% |
| Six Months | 4.96% |
| Nine Months | 12.93% |
| One Year | 17.31% |
| Three Years | 45.87% |
| Five Years | 69.27% |
| Ten Years | 72.93% |
| YTD | 4.88% |
| Since Inception | 684.94% |
Yearly Returns
| 2024 | 4.88% |
|---|---|
| 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 | 0.31% |
|---|---|
| Beta | 0.5 |
| Correlation | 69.64% |
| Downside Deviation | 1.62% |
| Coefficient of determination | 48.49% |
| Standard Deviation | 2.30% |
| Sharpe Ratio | -1.43 |
| Sortino | -7.04 |
| Treynor | 23.95 |
| Ulcer Index | 1.43 |
| Ulcer Performance Index | -7.94 |