BOSOX
Boston Trust Walden SmallCap
$16.97
-0.17 (-0.99%)
Currency in USD / Last Updated: 4/25/2024
Category | Small Cap |
---|---|
Market Cap | 1291.212M |
52 Week High | 17.78 |
52 Week Low | 14.64 |
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Key Data
Symbol | BOSOX |
---|---|
Type | Mutual Fund |
Category | Small Cap |
Price | 16.97 |
Price Yesterday | 17.14 |
Market Cap | 1,291.21 |
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 | 17.78 |
---|---|
52 Week Low | 14.64 |
Market Cap | 1,291.21M |
Shares Outstanding | 76.09M |
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 | -91.91% |
---|---|
Five Days | 194.98% |
One Months | -24.45% |
Three Months | 7.40% |
Six Months | 33.82% |
Nine Months | 1.57% |
One Year | 9.06% |
Three Years | 3.32% |
Five Years | 8.86% |
Ten Years | 9.12% |
YTD | -0.37% |
Since Inception | 8.88% |
Returns Total
One Day | -0.99% |
---|---|
Five Days | 2.17% |
One Month | -2.42% |
Three Months | 1.80% |
Six Months | 15.53% |
Nine Months | 1.18% |
One Year | 9.05% |
Three Years | 10.28% |
Five Years | 52.79% |
Ten Years | 138.98% |
YTD | -0.12% |
Since Inception | 372.70% |
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 | -18.12% |
---|---|
Beta | 1.06 |
Correlation | 80.20% |
Downside Deviation | 3.11% |
Coefficient of determination | 64.32% |
Standard Deviation | 4.49% |
Sharpe Ratio | -1.09 |
Sortino | -5.43 |
Treynor | 3.47 |
Ulcer Index | 4.89 |
Ulcer Performance Index | -3.46 |