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Boston Trust Walden Small Cap Fund: (MF: BOSOX)
(NASDAQ Mutual Funds) As of Sep 13, 2024 08:00 PM ET
$18.40 USD
+0.34 (1.88%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 9.47 | 61 |
| 3 months | 6.59 | 39 |
| 6 months | 8.08 | 46 |
| 1 Year | 14.53 | 75 |
| 3 Year | 4.88 | 28 |
| 5 Year | 10.33 | 47 |
| 10 Year | 9.77 | 16 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -44.93 |
| Bull Market (2/09 - 3/21) | 630.46 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 7.65 |
| 5 Year | 8.73 |
| 10 Year | 8.66 |
| Since Inception | 8.73 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 4.65 | -2.86 | NA | NA |
| 2023 | 3.27 | 0.62 | -4.14 | 10.48 |
| 2022 | -4.73 | -10.75 | -3.79 | 11.20 |
| 2021 | 11.43 | 4.39 | 2.41 | 7.56 |
| 2020 | -25.98 | 14.65 | 1.07 | 26.14 |
| 2019 | 15.50 | 4.40 | 1.31 | 6.32 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 9.47 | 10.06 | -9.04 | 28.14 | 8.19 | 29.89 | -5.97 | 12.23 | 23.26 | -3.66 | -0.80 |
| % Total Return Rel to Index | -10.07 | -16.18 | 9.16 | -0.53 | -10.20 | -1.59 | -1.58 | -9.56 | 11.33 | -5.05 | -14.45 |
| % Total Return Rel to Peer | -1.08 | -6.01 | 10.47 | 8.83 | -10.79 | 4.46 | 4.79 | -3.36 | 7.31 | 1.05 | -3.48 |
| % Perf Quintile vs Peer* | 0.00 | 5.00 | 1.00 | 2.00 | 4.00 | 2.00 | 2.00 | 4.00 | 2.00 | 3.00 | 5.00 |
| % Dividends | 0.00 | 0.07 | 0.05 | 0.05 | 0.07 | 0.06 | 0.06 | 0.08 | 0.13 | 0.05 | 0.01 |
| % Yield | 0.00 | 0.43 | 0.31 | 0.24 | 0.46 | 0.40 | 0.45 | 0.48 | 0.88 | 0.38 | 0.07 |
| Capital Gains ($) | 0.00 | 0.05 | 0.74 | 1.55 | 0.32 | 0.88 | 1.88 | 1.26 | 0.31 | 2.21 | 1.05 |
| Expense Ratio | 0.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 0.17 | 1.00 |
* 1 = Top 20%, 5 = Bottom 20%