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Boston Partners Small Cap Value II Inv (BPSCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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25.12+0.21 (+0.84%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.82%
5-Year Average Return7.61%
Number of Years Up18
Number of Years Down7
Best 1 Yr Total Return (May 2, 2024)48.99%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return48.99%
Worst 3-Yr Total Return2.58%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBPSCXCategory
YTD-0.20%26.79%
1-Month-5.17%-1.77%
3-Month3.61%4.45%
1-Year16.52%71.02%
3-Year1.48%9.35%
5-Year7.15%12.17%
10-Year6.66%9.95%
Last Bull Market22.56%28.07%
Last Bear Market-12.23%-24.24%

Annual Total Return (%) History

Year
BPSCXCategory
2024
N/AN/A
2023
16.36%N/A
2022
-11.70%N/A
2021
25.53%N/A
2020
1.30%4.02%
2019
27.71%21.43%
2018
-16.56%-15.46%
2017
9.50%8.54%
2016
25.68%25.99%
2015
-4.56%-6.71%
2014
3.90%3.34%
2013
34.40%36.22%
2012
22.54%16.00%
2011
-3.67%-4.45%
2010
18.24%26.17%
2009
48.99%31.32%
2008
-34.82%-32.24%
2007
-7.56%-6.08%
2006
15.66%16.27%
2005
7.54%6.40%
2004
16.47%21.14%
2003
52.90%42.38%
2002
-15.94%-10.12%
2001
47.49%15.92%
2000
44.41%18.64%
1999
6.25%6.78%
1998
N/A-6.93%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.24%N/AN/AN/A
20232.18%2.63%-0.08%11.05%
2022-2.31%-12.23%-5.70%9.21%
202118.15%5.29%-2.50%3.50%
2020-39.01%21.43%5.39%29.78%
201911.69%4.05%1.75%8.00%
2018-1.79%3.97%0.78%-18.91%
20170.08%1.79%4.29%3.06%
20161.74%2.12%8.84%11.15%
20153.30%0.63%-10.06%2.08%
20141.23%3.28%-6.67%6.48%
201310.18%1.73%10.95%8.07%
201212.90%-3.03%8.30%3.35%
20117.62%-1.94%-20.47%14.77%
20109.27%-10.58%5.42%14.79%
2009-12.73%29.32%23.84%6.60%
2008-9.25%-3.21%0.85%-26.42%
20072.48%4.10%-8.28%-5.53%
20067.92%-4.48%1.43%10.62%
2005-3.30%4.44%4.25%2.15%
20048.57%-1.22%-4.61%13.86%
2003-5.82%29.19%8.91%15.39%
20026.46%-2.59%-21.19%2.85%
200114.99%22.15%-14.87%23.35%
20008.88%8.26%12.72%8.69%
1999-7.97%18.11%-4.62%2.48%
1998-23.30%6.39%N/AN/A

Rank In Category (By Total Return)

YTD35
1-Month26
3-Month23
1-Year41
3-Year68
5-Year63

Load Adjusted Returns

1-Year16.52%
3-Year1.48%
5-Year7.15%
10-Year6.66%