Nasdaq - Delayed Quote USD
Boston Trust Walden Small Cap (BOSOX)
At close: 8:00 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 18.13% |
| 5y Average Return | 11.08% |
| Number of Years Up | 12 |
| Number of Years Down | 6 |
| Best 1Y Total Return (Nov 20, 2024) | 31.82% |
| Worst 1Y Total Return (Nov 20, 2024) | -- |
| Best 3Y Total Return | 31.82% |
| Worst 3Y Total Return | 5.63% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
BOSOX
Category
- YTD
- 10.48%
- 20.19%
- 1-Month
- -1.47%
- 0.02%
- 3-Month
- -0.90%
- 4.36%
- 1-Year
- 26.58%
- 60.18%
- 3-Year
- 4.13%
- 11.32%
- 5-Year
- 9.88%
- 13.88%
- 10-Year
- 9.82%
- 11.19%
- Last Bull Market
- 19.91%
- 27.98%
- Last Bear Market
- -10.75%
- -24.08%
Annual Total Return (%) History
Year
BOSOX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 4.65% | -2.87% | 10.31% | -- |
| 2023 | 3.28% | 0.62% | -4.14% | 10.51% |
| 2022 | -4.73% | -10.75% | -3.80% | 11.18% |
| 2021 | 11.43% | 4.40% | 2.41% | 7.58% |
| 2020 | -25.98% | 14.65% | 1.07% | 26.11% |
| 2019 | 15.50% | 4.40% | 1.31% | 6.31% |
| 2018 | -1.43% | 6.68% | 5.75% | -15.47% |
| 2017 | 2.02% | 1.57% | 2.83% | 5.34% |
| 2016 | 6.34% | 1.88% | 4.55% | 8.85% |
| 2015 | 2.98% | -1.12% | -8.92% | 3.86% |
| 2014 | -1.56% | 0.76% | -7.63% | 8.31% |
| 2013 | 9.28% | 2.18% | 8.72% | 8.58% |
| 2012 | 10.33% | -4.38% | 4.66% | 2.05% |
| 2011 | 7.12% | 0.43% | -19.91% | 15.33% |
| 2010 | 7.46% | -6.25% | 7.59% | 16.42% |
| 2009 | -13.45% | 20.53% | 16.46% | 6.08% |
| 2008 | -6.35% | 1.28% | -2.71% | -21.72% |
| 2007 | 5.38% | 6.32% | 1.79% | -2.53% |
| 2006 | 10.62% | -6.31% | 0.29% | 8.81% |
Rank in Category (By Total Return)
| YTD | 29 |
| 1-Month | 37 |
| 3-Month | 27 |
| 1-Year | 84 |
| 3-Year | 26 |
| 5-Year | 41 |
Load Adjusted Returns
| 1-Year | 26.58% |
| 3-Year | 4.13% |
| 5-Year | 9.88% |
| 10-Year | 9.82% |
Performance & Risk
| YTD Return | 18.13% |
| 5y Average Return | 11.08% |
| Rank in Category (ytd) | 29 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.89 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Blend |
| Fund Family | Boston Trust Walden Funds |
| Net Assets | 1.41B |
| YTD Return | 10.48% |
| Yield | 0.42% |
| Morningstar Rating | |
| Inception Date | Dec 16, 2005 |
Fund Summary
The fund invests, under normal circumstances, at least 80% of its assets in a diversified portfolio of domestic equity securities of small cap companies. For these purposes, the Adviser defines small cap issuers as those with market capitalizations within the range encompassed by the Russell 2000? Index at the time of purchase.
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