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.
Share Price Chart
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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.
Compare to other instruments
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.
| Period | Return | Benchmark |
|---|---|---|
| 1 month | -3.04% | -3.20% |
| Year-To-Date | 1.50% | 2.84% |
| 6 months | 6.25% | 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
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 5.32% | -3.33% | ||||||||||
| 2022 | -7.72% | 8.55% | 6.24% | -4.99% |
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.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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.
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, 2020 | 23 | Mar 23, 2020 | 102 | Aug 17, 2020 | 125 |
| -26.22% | Dec 30, 2021 | 117 | Jun 16, 2022 | — | — | — |
| -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 | 125 | Sep 20, 2018 | 164 |
| -9.58% | Sep 3, 2020 | 14 | Sep 23, 2020 | 38 | Nov 16, 2020 | 52 |
| -9.18% | May 2, 2012 | 23 | Jun 4, 2012 | 51 | Aug 16, 2012 | 74 |
| -8.3% | Sep 8, 2014 | 28 | Oct 15, 2014 | 18 | Nov 10, 2014 | 46 |
| -7.08% | Sep 24, 2012 | 37 | Nov 15, 2012 | 37 | Jan 10, 2013 | 74 |
| -7.05% | Apr 30, 2019 | 24 | Jun 3, 2019 | 20 | Jul 1, 2019 | 44 |
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.