BOSOX
Boston Trust Walden SmallCap
$16.97
-0.14 (-0.82%)
Currency in USD / Last Updated: 7/9/2024
| Category | Small Cap |
|---|---|
| Market Cap | 1284.021M |
| 52 Week High | 17.83 |
| 52 Week Low | 14.64 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | BOSOX |
|---|---|
| Type | Mutual Fund |
| Category | Small Cap |
| Price | 16.97 |
| Price Yesterday | 17.11 |
| Market Cap | 1,284.02 |
| YTD Return | -0.12% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 100000 |
| Redeption Fee | 0 |
| Prospectus | 0.01 |
Overview
| 52 Week High | 17.83 |
|---|---|
| 52 Week Low | 14.64 |
| Market Cap | 1,284.02M |
| Shares Outstanding | 75.66M |
| Income Dividend Yield | 0.47% |
| Long Term Dividend Yield | 0.20% |
| Short Term Dividend Yield | 0.12% |
| 52 Week Yield (All) | 0.78% |
Returns Annualized
| One Day | -87.41% |
|---|---|
| Five Days | -27.82% |
| One Months | -6.45% |
| Three Months | -10.10% |
| Six Months | 6.54% |
| Nine Months | 14.15% |
| One Year | 7.48% |
| Three Years | 3.27% |
| Five Years | 8.53% |
| Ten Years | 8.64% |
| YTD | -0.23% |
| Since Inception | 8.79% |
Returns Total
| One Day | -0.82% |
|---|---|
| Five Days | -0.64% |
| One Month | -0.53% |
| Three Months | -2.58% |
| Six Months | 3.16% |
| Nine Months | 10.31% |
| One Year | 7.47% |
| Three Years | 10.09% |
| Five Years | 50.44% |
| Ten Years | 128.46% |
| YTD | -0.12% |
| Since Inception | 372.83% |
Yearly Returns
| 2024 | -0.12% |
|---|---|
| 2023 | 10.09% |
| 2022 | -9.07% |
| 2021 | 28.16% |
| 2020 | 8.18% |
| 2019 | 29.87% |
| 2018 | -6.00% |
| 2017 | 12.26% |
| 2016 | 23.28% |
| 2015 | -3.67% |
Risk against SP-DA
| Alpha | -17.50% |
|---|---|
| Beta | 0.84 |
| Correlation | 64.08% |
| Downside Deviation | 3.18% |
| Coefficient of determination | 41.06% |
| Standard Deviation | 4.22% |
| Sharpe Ratio | -1.45 |
| Sortino | -6.68 |
| Treynor | 2.5 |
| Ulcer Index | 5.06 |
| Ulcer Performance Index | -4.2 |