Boston Trust Small Cap Fund (BOSOX)
Share Price Chart
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Performance
The chart shows the growth of $10,000 invested in Boston Trust Small Cap Fund in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $38,774 for a total return of roughly 287.74%. All prices are adjusted for splits and dividends.
Compare to other instruments
Return
Boston Trust Small Cap Fund had a return of 0.06% year-to-date (YTD) and -3.51% in the last 12 months. Over the past 10 years, Boston Trust Small Cap Fund had an annualized return of 9.53%, which was very close to the S&P 500 benchmark's annualized return of 9.86%.
| Period | Return | Benchmark |
|---|---|---|
| 1 month | -5.92% | -0.66% |
| Year-To-Date | 0.06% | 3.42% |
| 6 months | 7.67% | 5.67% |
| 1 year | -3.51% | -10.89% |
| 5 years (annualized) | 9.89% | 8.95% |
| 10 years (annualized) | 9.53% | 9.86% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 7.84% | -1.67% | ||||||||||
| 2022 | -7.20% | 12.66% | 3.63% | -4.76% |
Dividend History
Boston Trust Small Cap Fund granted a 5.08% dividend yield in the last twelve months. The annual payout for that period amounted to $0.79 per share.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.79 | $0.79 | $1.60 | $0.39 | $0.94 | $1.94 | $1.34 | $0.45 | $2.27 | $1.07 | $1.18 | $0.48 |
Dividend yield | 5.08% | 5.09% | 9.37% | 2.94% | 7.66% | 20.46% | 13.30% | 4.99% | 31.06% | 14.10% | 15.53% | 8.21% |
Monthly Dividends
The table displays the monthly dividend distributions for Boston Trust Small Cap 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 | $0.79 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.60 |
| 2020 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.94 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.94 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.34 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.45 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.27 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.07 |
| 2013 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.18 |
| 2012 | $0.48 |
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 Trust Small Cap 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 Trust Small Cap Fund is 53.78%, recorded on Mar 9, 2009. It took 441 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -53.78% | Oct 10, 2007 | 354 | Mar 9, 2009 | 441 | Dec 6, 2010 | 795 |
| -36.79% | Jan 17, 2020 | 45 | Mar 23, 2020 | 172 | Nov 24, 2020 | 217 |
| -26.69% | Jul 8, 2011 | 61 | Oct 3, 2011 | 120 | Mar 26, 2012 | 181 |
| -22.21% | Sep 17, 2018 | 69 | Dec 24, 2018 | 145 | Jul 24, 2019 | 214 |
| -20.52% | Nov 17, 2021 | 146 | Jun 16, 2022 | — | — | — |
| -16.7% | Jun 24, 2015 | 146 | Jan 21, 2016 | 92 | Jun 2, 2016 | 238 |
| -13.01% | Apr 20, 2006 | 60 | Jul 17, 2006 | 85 | Nov 14, 2006 | 145 |
| -12.28% | Jul 7, 2014 | 70 | Oct 13, 2014 | 53 | Dec 29, 2014 | 123 |
| -11.51% | Mar 27, 2012 | 47 | Jun 1, 2012 | 71 | Sep 13, 2012 | 118 |
| -9.19% | Jan 29, 2018 | 9 | Feb 8, 2018 | 76 | May 30, 2018 | 85 |
Volatility Chart
Current Boston Trust Small Cap Fund volatility is 26.15%. 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.