PortfoliosLab logo

Boston Common ESG Impact U.S. Equity Fund (BCAMX)

Mutual Fund · Currency in USD · Last updated Mar 24, 2023

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.

Share Price Chart


Loading data...

Performance

The chart shows the growth of $10,000 invested in Boston Common ESG Impact U.S. Equity Fund in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $28,004 for a total return of roughly 180.04%. All prices are adjusted for splits and dividends.


150.00%160.00%170.00%180.00%190.00%200.00%NovemberDecember2023FebruaryMarch
180.04%
180.72%
BCAMX (Boston Common ESG Impact U.S. Equity Fund)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with BCAMX

Return

Boston Common ESG Impact U.S. Equity Fund had a return of 1.50% year-to-date (YTD) and -9.11% in the last 12 months. Over the past 10 years, Boston Common ESG Impact U.S. Equity Fund had an annualized return of 9.86%, while the S&P 500 benchmark had an annualized return of 9.76%, indicating that Boston Common ESG Impact U.S. Equity Fund performed slightly bigger than the benchmark.


PeriodReturnBenchmark
1 month-3.04%-3.20%
Year-To-Date1.50%2.84%
6 months6.25%4.19%
1 year-9.11%-12.48%
5 years (annualized)8.80%8.83%
10 years (annualized)9.86%9.76%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20235.32%-3.33%
2022-7.72%8.55%6.24%-4.99%

Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Boston Common ESG Impact U.S. Equity Fund Sharpe ratio is -0.36. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-1.00-0.80-0.60-0.40-0.200.00NovemberDecember2023FebruaryMarch
-0.36
-0.54
BCAMX (Boston Common ESG Impact U.S. Equity Fund)
Benchmark (^GSPC)

Dividend History

Boston Common ESG Impact U.S. Equity Fund granted a 6.21% dividend yield in the last twelve months. The annual payout for that period amounted to $3.15 per share.


PeriodTTM20222021202020192018201720162015201420132012
Dividend$3.15$3.15$2.76$0.19$1.84$2.03$1.33$0.69$0.30$0.77$1.21$0.15

Dividend yield

6.21%6.30%4.52%0.39%4.49%6.33%3.82%2.38%1.12%2.91%4.98%0.79%

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.


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.00$0.00
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$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.21
2012$0.15

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-25.00%-20.00%-15.00%-10.00%NovemberDecember2023FebruaryMarch
-17.32%
-17.68%
BCAMX (Boston Common ESG Impact U.S. Equity Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the Boston Common ESG Impact U.S. Equity Fund. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Boston Common ESG Impact U.S. Equity Fund is 33.06%, recorded on Mar 23, 2020. It took 102 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-33.06%Feb 20, 202023Mar 23, 2020102Aug 17, 2020125
-26.22%Dec 30, 2021117Jun 16, 2022
-19.42%Sep 21, 201865Dec 24, 201881Apr 23, 2019146
-12.34%May 19, 2015186Feb 11, 201645Apr 18, 2016231
-10.15%Jan 29, 201839Mar 23, 2018125Sep 20, 2018164
-9.58%Sep 3, 202014Sep 23, 202038Nov 16, 202052
-9.18%May 2, 201223Jun 4, 201251Aug 16, 201274
-8.3%Sep 8, 201428Oct 15, 201418Nov 10, 201446
-7.08%Sep 24, 201237Nov 15, 201237Jan 10, 201374
-7.05%Apr 30, 201924Jun 3, 201920Jul 1, 201944

Volatility Chart

Current Boston Common ESG Impact U.S. Equity Fund volatility is 18.70%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


10.00%20.00%30.00%40.00%50.00%NovemberDecember2023FebruaryMarch
18.70%
19.59%
BCAMX (Boston Common ESG Impact U.S. Equity Fund)
Benchmark (^GSPC)