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Boston Partners Small Cap Value II Inv (BPSCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.97+0.01 (+0.04%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.92%
5-year average return7.05%
Number of years up18
Number of years down7
Best 1-yr total return (16 Apr 2024)48.99%
Worst 1-yr total return (16 Apr 2024)N/A
Best 3-yr total return48.99%
Worst 3-yr total return2.58%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBPSCXCategory
YTD5.24%26.79%
1-month5.20%-1.77%
3-month5.24%4.45%
1-year19.84%71.02%
3-year4.74%9.35%
5-year9.47%12.17%
10-year7.04%9.95%
Last bull market58.10%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)

YTD41
1-month37
3-month41
1-year54
3-year65
5-year60

Load adjusted returns

1-year19.84%
3-year4.74%
5-year9.47%
10-year7.04%