Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BOSOX (BOSTON TRUST SMALL CAP FUND BOSTON TRUST SMALL CAP FUND) | 7.30% | 7.74% | 8.52% | 2.27% | 7.77% | 8.09% | 7.70% | … | … |
Data as of 06/04/2026, Common starting date is 01/11/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BOSOX (BOSTON TRUST SMALL CAP FUND BOSTON TRUST SMALL CAP FUND) | 01/11/2006 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.57 | 7.74 | 8.52 | 2.27 | 7.77 | 8.09 | 7.70 | … | … | 7.30 | -4.04 | 12.52 | 10.09 | -13.08 | 17.62 | 5.32 | 29.88 | -6.00 | 12.25 | 23.30 | -3.67 | -0.77 | 32.05 | 12.73 | -0.85 | 26.19 | 28.69 | -28.56 | 6.39 | 6.72 |
| Sharpe Ratio | NA | 0.28 | 0.30 | -0.01 | 0.32 | NA | NA | … | … | 0.91 | -0.36 | 0.54 | 0.41 | -0.65 | 0.95 | 0.13 | 2.10 | -0.47 | 1.08 | 1.43 | -0.24 | -0.05 | 2.33 | 0.79 | -0.03 | 1.20 | 0.93 | -0.74 | 0.18 | 0.23 |
| Standard Deviation(%) | NA | 15.09 | 17.01 | 18.35 | 19.73 | NA | NA | … | … | 14.76 | 19.05 | 16.60 | 15.83 | 22.24 | 18.52 | 37.41 | 13.53 | 15.92 | 10.81 | 16.09 | 15.12 | 14.96 | 13.71 | 16.14 | 31.64 | 21.83 | 30.70 | 39.58 | 17.89 | 15.30 |
| Draw Down(%) | NA | 10.69 | 22.36 | 27.03 | 36.79 | NA | NA | … | … | 10.69 | 18.19 | 9.00 | 14.43 | 19.06 | 14.36 | 36.79 | 7.26 | 22.21 | 6.53 | 9.52 | 12.56 | 12.28 | 4.70 | 11.51 | 26.69 | 16.43 | 28.66 | 43.87 | 14.55 | 13.01 |
| Yield(%) | 0.00 | 4.25 | 4.37 | 2.40 | 5.25 | 6.43 | 6.63 | … | … | 0.00 | 4.08 | 6.97 | 0.86 | 0.31 | 0.34 | 0.52 | 7.91 | 13.09 | 9.33 | 3.84 | 15.46 | 6.78 | 8.85 | 3.92 | 7.28 | 4.12 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/11/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BOSOX (BOSTON TRUST SMALL CAP FUND BOSTON TRUST SMALL CAP FUND) |
-13.77%
Feb 2006 – Feb 2009 |
1.29%
Mar 2021 – Mar 2026 |
5.73%
Oct 2013 – Oct 2023 |
6.62%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BOSOX (BOSTON TRUST SMALL CAP FUND BOSTON TRUST SMALL CAP FUND) |
29.08%
Feb 2009 – Feb 2012 |
23.72%
Feb 2009 – Feb 2014 |
15.61%
Feb 2009 – Feb 2019 |
12.38%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart