Find A Portfolio/Ticker
Comparison Box
BOSOX: Boston Trust Small Cap (MUTUAL FUND)
Basic Info 16.07 0.25(1.58%) March 31
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 01/12/2006 |
| Last Dividend Date: | 12/13/2022 |
| 12-Mo. Yield | 0.79% |
| Expenses | 1.00% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 03/30/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 3.2 | 3.3 | 8.0 | 24.9 | 12.8 | 11.0 | 10.1 | 9.2 | 0.7 | 28.2 | 8.2 | 29.9 | -6.0 | 12.3 | 23.3 | -3.7 | -0.8 | 31.8 | 12.7 | -0.6 | 26.2 | 28.7 | -28.6 | 6.4 | 6.7 |
| SR | NA | -0.31 | 0.16 | 1.09 | 0.48 | 0.51 | NA | 0.37 | -0.03 | 1.75 | 0.21 | 2.1 | -0.46 | 1.08 | 1.44 | -0.24 | -0.05 | 2.32 | 0.79 | -0.02 | 1.2 | 0.93 | -0.74 | 0.19 | 0.24 |
| DD(%) | NA | 10.7 | 16.6 | 20.5 | 36.8 | 36.8 | NA | 53.9 | 19.1 | 8.0 | 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 |
| SD(%) | NA | 18.1 | 24.0 | 23.1 | 23.2 | 19.3 | NA | 22.3 | 24.3 | 16.1 | 37.5 | 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 |
| TR | NA | -0.08 | 0.06 | 0.36 | 0.15 | 0.13 | NA | 0.1 | -0.01 | 0.49 | 0.09 | 0.36 | -0.09 | 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 | -0.04 | 0.07 | 0.06 | 0.03 | 0.01 | NA | 0.01 | 0.08 | 0.09 | -0.07 | 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 | 0.71 | 0.66 | 0.69 | 0.75 | 0.79 | NA | 0.85 | 0.62 | 0.57 | 0.91 | 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 |
| RS | NA | 0.84 | 0.7 | 0.66 | 0.75 | 0.78 | NA | 0.87 | 0.69 | 0.54 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/12/2006
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Small Growth Asset Class Trend Rankings |
Top Rated Funds in Small Growth
Best Mutual Funds
- PENNX (Royce Pennsylvania Mutual Invmt) (100%)
- VISGX (Vanguard Small Cap Growth Index Inv) (100%)
- APHSX (Artisan Small Cap Institutional) (99%)
- RVPCX (Royce Value Plus Consult) (98%)
- BCSIX (Brown Capital Mgmt Small Co Inv) (96%)
- LADYX (Lord Abbett Developing Growth I) (96%)
- NVSOX (Wells Fargo Advantage Small Cap Opp Adm) (96%)
- BIASX (Brown Advisory Small-Cap Growth I) (95%)
- BOSOX (Boston Trust Small Cap) (95%)
- JSMGX (Janus Triton I) (95%)
Best ETFs
- IJT (iShares S&P Small-Cap 600 Growth) 1.66% (99%)
- IWO (iShares Russell 2000 Growth) 1.92% (99%)
- JKK (iShares Morningstar Small-Cap Growth) (99%)
- RZG (Guggenheim S&P SmallCap 600 Pure Gr ETF) 1.92% (98%)
- VBK (Vanguard Small-Cap Growth ETF) 2.10% (98%)
- VTWG (Vanguard Russell 2000 Growth ETF) 1.92% (26%)
- VIOG (Vanguard S&P Small-Cap 600 Growth ETF) 1.71% (26%)
- FYC (First Trust Small Cap Gr AlphaDEX® ETF) 1.99% (24%)
Latest Articles Related to BOSOX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
