BCAMX vs. HTGC
Compare and contrast key facts about Boston Common ESG Impact U.S. Equity Fund (BCAMX) and Hercules Capital, Inc. (HTGC).
BCAMX is managed by Boston Common. It was launched on Apr 30, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BCAMX or HTGC.
Key characteristics
| BCAMX | HTGC | |
|---|---|---|
| YTD Return | 6.58% | 18.30% |
| 1Y Return | 28.84% | 67.96% |
| 3Y Return (Ann) | 7.56% | 15.61% |
| 5Y Return (Ann) | 12.46% | 19.64% |
| 10Y Return (Ann) | 10.59% | 14.27% |
| Sharpe Ratio | 2.01 | 3.19 |
| Daily Std Dev | 13.81% | 20.72% |
| Max Drawdown | -33.06% | -68.29% |
| Current Drawdown | -2.73% | 0.00% |
Correlation
The correlation between BCAMX and HTGC is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BCAMX vs. HTGC - Performance Comparison
In the year-to-date period, BCAMX achieves a 6.58% return, which is significantly lower than HTGC's 18.30% return. Over the past 10 years, BCAMX has underperformed HTGC with an annualized return of 10.59%, while HTGC has yielded a comparatively higher 14.27% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BCAMX vs. HTGC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Boston Common ESG Impact U.S. Equity Fund (BCAMX) and Hercules Capital, Inc. (HTGC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BCAMX vs. HTGC - Dividend Comparison
BCAMX's dividend yield for the trailing twelve months is around 5.25%, less than HTGC's 9.48% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCAMX Boston Common ESG Impact U.S. Equity Fund | 5.25% | 5.60% | 6.30% | 4.25% | 0.35% | 4.04% | 5.47% | 3.13% | 1.89% | 0.88% | 2.25% | 3.77% |
HTGC Hercules Capital, Inc. | 9.48% | 11.40% | 14.90% | 9.34% | 9.57% | 9.49% | 11.40% | 9.45% | 8.79% | 10.17% | 8.33% | 6.77% |
Drawdowns
BCAMX vs. HTGC - Drawdown Comparison
The maximum BCAMX drawdown since its inception was -33.06%, smaller than the maximum HTGC drawdown of -68.29%. Use the drawdown chart below to compare losses from any high point for BCAMX and HTGC. For additional features, visit the drawdowns tool.
Volatility
BCAMX vs. HTGC - Volatility Comparison
Boston Common ESG Impact U.S. Equity Fund (BCAMX) has a higher volatility of 4.02% compared to Hercules Capital, Inc. (HTGC) at 3.54%. This indicates that BCAMX's price experiences larger fluctuations and is considered to be riskier than HTGC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.