Boston Trust Small Fund Manager Performance Evaluation
| BOSOX Fund | USD 17.66 0.11 0.63% |
The fund shows a Beta (market volatility) of -0.18, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Boston Trust are expected to decrease at a much lower rate. During the bear market, Boston Trust is likely to outperform the market.
Risk-Adjusted Performance
OK
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Boston Trust Small are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Boston Trust may actually be approaching a critical reversion point that can send shares even higher in August 2025.
...more| Expense Ratio Date | 1st of May 2023 | |
| Expense Ratio | 1.0000 |
Boston |
Boston Trust Relative Risk vs. Return Landscape
If you would invest 1,662 in Boston Trust Small on April 26, 2025 and sell it today you would earn a total of 104.00 from holding Boston Trust Small or generate 6.26% return on investment over 90 days. Boston Trust Small is currently producing 0.1047% returns and takes up 1.0213% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Boston, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Boston Trust Current Valuation
Overvalued
Today
Please note that Boston Trust's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Boston Trust Small shows a prevailing Real Value of $16.16 per share. The current price of the fund is $17.66. We determine the value of Boston Trust Small from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Boston Trust is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Boston Mutual Fund. However, Boston Trust's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 17.66 | Real 16.16 | Hype 17.66 | Naive 17.39 |
The intrinsic value of Boston Trust's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Boston Trust's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Boston Trust Small helps investors to forecast how Boston mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Boston Trust more accurately as focusing exclusively on Boston Trust's fundamentals will not take into account other important factors: Boston Trust Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Boston Trust's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Boston Trust Small, and traders can use it to determine the average amount a Boston Trust's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1025
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | BOSOX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.02 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.1 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 8 92% of assets perform better |
Based on monthly moving average Boston Trust is performing at about 8% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Boston Trust by adding it to a well-diversified portfolio.
Boston Trust Fundamentals Growth
Boston Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Boston Trust, and Boston Trust fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Boston Mutual Fund performance.
| Price To Earning | 20.27 X | ||||
| Price To Book | 2.81 X | ||||
| Price To Sales | 1.28 X | ||||
About Boston Trust Performance
Evaluating Boston Trust's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Boston Trust has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Boston Trust has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests, under normal circumstances, at least 80 percent 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.Things to note about Boston Trust Small performance evaluation
Checking the ongoing alerts about Boston Trust for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Boston Trust Small help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds 98.97% of its assets under management (AUM) in equities |
- Analyzing Boston Trust's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Boston Trust's stock is overvalued or undervalued compared to its peers.
- Examining Boston Trust's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Boston Trust's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Boston Trust's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Boston Trust's mutual fund. These opinions can provide insight into Boston Trust's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Boston Mutual Fund
Boston Trust financial ratios help investors to determine whether Boston Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Boston with respect to the benefits of owning Boston Trust security.
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