BPRRX
Boston Partners Long/Short Research-Inv
$13.83
-0.03 (-0.22%)
Currency in USD / Last Updated: 7/9/2024
| Category | Long-Short Equity |
|---|---|
| Market Cap | 562.371M |
| 52 Week High | 13.92 |
| 52 Week Low | 11.897 |
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Key Data
| Symbol | BPRRX |
|---|---|
| Type | Mutual Fund |
| Category | Long-Short Equity |
| Price | 13.83 |
| Price Yesterday | 13.86 |
| Market Cap | 562.37 |
| YTD Return | 8.98% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0 |
| Initial Purchase Amount | 2500 |
| Redeption Fee | 0 |
| Prospectus | 0.0213 |
Overview
| 52 Week High | 13.92 |
|---|---|
| 52 Week Low | 11.90 |
| Market Cap | 562.37M |
| Shares Outstanding | 40.66M |
| Income Dividend Yield | 2.21% |
| Long Term Dividend Yield | 6.72% |
| Short Term Dividend Yield | 1.65% |
| 52 Week Yield (All) | 10.57% |
Returns Annualized
| One Day | -42.11% |
|---|---|
| Five Days | 7.57% |
| One Months | 7.59% |
| Three Months | 3.61% |
| Six Months | 17.61% |
| Nine Months | 18.52% |
| One Year | 15.57% |
| Three Years | 9.46% |
| Five Years | 7.69% |
| Ten Years | 4.96% |
| YTD | 18.17% |
| Since Inception | 6.60% |
Returns Total
| One Day | -0.22% |
|---|---|
| Five Days | 0.14% |
| One Month | 0.58% |
| Three Months | 0.88% |
| Six Months | 8.30% |
| Nine Months | 13.43% |
| One Year | 15.55% |
| Three Years | 30.99% |
| Five Years | 44.71% |
| Ten Years | 62.11% |
| YTD | 8.98% |
| Since Inception | 137.96% |
Yearly Returns
| 2024 | 8.98% |
|---|---|
| 2023 | 4.46% |
| 2022 | 6.24% |
| 2021 | 23.45% |
| 2020 | -8.49% |
| 2019 | 12.28% |
| 2018 | -10.81% |
| 2017 | 9.80% |
| 2016 | 3.39% |
| 2015 | 1.07% |
Risk against SP-DA
| Alpha | -0.98% |
|---|---|
| Beta | 0.48 |
| Correlation | 84.86% |
| Downside Deviation | 1.09% |
| Coefficient of determination | 72.01% |
| Standard Deviation | 1.81% |
| Sharpe Ratio | -2.09 |
| Sortino | -12.11 |
| Treynor | 21.28 |
| Ulcer Index | 1.01 |
| Ulcer Performance Index | -12.99 |