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BPLEX: BOSTON PARTNERS LONG/SHORT EQUITY FUND INVESTOR (MUTUAL FUND)
Basic Info 11.7 0.06(0.51%) June 05
| Asset Class: | Long/Short Equity |
| MyPlanIQ Rating: | (83%) |
| Start Date: | 12/30/1999 |
| Last Dividend Date: | 12/12/2025 |
| 12-Mo. Yield | 11.92% |
| Expenses | 2.27% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/30/1999 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.0 | 11.0 | 31.9 | 22.4 | 11.5 | 3.7 | 4.9 | 7.4 | 9.3 | 27.9 | 12.8 | 14.9 | -7.2 | 25.1 | -35.0 | 9.0 | -15.7 | 2.5 | 22.2 | -1.5 | 4.6 | 7.6 | 12.3 | 5.7 | 26.2 | 80.9 | -21.6 | -4.4 | 16.2 | 17.0 | 8.0 | -2.2 | -0.8 | 25.0 | 59.9 | 2.2 |
| Sharpe Ratio | NA | 2.06 | 2.79 | 1.8 | 0.65 | 0.11 | NA | NA | 0.49 | 2.02 | 1.0 | 1.17 | -0.43 | 1.46 | -0.77 | 0.96 | -1.56 | 0.22 | 1.84 | -0.18 | 0.6 | 1.42 | 2.18 | 0.45 | 1.64 | 2.8 | -0.63 | -1.08 | 2.35 | 2.84 | 1.25 | -0.44 | -0.2 | 2.07 | 4.47 | NA |
| Draw Down(%) | NA | 5.2 | 5.2 | 10.7 | 15.8 | 47.2 | NA | NA | 47.2 | 10.7 | 5.7 | 7.2 | 15.8 | 10.2 | 37.3 | 6.9 | 21.4 | 9.3 | 7.4 | 7.4 | 8.1 | 4.1 | 2.5 | 7.7 | 16.1 | 24.3 | 39.6 | 10.5 | 6.5 | 2.2 | 7.3 | 6.7 | 14.5 | 8.7 | 5.0 | 0.0 |
| Standard Deviation(%) | NA | 12.2 | 10.5 | 10.6 | 13.8 | 18.8 | NA | NA | 16.1 | 12.5 | 9.2 | 9.7 | 20.3 | 17.2 | 45.6 | 7.8 | 11.0 | 8.6 | 11.9 | 8.4 | 7.5 | 5.3 | 5.6 | 12.6 | 15.9 | 28.8 | 35.5 | 7.0 | 5.5 | 5.2 | 5.6 | 6.5 | 9.7 | 11.1 | 12.4 | 0.0 |
| Treynor Ratio | NA | 0.43 | 0.52 | 0.35 | 0.17 | 0.04 | NA | NA | 0.17 | 0.45 | 0.18 | 0.21 | -0.19 | 0.51 | -0.54 | 0.16 | -0.34 | 0.02 | 0.3 | -0.1 | -2.64 | 1.14 | 0.62 | 0.13 | 0.33 | 0.81 | -0.29 | -0.3 | 1.07 | 1.27 | 0.65 | 1.3 | -0.8 | -1.23 | -3.15 | 0.0 |
| Alpha | NA | 0.05 | 0.05 | 0.03 | 0.01 | -0.02 | NA | NA | 0.02 | 0.06 | 0.0 | 0.0 | 0.01 | 0.04 | -0.19 | -0.02 | -0.06 | -0.06 | 0.05 | -0.01 | 0.02 | 0.02 | 0.03 | 0.02 | 0.05 | 0.14 | 0.04 | -0.03 | 0.04 | 0.05 | 0.02 | -0.01 | 0.0 | 0.07 | 0.17 | NA |
| Beta | NA | 0.58 | 0.56 | 0.54 | 0.52 | 0.57 | NA | NA | 0.46 | 0.56 | 0.51 | 0.54 | 0.46 | 0.49 | 0.65 | 0.47 | 0.51 | 0.88 | 0.72 | 0.15 | -0.02 | 0.07 | 0.2 | 0.45 | 0.8 | 1.0 | 0.78 | 0.25 | 0.12 | 0.12 | 0.11 | -0.02 | 0.02 | -0.19 | -0.18 | NA |
| RSquared | NA | 0.44 | 0.43 | 0.58 | 0.42 | 0.34 | NA | NA | 0.32 | 0.7 | 0.49 | 0.53 | 0.32 | 0.14 | 0.29 | 0.56 | 0.62 | 0.47 | 0.63 | 0.07 | 0.0 | 0.02 | 0.2 | 0.69 | 0.82 | 0.88 | 0.81 | 0.34 | 0.05 | 0.05 | 0.05 | 0.0 | 0.0 | 0.13 | 0.1 | 0.0 |
| Yield(%) | N/A | 0.0 | 11.7 | 19.3 | 11.0 | 5.5 | 6.2 | 7.8 | N/A | 12.6 | 25.8 | 25.2 | 0.0 | 0.0 | 0.0 | 11.0 | 7.4 | 0.8 | 0.0 | 8.9 | 9.2 | 6.4 | 6.8 | 10.5 | 9.8 | 0.0 | 16.9 | 10.7 | 11.1 | 9.4 | 0.0 | 0.0 | 4.3 | 3.9 | 1.4 | 1.6 |
| Dividend Growth(%) | N/A | -100.0 | -57.1 | N/A | 96.3 | -35.1 | N/A | N/A | N/A | -57.1 | -8.8 | N/A | N/A | N/A | -100.0 | 14.2 | 802.5 | N/A | -100.0 | -7.6 | 43.2 | -0.5 | -38.8 | 25.2 | N/A | -100.0 | 30.8 | 2.0 | 26.3 | N/A | N/A | -100.0 | 32.4 | 343.5 | -10.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/30/1999
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