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BOSOX: BOSTON TRUST SMALL CAP FUND BOSTON TRUST SMALL CAP FUND (MUTUAL FUND)
Basic Info 16.61 0.04(0.24%) April 18
Asset Class: | Small Growth |
MyPlanIQ Rating: | (96%) |
Start Date: | 01/11/2006 |
Last Dividend Date: | 12/12/2023 |
12-Mo. Yield | 0.46% |
Expenses | 1.00% |
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Performance Analytics (As of 04/17/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/12/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -2.9 | -2.2 | 5.1 | 2.9 | 8.3 | 8.7 | 12.0 | 8.3 | 10.1 | -9.1 | 28.2 | 8.2 | 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 | -0.38 | 0.21 | 0.09 | 0.31 | 0.42 | NA | 0.34 | 0.37 | -0.48 | 1.75 | 0.21 | 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 | 5.1 | 12.9 | 20.5 | 36.8 | 36.8 | NA | 53.9 | 14.4 | 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 |
Standard Deviation(%) | NA | 15.7 | 15.4 | 17.8 | 22.8 | 19.1 | NA | 21.8 | 15.8 | 21.8 | 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 |
Treynor Ratio | NA | -0.08 | 0.04 | 0.03 | 0.09 | 0.1 | NA | 0.09 | 0.08 | -0.17 | 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 | -0.02 | 0.02 | 0.01 | 0.01 | NA | 0.0 | -0.03 | 0.04 | 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 | 0.77 | 0.76 | 0.64 | 0.75 | 0.77 | NA | 0.85 | 0.74 | 0.61 | 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 |
RSquared | NA | 0.83 | 0.82 | 0.77 | 0.77 | 0.8 | NA | 0.88 | 0.82 | 0.83 | 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 |
Yield(%) | N/A | 0.0 | 0.8 | 4.8 | 5.5 | 7.1 | 12.2 | N/A | 0.8 | 4.4 | 10.6 | 2.7 | 7.9 | 13.1 | 9.3 | 3.8 | 15.5 | 6.8 | 8.8 | 4.0 | 7.3 | 4.1 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -83.5 | -22.9 | -45.5 | N/A | N/A | N/A | -83.5 | -50.6 | 310.3 | -58.5 | -51.5 | 44.8 | 197.8 | -80.2 | 112.1 | -9.3 | 145.8 | -50.5 | 115.6 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/12/2006
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