BOSOX vs. TISBX
Compare and contrast key facts about Boston Trust Small Cap Fund (BOSOX) and TIAA-CREF Small-Cap Blend Index Fund (TISBX).
BOSOX is managed by Boston Trust Walden. TISBX is managed by TIAA Investments. It was launched on Oct 1, 2002.
Performance
BOSOX vs. TISBX - Performance Comparison
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BOSOX vs. TISBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BOSOX Boston Trust Small Cap Fund | -4.10% | -4.04% | 12.52% | 10.09% | -9.05% | 28.10% | 8.27% | 38.35% | -6.01% | 12.24% |
TISBX TIAA-CREF Small-Cap Blend Index Fund | -2.48% | 12.72% | 11.60% | 17.07% | -20.31% | 14.85% | 20.14% | 25.61% | -10.99% | 13.14% |
Returns By Period
In the year-to-date period, BOSOX achieves a -4.10% return, which is significantly lower than TISBX's -2.48% return. Both investments have delivered pretty close results over the past 10 years, with BOSOX having a 9.28% annualized return and TISBX not far ahead at 9.40%.
BOSOX
- 1D
- -0.25%
- 1M
- -8.25%
- YTD
- -4.10%
- 6M
- -4.75%
- 1Y
- -4.04%
- 3Y*
- 3.34%
- 5Y*
- 3.57%
- 10Y*
- 9.28%
TISBX
- 1D
- -1.45%
- 1M
- -8.16%
- YTD
- -2.48%
- 6M
- -0.39%
- 1Y
- 21.39%
- 3Y*
- 11.79%
- 5Y*
- 3.13%
- 10Y*
- 9.40%
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BOSOX vs. TISBX - Expense Ratio Comparison
BOSOX has a 1.00% expense ratio, which is higher than TISBX's 0.05% expense ratio.
Return for Risk
BOSOX vs. TISBX — Risk / Return Rank
BOSOX
TISBX
BOSOX vs. TISBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Boston Trust Small Cap Fund (BOSOX) and TIAA-CREF Small-Cap Blend Index Fund (TISBX). 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.
| BOSOX | TISBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.13 | 0.91 | -1.03 |
Sortino ratioReturn per unit of downside risk | -0.05 | 1.39 | -1.45 |
Omega ratioGain probability vs. loss probability | 0.99 | 1.18 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | -0.33 | 1.22 | -1.55 |
Martin ratioReturn relative to average drawdown | -1.03 | 4.66 | -5.69 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BOSOX | TISBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.13 | 0.91 | -1.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.14 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.40 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.35 | +0.05 |
Correlation
The correlation between BOSOX and TISBX is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BOSOX vs. TISBX - Dividend Comparison
BOSOX's dividend yield for the trailing twelve months is around 4.60%, more than TISBX's 4.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BOSOX Boston Trust Small Cap Fund | 4.60% | 4.41% | 6.52% | 0.78% | 5.09% | 8.93% | 2.56% | 12.46% | 16.19% | 9.13% | 3.14% | 18.92% |
TISBX TIAA-CREF Small-Cap Blend Index Fund | 4.23% | 4.12% | 6.82% | 3.09% | 1.97% | 8.96% | 2.65% | 5.16% | 9.29% | 4.49% | 4.03% | 4.77% |
Drawdowns
BOSOX vs. TISBX - Drawdown Comparison
The maximum BOSOX drawdown since its inception was -51.32%, smaller than the maximum TISBX drawdown of -56.50%. Use the drawdown chart below to compare losses from any high point for BOSOX and TISBX.
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Drawdown Indicators
| BOSOX | TISBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.32% | -56.50% | +5.18% |
Max Drawdown (1Y)Largest decline over 1 year | -11.89% | -13.90% | +2.01% |
Max Drawdown (5Y)Largest decline over 5 years | -22.36% | -31.89% | +9.53% |
Max Drawdown (10Y)Largest decline over 10 years | -36.79% | -41.69% | +4.90% |
Current DrawdownCurrent decline from peak | -16.07% | -10.95% | -5.12% |
Average DrawdownAverage peak-to-trough decline | -7.26% | -9.74% | +2.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.82% | 3.83% | -0.01% |
Volatility
BOSOX vs. TISBX - Volatility Comparison
The current volatility for Boston Trust Small Cap Fund (BOSOX) is 4.10%, while TIAA-CREF Small-Cap Blend Index Fund (TISBX) has a volatility of 6.56%. This indicates that BOSOX experiences smaller price fluctuations and is considered to be less risky than TISBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BOSOX | TISBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.10% | 6.56% | -2.46% |
Volatility (6M)Calculated over the trailing 6-month period | 10.48% | 14.13% | -3.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.96% | 23.17% | -4.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.82% | 22.53% | -4.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.56% | 23.37% | -3.81% |