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Boston Trust Walden Small Cap Fund: (MF: BOSOX)
(NASDAQ Mutual Funds) As of Sep 2, 2025 08:00 PM ET
$17.55 USD
-0.12 (-0.68%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Jul 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -4.93 | 88 |
| 3 months | 2.88 | 97 |
| 6 months | -7.35 | 87 |
| 1 Year | -4.04 | 77 |
| 3 Year | 4.99 | 74 |
| 5 Year | 11.31 | 40 |
| 10 Year | 9.20 | 14 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -44.93 |
| Bull Market (2/09 - 3/21) | 613.79 |
Load Adjusted Returns as of Jul 31, 2025
| 1 Year | 6.66 |
| 5 Year | 12.13 |
| 10 Year | 9.17 |
| Since Inception | 8.63 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -4.10 | 0.46 | NA | NA |
| 2024 | 4.65 | -2.86 | 10.30 | 0.36 |
| 2023 | 3.27 | 0.62 | -4.14 | 10.48 |
| 2022 | -4.73 | -10.75 | -3.79 | 11.20 |
| 2021 | 11.43 | 4.39 | 2.41 | 7.56 |
| 2020 | -25.98 | 14.65 | 1.07 | 26.14 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -4.93 | 12.53 | 10.06 | -9.04 | 28.14 | 8.19 | 29.89 | -5.97 | 12.23 | 23.26 | -3.66 |
| % Total Return Rel to Index | -13.52 | -12.48 | -16.18 | 9.16 | -0.53 | -10.20 | -1.59 | -1.58 | -9.56 | 11.33 | -5.05 |
| % Total Return Rel to Peer | -4.34 | 0.61 | -6.01 | 10.47 | 8.83 | -10.79 | 4.46 | 4.79 | -3.36 | 7.31 | 1.05 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 1.00 | 2.00 | 4.00 | 2.00 | 2.00 | 4.00 | 2.00 | 3.00 |
| % Dividends | 0.00 | 0.09 | 0.07 | 0.05 | 0.05 | 0.07 | 0.06 | 0.06 | 0.08 | 0.13 | 0.05 |
| % Yield | 0.00 | 0.45 | 0.48 | 0.31 | 0.24 | 0.46 | 0.40 | 0.45 | 0.48 | 0.88 | 0.38 |
| Capital Gains ($) | 0.00 | 1.08 | 0.05 | 0.74 | 1.55 | 0.32 | 0.88 | 1.88 | 1.26 | 0.31 | 2.21 |
| Expense Ratio | 0.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 0.17 |
* 1 = Top 20%, 5 = Bottom 20%