BOSOX
Price:
$17.61
Market Cap:
$1.28B
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.
Industry
Asset Management
IPO Date
2005-12-19
Stock Exchange
NASDAQ
Ticker
BOSOX
According to Boston Trust Walden Small Cap Fund’s latest financial reports and current stock price. The company's current ROE is -1.34%. This represents a change of 308.06% compared to the average of -0.33% of the last 4 quarters.
The mean historical ROE of Boston Trust Walden Small Cap Fund over the last ten years is 0.83%. The current -1.34% ROE has changed -260.70% with respect to the historical average. Over the past ten years (40 quarters), BOSOX's ROE was at its highest in in the December 2022 quarter at 1.35%. The ROE was at its lowest in in the June 2022 quarter at -2.29%.
Average
0.83%
Median
-0.87%
Minimum
-5.10%
Maximum
14.29%
Discovering the peaks and valleys of Boston Trust Walden Small Cap Fund ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.
Maximum Annual Increase = 14.46%
Maximum Annual ROE = 14.29%
Minimum Annual Increase = -82708.91%
Minimum Annual ROE = -5.10%
| Year | ROE | Change |
|---|---|---|
| 2023 | -1.30% | -164.43% |
| 2022 | 2.02% | -80.99% |
| 2021 | 10.63% | -82708.91% |
| 2020 | -0.01% | -97.01% |
| 2019 | -0.43% | -85.10% |
| 2018 | -2.89% | -34.22% |
| 2017 | -4.40% | -13.86% |
| 2016 | -5.10% | 14.46% |
| 2015 | -4.46% | -131.20% |
| 2014 | 14.29% | -17.71% |
The current ROE of Boston Trust Walden Small Cap Fund (BOSOX) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages
3-year avg
3.78%
5-year avg
2.18%
10-year avg
0.83%
Boston Trust Walden Small Cap Fund’s ROE is less than Brown Advisory Small-Cap Fundamental Value Fund Advisor Shs (0%), less than Harbor Large Cap Value Fund Institutional Class (0%), less than Glenmede Small Cap Equity Portfolio (0%), less than William Blair Small-Mid Cap Growth Fund Class N (0%), less than William Blair Small-Mid Cap Growth Fund Class I (0%), less than Touchstone Small Company Fund Class A (0%), less than AlphaSimplex Managed Futures Strategy Fund Class A (3.46%), less than Salient MLP & Energy Infrastructure Fund, Class A (0%), less than Schwab Target 2035 Index Fund Institutional Shares (0%), less than Lazard US Equity Concentrated Portfolio (0%),
| Company | ROE | Market cap |
|---|---|---|
| 0% | $1.26B | |
| 0% | $1.36B | |
| 0% | $1.09B | |
| 0% | $1.42B | |
| 0% | $1.41B | |
| 0% | $1.33B | |
| 3.46% | $1.30B | |
| 0% | $1.28B | |
| 0% | $1.27B | |
| 0% | $1.26B |
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How does the current ROE for Boston Trust Walden Small Cap Fund (BOSOX) compare to its historical average?