Nasdaq - Delayed Quote
USD
Boston Partners Long/Short Rsrch Instl (BPIRX)
15.28
+0.07
(+0.46%)
At close: 8:00:12 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 8.83% |
|---|---|
| 5y Average Return | 10.40% |
| Number of Years Up | 13 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Oct 29, 2026) | 23.80% |
| Worst 1Y Total Return (Oct 29, 2026) | -- |
| Best 3Y Total Return | 23.80% |
| Worst 3Y Total Return | -2.62% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
BPIRX
Category
- YTD
- 4.49%
- 0.00%
- 1-Month
- -3.17%
- 0.00%
- 3-Month
- -1.74%
- 0.00%
- 1-Year
- 6.14%
- 0.00%
- 3-Year
- 12.63%
- 0.00%
- 5-Year
- 10.23%
- 0.00%
- 10-Year
- 6.94%
- 0.00%
- Last Bull Market
- 19.39%
- 0.00%
- Last Bear Market
- -3.58%
- 0.00%
Annual Total Return (%) History
Year
BPIRX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-0.71% | 7.10% | -1.74% | -- |
|
2025
|
1.41% | 5.55% | 5.74% | 1.58% |
|
2024
|
8.77% | 0.35% | 4.99% | -0.96% |
|
2023
|
-2.27% | 1.02% | 1.22% | 4.82% |
|
2022
|
3.19% | -3.58% | -3.14% | 10.49% |
|
2021
|
6.86% | 6.74% | 1.38% | 7.05% |
|
2020
|
-18.51% | 0.23% | 0.31% | 11.99% |
|
2019
|
3.88% | 1.93% | 1.57% | 4.67% |
|
2018
|
-0.76% | -2.73% | 2.31% | -9.48% |
|
2017
|
2.65% | 1.01% | 2.31% | 3.78% |
Rank in Category (By Total Return)
| YTD | 70 |
| 1-Month | 72 |
|---|---|
| 3-Month | 79 |
| 1-Year | 64 |
| 3-Year | 46 |
| 5-Year | 35 |
Load Adjusted Returns
| 1-Year | 6.14% |
| 3-Year | 12.63% |
|---|---|
| 5-Year | 10.23% |
| 10-Year | 6.94% |
Performance & Risk
| YTD Return | 8.83% |
| 5y Average Return | 10.40% |
| Rank in Category (ytd) | 70 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.47 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Boston Partners |
| Net Assets | 599.77M |
| YTD Return | 4.49% |
| Yield | 0.92% |
| Morningstar Rating | |
| Inception Date | Nov 29, 2010 |
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.
