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BOSOX: BOSTON TRUST SMALL CAP FUND BOSTON TRUST SMALL CAP FUND (MUTUAL FUND)
Basic Info 17.78 0.08(0.45%) July 02
| Asset Class: | Small Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/11/2006 |
| Last Dividend Date: | 12/12/2024 |
| 12-Mo. Yield | 0.54% |
| Expenses | 1.00% |
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Performance Analytics (As of 06/27/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/11/2006 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.1 | -1.3 | 4.6 | 5.5 | 9.3 | 6.9 | 9.3 | 7.3 | 6.5 | 9.7 | -13.1 | 17.6 | 5.3 | 29.9 | -6.0 | 12.3 | 23.3 | -3.7 | -0.8 | 32.1 | 12.7 | -0.9 | 26.2 | 28.7 | -28.6 | 6.4 | 6.7 |
| Sharpe Ratio | NA | -0.44 | -0.05 | 0.05 | 0.36 | 0.26 | NA | 0.28 | 0.0 | 0.35 | -0.65 | 0.95 | 0.14 | 2.1 | -0.46 | 1.08 | 1.44 | -0.24 | -0.05 | 2.33 | 0.79 | -0.03 | 1.2 | 0.93 | -0.74 | 0.19 | 0.24 |
| Draw Down(%) | NA | 18.2 | 26.5 | 26.5 | 27.0 | 36.8 | NA | 53.9 | 13.8 | 14.4 | 19.1 | 14.4 | 36.8 | 7.3 | 22.2 | 6.5 | 9.5 | 12.6 | 12.3 | 4.7 | 11.5 | 26.7 | 16.4 | 28.7 | 43.9 | 14.5 | 13.0 |
| Standard Deviation(%) | NA | 22.1 | 21.2 | 18.7 | 19.1 | 20.0 | NA | 21.8 | 17.6 | 15.8 | 22.2 | 18.5 | 37.4 | 13.5 | 15.9 | 10.8 | 16.1 | 15.1 | 15.0 | 13.7 | 16.1 | 31.6 | 21.8 | 30.7 | 39.6 | 17.9 | 15.3 |
| Treynor Ratio | NA | -0.14 | -0.01 | 0.01 | 0.1 | 0.07 | NA | 0.07 | 0.0 | 0.07 | -0.24 | 0.29 | 0.06 | 0.36 | -0.1 | 0.13 | 0.27 | -0.04 | -0.01 | 0.35 | 0.14 | -0.01 | 0.29 | 0.31 | -0.33 | 0.04 | 0.04 |
| Alpha | NA | -0.03 | -0.03 | -0.02 | 0.01 | 0.0 | NA | 0.0 | -0.03 | -0.02 | 0.02 | 0.05 | -0.09 | 0.01 | -0.01 | -0.03 | 0.05 | -0.01 | -0.02 | -0.01 | -0.01 | 0.0 | 0.0 | -0.03 | 0.05 | -0.01 | 0.0 |
| Beta | NA | 0.68 | 0.73 | 0.71 | 0.66 | 0.76 | NA | 0.84 | 0.8 | 0.74 | 0.6 | 0.61 | 0.9 | 0.79 | 0.77 | 0.92 | 0.86 | 0.9 | 0.9 | 0.91 | 0.9 | 0.95 | 0.89 | 0.92 | 0.9 | 0.9 | 0.86 |
| RSquared | NA | 0.8 | 0.74 | 0.77 | 0.68 | 0.77 | NA | 0.86 | 0.71 | 0.82 | 0.79 | 0.48 | 0.83 | 0.85 | 0.87 | 0.77 | 0.87 | 0.9 | 0.89 | 0.91 | 0.92 | 0.95 | 0.95 | 0.96 | 0.96 | 0.85 | 0.91 |
| Yield(%) | N/A | 0.0 | 0.5 | 0.5 | 0.5 | 4.9 | 7.2 | N/A | 0.5 | 0.5 | 0.3 | 0.3 | 0.5 | 7.9 | 13.1 | 9.3 | 3.8 | 15.5 | 6.8 | 8.8 | 3.9 | 7.3 | 4.1 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 16.5 | -78.9 | -95.3 | N/A | N/A | N/A | 16.5 | 43.6 | 7.8 | -32.9 | -92.0 | -51.4 | 44.6 | 198.7 | -80.1 | 112.3 | -9.8 | 148.7 | -50.8 | 115.8 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/11/2006
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