Australia markets closed

Boston Partners Global Equity Instl (BPGIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
23.66-0.03 (-0.13%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.86%
5-year average return9.56%
Number of years up10
Number of years down2
Best 1-yr total return (27 June 2024)32.67%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return32.67%
Worst 3-yr total return2.13%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBPGIXCategory
YTD9.66%14.38%
1-month4.74%-1.21%
3-month7.36%5.03%
1-year25.07%39.50%
3-year6.99%9.11%
5-year11.63%10.10%
10-year7.62%7.90%
Last bull market22.84%15.53%
Last bear market-10.24%-17.52%

Annual total return (%) history

Year
BPGIXCategory
2024
N/AN/A
2023
14.11%N/A
2022
-3.07%N/A
2021
21.76%N/A
2020
3.26%2.50%
2019
18.77%20.73%
2018
-13.15%-10.41%
2017
20.37%18.90%
2016
8.50%9.24%
2015
0.80%-3.06%
2014
4.34%3.61%
2013
32.67%25.36%
2012
15.34%14.28%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.92%N/AN/AN/A
20233.56%2.42%-1.70%9.45%
2022-1.43%-10.24%-7.68%18.66%
202112.70%4.67%-1.70%5.00%
2020-29.53%16.19%3.54%21.81%
20198.75%1.87%0.12%7.09%
2018-1.14%-1.10%4.33%-14.86%
20175.70%3.88%3.62%5.80%
2016-0.07%0.48%6.66%1.31%
20153.63%2.44%-9.22%4.59%
20141.71%3.23%-2.47%1.90%
20139.54%1.37%8.91%9.70%
201211.70%-5.91%7.52%2.07%

Rank in category (by total return)

YTD17
1-month8
3-month12
1-year24
3-year18
5-year21

Load adjusted returns

1-year25.07%
3-year6.99%
5-year11.63%
10-year7.62%