Page 372 - DCAC February 2024 Files

40.0
32.0
Risk (Standard Deviation %)
24.0
(5 YEARS*)
16.0
8.0
RISK VS. RETURN
0.0
3.0
15.0
18.0
12.0
9.0
6.0
Return (%)
Years
10
Years
7
Years
5
Years
3
(49) Standard Return Deviation (48) 6.90 (62) 6.48 (63) 11.06 (77) 9.11 25.05 11.06 Boston Partners SCV II   (55) 6.76 (68) 6.10 (81) 10.00 (91) 7.94 (69) 25.01 10.00 Russell 2000 Value Index   26.14 11.61 Median 6.84 7.02 11.61 11.29  2016 2017 2018 2019 2020 2021 (61) 25.97 (36) 9.78 (51) -16.34 (7) 28.02 (64) 1.60 (91)
PEER GROUP ANALYSIS - IM U.S. Small Cap Value Equity (MF)
1 Year 16.68 14.65 16.55 (58) (96) (77) (91)
2022 -11.49 -14.48 -11.09 3 Years Ending Dec-2023 9.11 7.94 11.29
(49) (69)
Year To Date 16.68 14.65 16.55
(86) (24)
Last Quarter 11.11 15.26 13.31 CALENDAR YEAR RETURNS AND PERCENTILE RANKINGS ROLLING 3 YEAR RETURN AND PERCENTILE RANKINGS
30.0 25.0 20.0 15.0 10.0 5.0 0.0 IM U.S. Small Cap Value Equity (MF) Median IM U.S. Small Cap Value Equity (MF) Median
Boston Partners SCV II   Russell 2000 Value Index   Median Boston Partners SCV II Russell 2000 Val Idx Boston Partners SCV II Russell 2000 Val Idx
Return
Boston Partners SCV II 12/31/23 FUND INFORMATION Boston Partners Fund Family : 07/01/1998 Fund Inception : George Gumpert Portfolio Manager : $499 Million Total Assets : 65% Turnover : Investment Strategy: Boston Partners Small Cap Value is fundamental, bottom-up value strategy. Their value discipline is rooted in three "fundamental truths": 1. Low valuation stocks outperform high valuation stocks. 2. Compani