- ISIN
- US74316J6800
- CUSIP
- 74316J680
- Issuer
- Boston Common
- Inception Date
- Apr 30, 2012
- Category
- Large Cap Blend Equities
- Min. Investment
- $10,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
BCAMX Performance Chart
Boston Common ESG Impact U.S. Equity Fund (BCAMX) is up 7.5% since the beginning of the year. BCAMX is currently trading at $80 per share. Investors who bought $1,000 worth of BCAMX shares 5 years ago would now be looking at an investment worth $1,706.
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Returns By Period
Boston Common ESG Impact U.S. Equity Fund (BCAMX) has returned 7.46% so far this year and 22.09% over the past 12 months. Over the last ten years, BCAMX has returned 12.78% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Boston Common ESG Impact U.S. Equity Fund
- 1D
- 1.06%
- 1M
- 0.83%
- YTD
- 7.46%
- 6M
- 7.07%
- 1Y
- 22.09%
- 3Y*
- 18.41%
- 5Y*
- 11.27%
- 10Y*
- 12.78%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
BCAMX Monthly Returns History
Based on dividend-adjusted daily data since Apr 30, 2012, BCAMX's average daily return is +0.05%, while the average monthly return is +1.03%. At this rate, an investment would double in approximately 5.6 years.
Historically, 67% of months were positive and 33% were negative. The best month was Apr 2020 with a return of +11.9%, while the worst month was Mar 2020 at -13.0%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 3 months.
On a daily basis, BCAMX closed higher 54% of trading days. The best single day was Mar 13, 2020 with a return of +9.3%, while the worst single day was Mar 16, 2020 at -11.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.17% | 0.92% | -5.54% | 9.00% | 3.13% | 0.10% | 7.46% | ||||||
| 2025 | 1.51% | -0.50% | -6.89% | 1.02% | 5.93% | 4.13% | 1.14% | 2.12% | 2.87% | 2.34% | 1.50% | -1.24% | 14.23% |
| 2024 | 2.13% | 4.87% | 2.31% | -3.30% | 5.69% | 3.64% | -0.38% | 2.53% | 1.87% | -0.90% | 5.63% | -2.07% | 23.81% |
| 2023 | 5.32% | -3.33% | 3.52% | 0.99% | -1.65% | 7.17% | 1.96% | -0.80% | -5.22% | -1.81% | 8.83% | 5.32% | 21.04% |
| 2022 | -6.14% | -3.75% | 0.46% | -7.80% | -0.44% | -7.42% | 9.62% | -4.25% | -7.72% | 8.55% | 6.24% | -4.99% | -18.15% |
| 2021 | -0.85% | 2.23% | 3.96% | 4.19% | 0.89% | 2.77% | 2.55% | 3.70% | -5.84% | 7.50% | -2.10% | 3.76% | 24.49% |
Benchmark Metrics
Boston Common ESG Impact U.S. Equity Fund has an annualized alpha of -0.09%, beta of 0.97, and R2 of 0.97 versus S&P 500 Index. Calculated based on daily prices since April 30, 2012.
- This fund participated in 95.73% of S&P 500 Index downside but only 94.71% of its upside - more exposed to losses than it benefited from rallies.
- With beta of 0.97 and R2 of 0.97, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- -0.09%
- Beta
- 0.97
- R²
- 0.97
- Upside Capture
- 94.71%
- Downside Capture
- 95.73%
Expense Ratio
BCAMX has a high expense ratio of 1.00%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
BCAMX ranks 49 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Boston Common ESG Impact U.S. Equity Fund (BCAMX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BCAMX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.18 | ||
| Sortino ratioReturn per unit of downside risk | -0.13 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.37 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.49 | 2.78 | -0.29 |
| Martin ratioReturn relative to average drawdown | 11.54 | 12.44 | -0.90 |
Dividends
Dividend History
Boston Common ESG Impact U.S. Equity Fund provided a 5.81% dividend yield over the last twelve months, with an annual payout of $4.67 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $4.67 | $4.67 | $4.32 | $0.92 | $3.15 | $2.76 | $0.19 | $1.80 | $2.03 | $1.33 | $0.69 | $0.30 |
Dividend yield | 5.81% | 6.24% | 6.22% | 1.55% | 6.30% | 4.25% | 0.35% | 3.94% | 5.47% | 3.13% | 1.89% | 0.88% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.67 | $4.67 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.32 | $4.32 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.92 | $0.92 |
| 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 | $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 | $2.76 |
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.
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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 0.62%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -33.06%Mar 2020 | 1mo 2d | 4mo 27d | 5mo 29dFeb 2020 - Aug 2020 |
Bear market2022 | -26.22%Jun 2022 | 5mo 18d | 1y 7mo | 2y 20dDec 2021 - Jan 2024 |
Rate-hike selloffLate 2018 | -19.42%Dec 2018 | 3mo 4d | 4mo | 7mo 4dSep 2018 - Apr 2019 |
2025 selloff2025 | -18.63%Apr 2025 | 3mo 22d | 2mo 20d | 6mo 12dDec 2024 - Jun 2025 |
2016 correction2016 | -12.34%Feb 2016 | 8mo 28d | 2mo 7d | 11mo 5dMay 2015 - Apr 2016 |
Drawdown Indicators
| BCAMX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.06% | -56.78% | +23.72% |
Max Drawdown (1Y)Largest decline over 1 year | -8.81% | -9.10% | +0.29% |
Max Drawdown (3Y)Largest decline over 3 years | -18.63% | -18.90% | +0.27% |
Max Drawdown (5Y)Largest decline over 5 years | -26.22% | -25.43% | -0.79% |
Max Drawdown (10Y)Largest decline over 10 years | -33.06% | -33.92% | +0.86% |
Current DrawdownCurrent decline from peak | -0.62% | -1.80% | +1.18% |
Average DrawdownAverage peak-to-trough decline | -4.21% | -10.71% | +6.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.90% | 2.03% | -0.13% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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