Boston Partners Long/Short Equity Fund Institutional Class (BPLSX)

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Boston Partners Long/Short Equity Fund Institutional Class (BPLSX) is up 13.7% since the beginning of the year. BPLSX is currently trading at $17 per share. Investors who bought $1,000 worth of BPLSX shares 5 years ago would now be looking at an investment worth $2,972.

Boston Partners Long/Short Equity Fund Institutional Class (BPLSX) has returned 13.69% so far this year and 33.21% over the past 12 months. Over the last ten years, BPLSX has returned 13.03% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.

Based on dividend-adjusted daily data since Nov 16, 1998, BPLSX's average daily return is +0.05%, while the average monthly return is +0.99%. At this rate, an investment would double in approximately 5.9 years.

Historically, 61% of months were positive and 39% were negative. The best month was Apr 2009 with a return of +21.0%, while the worst month was Nov 2008 at -13.0%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 5 months.

On a daily basis, BPLSX closed higher 51% of trading days. The best single day was Dec 13, 2024 with a return of +53.0%, while the worst single day was Dec 16, 2024 at -18.1%.

Boston Partners Long/Short Equity Fund Institutional Class has an annualized alpha of 8.83%, beta of 0.45, and R2 of 0.23 versus S&P 500 Index. Calculated based on daily prices since November 16, 1998.

• This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (53.52%) than losses (21.98%) - typical of diversified or defensive assets.
• Beta of 0.45 may look defensive, but with R2 of 0.23 this fund is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
• R2 of 0.23 means this fund moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

BPLSX has a high expense ratio of 2.04%, indicating above-average management fees.

BPLSX ranks 94 for risk / return — in the top 94% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

Boston Partners Long/Short Equity Fund Institutional Class provided a 6.98% dividend yield over the last twelve months, with an annual payout of $1.15 per share.

The table displays the monthly dividend distributions for Boston Partners Long/Short Equity Fund Institutional Class. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Boston Partners Long/Short Equity Fund Institutional Class. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Boston Partners Long/Short Equity Fund Institutional Class was 43.20%, occurring on Nov 20, 2008. Recovery took 139 trading sessions.

The current Boston Partners Long/Short Equity Fund Institutional Class drawdown is 1.31%.

The chart below shows the rolling one-month volatility.