Boston Trust Small Cap Fund (BOSOX)
Fund Info
ISIN | US1011566023 |
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CUSIP | 101156602 |
Issuer | Boston Trust Walden |
Region | North America (U.S.) |
Category | Small Cap Blend Equities |
Expense Ratio | 1.00% |
Minimum Investment | $100,000 |
Asset Class | Equity |
Asset Class Size | Small-Cap |
Asset Class Style | Blend |
Trading Data
Previous Close | $15.59 |
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Year Range | $14.57 - $18.33 |
EMA (50) | $15.86 |
EMA (200) | $16.52 |
BOSOXShare Price Chart
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BOSOXPerformance
The chart shows the growth of $10,000 invested in Boston Trust Small Cap Fund on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $34,545 for a total return of roughly 245.45%. All prices are adjusted for splits and dividends.
BOSOXReturns in periods
Period | Return | Benchmark |
---|---|---|
1M | -4.71% | -6.21% |
YTD | -13.20% | -18.17% |
6M | -11.77% | -17.47% |
1Y | -5.26% | -8.89% |
5Y | 9.84% | 10.04% |
10Y | 10.98% | 11.33% |
BOSOXMonthly Returns Heatmap
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BOSOXDividend History
Boston Trust Small Cap Fund granted a 10.29% dividend yield in the last twelve months. The annual payout for that period amounted to $1.60 per share.
Period | TTM | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend | $1.60 | $1.60 | $0.39 | $0.94 | $1.94 | $1.34 | $0.45 | $2.27 | $1.07 | $1.18 | $0.48 | $0.96 | $0.03 |
Dividend yield | 10.29% | 8.93% | 2.80% | 7.30% | 19.49% | 12.67% | 4.76% | 29.58% | 13.43% | 14.79% | 7.83% | 17.90% | 0.53% |
BOSOXDrawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
BOSOXWorst 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 36.79%, recorded on Mar 23, 2020. It took 172 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-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 |
-20.53% | Nov 17, 2021 | 146 | Jun 16, 2022 | — | — | — |
-16.7% | Jun 24, 2015 | 146 | Jan 21, 2016 | 92 | Jun 2, 2016 | 238 |
-16.42% | Apr 26, 2010 | 85 | Aug 24, 2010 | 51 | Nov 4, 2010 | 136 |
-12.28% | Jul 7, 2014 | 70 | Oct 13, 2014 | 53 | Dec 29, 2014 | 123 |
-11.51% | Mar 27, 2012 | 47 | Jun 1, 2012 | 72 | Sep 14, 2012 | 119 |
-9.18% | Jan 29, 2018 | 9 | Feb 8, 2018 | 76 | May 30, 2018 | 85 |
-9.09% | May 2, 2011 | 30 | Jun 13, 2011 | 17 | Jul 7, 2011 | 47 |
BOSOXVolatility Chart
Current Boston Trust Small Cap Fund volatility is 30.09%. 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.
Portfolios with Boston Trust Small Cap Fund
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