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Boston Partners Global Long/Short Inv (BGRSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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16.29+0.08 (+0.49%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.45%
5-Year Average Return9.93%
Number of Years Up7
Number of Years Down2
Best 1 Yr Total Return (Jun 17, 2024)17.42%
Worst 1 Yr Total Return (Jun 17, 2024)N/A
Best 3-Yr Total Return17.42%
Worst 3-Yr Total Return-2.12%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBGRSXCategory
YTD8.44%9.18%
1-Month2.75%-0.20%
3-Month7.10%3.85%
1-Year17.74%22.90%
3-Year11.23%7.45%
5-Year10.50%7.00%
10-Year5.72%4.81%
Last Bull Market11.98%11.80%
Last Bear Market2.41%-12.04%

Annual Total Return (%) History

Year
BGRSXCategory
2024
N/AN/A
2023
8.11%N/A
2022
15.77%N/A
2021
17.42%N/A
2020
-0.74%7.89%
2019
4.27%11.90%
2018
-9.38%-6.29%
2017
7.23%11.18%
2016
2.09%2.34%
2015
6.26%-2.02%
2014
N/A2.92%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.20%N/AN/AN/A
2023-0.35%3.25%0.82%4.23%
20225.98%2.41%-2.79%9.74%
202110.11%2.13%0.08%4.33%
2020-17.66%8.01%-1.67%13.50%
20191.82%0.57%0.94%0.88%
2018-2.13%-2.35%2.68%-7.65%
20171.83%0.27%1.79%3.17%
2016-1.31%1.04%1.50%0.87%
20150.99%4.01%-2.26%3.50%
20140.79%-0.20%N/AN/A

Rank In Category (By Total Return)

YTD40
1-Month48
3-Month6
1-Year47
3-Year12
5-Year15

Load Adjusted Returns

1-Year17.74%
3-Year11.23%
5-Year10.50%
10-Year5.72%