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
US74316J6800
74316J680
Apr 30, 2012
$10,000
Large-Cap
Blend
Expense Ratio
BCAMX has a high expense ratio of 1.00%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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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 2.91% year-to-date (YTD) and 14.28% in the last 12 months. Over the past 10 years, Boston Common ESG Impact U.S. Equity Fund had an annualized return of 7.95%, while the S&P 500 had an annualized return of 11.26%, indicating that Boston Common ESG Impact U.S. Equity Fund did not perform as well as the benchmark.
BCAMX
2.91%
1.82%
2.47%
14.28%
8.50%
7.95%
^GSPC (Benchmark)
3.96%
1.97%
9.03%
22.16%
12.60%
11.26%
Monthly Returns
The table below presents the monthly returns of BCAMX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 1.51% | 2.91% | |||||||||||
| 2024 | 2.13% | 4.87% | 2.31% | -3.30% | 5.69% | 3.64% | -0.38% | 2.53% | 1.87% | -0.90% | 5.63% | -7.30% | 17.19% |
| 2023 | 5.32% | -3.33% | 3.52% | 0.99% | -1.65% | 7.17% | 1.96% | -0.80% | -5.22% | -1.81% | 8.83% | 4.22% | 19.78% |
| 2022 | -6.14% | -3.75% | 0.46% | -7.80% | -0.44% | -7.42% | 9.62% | -4.25% | -7.72% | 8.55% | 6.24% | -10.36% | -22.78% |
| 2021 | -0.85% | 2.23% | 3.96% | 4.19% | 0.89% | 2.77% | 2.55% | 3.70% | -5.84% | 7.50% | -2.10% | -0.47% | 19.41% |
| 2020 | -0.02% | -6.47% | -13.03% | 11.86% | 5.30% | 1.97% | 4.58% | 7.32% | -4.10% | -2.36% | 10.97% | 4.93% | 19.54% |
| 2019 | 7.54% | 3.16% | 1.73% | 3.65% | -6.73% | 6.69% | 0.98% | -1.20% | 1.72% | 1.79% | 3.42% | -0.21% | 24.09% |
| 2018 | 4.10% | -4.21% | -2.21% | 0.02% | 0.82% | 0.64% | 3.91% | 2.69% | 0.29% | -6.95% | 2.40% | -13.36% | -12.57% |
| 2017 | 1.84% | 3.91% | 0.49% | 1.11% | 1.96% | 0.23% | 1.52% | 1.01% | 1.70% | 2.42% | 2.34% | -1.77% | 17.98% |
| 2016 | -3.69% | -1.18% | 6.23% | 0.40% | 1.95% | 0.03% | 3.12% | 0.41% | -0.11% | -2.85% | 1.70% | 0.94% | 6.78% |
| 2015 | -2.99% | 6.93% | -1.92% | 1.01% | 1.00% | -2.26% | 1.59% | -4.79% | -3.62% | 7.95% | 0.75% | -0.89% | 1.93% |
| 2014 | -3.62% | 4.82% | 0.43% | -0.25% | 2.37% | 1.78% | -1.21% | 3.77% | -2.22% | 1.89% | 1.33% | -1.89% | 7.08% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BCAMX is 53, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
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 provided a 0.37% dividend yield over the last twelve months, with an annual payout of $0.27 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.27 | $0.27 | $0.30 | $0.12 | $0.06 | $0.19 | $0.31 | $0.29 | $0.37 | $0.31 | $0.29 | $0.27 |
Dividend yield | 0.37% | 0.39% | 0.51% | 0.24% | 0.10% | 0.35% | 0.68% | 0.78% | 0.86% | 0.85% | 0.85% | 0.78% |
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 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.27 | $0.27 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 | $0.30 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.12 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.06 |
| 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 | $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 | $0.27 | $0.31 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.29 | $0.29 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.37 | $0.37 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.31 | $0.31 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.29 | $0.29 |
| 2014 | $0.27 | $0.27 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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 5.76%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.06% | Feb 20, 2020 | 23 | Mar 23, 2020 | 102 | Aug 17, 2020 | 125 |
| -29.03% | Nov 17, 2021 | 146 | Jun 16, 2022 | 483 | May 20, 2024 | 629 |
| -22.99% | Sep 21, 2018 | 65 | Dec 24, 2018 | 220 | Nov 7, 2019 | 285 |
| -12.36% | 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 3.54%, 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.