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.
Correlation
The correlation between BCAMX and HTGC is 0.44, 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
Key characteristics
BCAMX:
1.05
HTGC:
1.51
BCAMX:
1.38
HTGC:
1.86
BCAMX:
1.20
HTGC:
1.31
BCAMX:
1.53
HTGC:
1.78
BCAMX:
4.11
HTGC:
5.37
BCAMX:
3.65%
HTGC:
6.07%
BCAMX:
14.25%
HTGC:
21.58%
BCAMX:
-33.06%
HTGC:
-68.50%
BCAMX:
-5.76%
HTGC:
0.00%
Returns By Period
In the year-to-date period, BCAMX achieves a 2.91% return, which is significantly lower than HTGC's 5.87% return. Over the past 10 years, BCAMX has underperformed HTGC with an annualized return of 7.95%, while HTGC has yielded a comparatively higher 14.37% annualized return.
BCAMX
2.91%
1.82%
2.47%
14.28%
8.50%
7.95%
HTGC
5.87%
2.51%
16.52%
24.38%
19.22%
14.37%
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Risk-Adjusted Performance
BCAMX vs. HTGC — Risk-Adjusted Performance Rank
BCAMX
HTGC
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 0.37%, less than HTGC's 7.52% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCAMX Boston Common ESG Impact U.S. Equity Fund | 0.37% | 0.39% | 0.51% | 0.24% | 0.10% | 0.35% | 0.68% | 0.78% | 0.86% | 0.85% | 0.85% | 0.78% |
HTGC Hercules Capital, Inc. | 7.52% | 7.96% | 11.40% | 14.90% | 9.34% | 9.57% | 9.49% | 11.40% | 9.45% | 8.79% | 10.17% | 8.33% |
Drawdowns
BCAMX vs. HTGC - Drawdown Comparison
The maximum BCAMX drawdown since its inception was -33.06%, smaller than the maximum HTGC drawdown of -68.50%. 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
The current volatility for Boston Common ESG Impact U.S. Equity Fund (BCAMX) is 3.54%, while Hercules Capital, Inc. (HTGC) has a volatility of 4.05%. This indicates that BCAMX experiences smaller price fluctuations and is considered to be less risky than HTGC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.