Nasdaq - Delayed Quote USD

Boston Partners Long/Short Rsrch Instl (BPIRX)

14.04 +0.05 (+0.36%)
As of 8:05:08 a.m. EST. Market Open.

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 23.80%
Worst 1Y Total Return --
Number of Years Up 12
Number of Years Down 2

Performance & Risk

YTD Return 3.92%
5y Average Return 8.42%
Rank in Category (ytd) 53
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.37
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
BPIRXCategory AverageBPIRXCategory AverageBPIRXCategory Average
Alpha 1.95 -0.02 -0.52 -0.02 -2.05 -0.03
BETA 0.37 0.01 0.46 0 0.5 0.01
Mean Annual Return 0.69 0.01 0.66 0.01 0.47 0
R-squared 48 0.58 54.12 0.54 62.81 0.54
Standard Deviation 9.14 0.13 11.4 0.11 9.66 0.1
Sharpe Ratio 0.45 0 0.47 0.01 0.39 0
Treynor Ratio 10.69 0.05 10.63 0.16 6.88 0.07

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