Boston Common ESG Impact U.S. Equity Fund (BCAMX)
The investment seeks long-term capital appreciation. The Adviser seeks to preserve and build capital over the long term through investing in a diversified portfolio of stocks and American Depositary Receipts ("ADRs") of companies the adviser believe are high quality (lower debt/total capital, earnings stability and stable cash flow), sustainable and undervalued. The fund normally invests at least 80% of its net assets, plus borrowings for investment purposes, in equity securities of U.S. companies.
Fund Info
| ISIN | US74316J6800 |
|---|---|
| CUSIP | 74316J680 |
| Issuer | Boston Common |
| Inception Date | Apr 30, 2012 |
| Category | Large Cap Blend Equities |
| Min. Investment | $10,000 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
The Boston Common ESG Impact U.S. Equity Fund has a high expense ratio of 1.00%, indicating higher-than-average management fees.
Share Price Chart
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Popular comparisons: BCAMX vs. HTGC
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Boston Common ESG Impact U.S. Equity Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Boston Common ESG Impact U.S. Equity Fund had a return of 5.84% year-to-date (YTD) and 25.66% in the last 12 months. Over the past 10 years, Boston Common ESG Impact U.S. Equity Fund had an annualized return of 10.63%, while the S&P 500 benchmark had an annualized return of 10.55%, indicating that Boston Common ESG Impact U.S. Equity Fund performed slightly bigger than the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 5.84% | 6.30% |
| 1 month | -3.25% | -3.13% |
| 6 months | 24.72% | 19.37% |
| 1 year | 25.66% | 22.56% |
| 5 years (annualized) | 12.38% | 11.65% |
| 10 years (annualized) | 10.63% | 10.55% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.13% | 4.87% | 2.31% | |||||||||
| 2023 | -5.22% | -1.81% | 8.83% | 9.81% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
Boston Common ESG Impact U.S. Equity Fund(BCAMX)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Boston Common ESG Impact U.S. Equity Fund (BCAMX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Boston Common ESG Impact U.S. Equity Fund granted a 5.29% dividend yield in the last twelve months. The annual payout for that period amounted to $3.33 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.33 | $3.33 | $3.15 | $2.76 | $0.19 | $1.84 | $2.03 | $1.33 | $0.69 | $0.30 | $0.77 | $1.21 |
Dividend yield | 5.29% | 5.60% | 6.30% | 4.25% | 0.35% | 4.04% | 5.47% | 3.13% | 1.89% | 0.88% | 2.25% | 3.77% |
Monthly Dividends
The table displays the monthly dividend distributions for Boston Common ESG Impact U.S. Equity Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | |||||||||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.33 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.15 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.76 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 |
| 2019 | $0.01 | $0.01 | $0.01 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.80 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.03 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.33 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.69 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.77 |
| 2013 | $1.21 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Boston Common ESG Impact U.S. Equity Fund. 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 Common ESG Impact U.S. Equity Fund was 33.06%, occurring on Mar 23, 2020. Recovery took 102 trading sessions.
The current Boston Common ESG Impact U.S. Equity Fund drawdown is 3.40%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.06% | Feb 20, 2020 | 23 | Mar 23, 2020 | 102 | Aug 17, 2020 | 125 |
| -26.22% | Dec 30, 2021 | 117 | Jun 16, 2022 | 375 | Dec 13, 2023 | 492 |
| -19.42% | Sep 21, 2018 | 65 | Dec 24, 2018 | 81 | Apr 23, 2019 | 146 |
| -12.34% | May 19, 2015 | 186 | Feb 11, 2016 | 45 | Apr 18, 2016 | 231 |
| -10.15% | Jan 29, 2018 | 39 | Mar 23, 2018 | 110 | Aug 29, 2018 | 149 |
Volatility
Volatility Chart
The current Boston Common ESG Impact U.S. Equity Fund volatility is 3.60%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.