Boston Trust Small Fund Market Value
| BOSOX Fund | USD 17.50 0.04 0.23% |
| Symbol | BOSTON |
Boston Trust 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Boston Trust's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Boston Trust.
| 11/21/2025 |
| 02/19/2026 |
If you would invest 0.00 in Boston Trust on November 21, 2025 and sell it all today you would earn a total of 0.00 from holding Boston Trust Small or generate 0.0% return on investment in Boston Trust over 90 days. Boston Trust is related to or competes with Brown Advisory, Harbor Large, Small Cap, William Blair, William Blair, Sentinel Small, and Asg Managed. The fund invests, under normal circumstances, at least 80 percent of its assets in a diversified portfolio of domestic e... More
Boston Trust Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Boston Trust's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Boston Trust Small upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.88 | |||
| Information Ratio | 0.0878 | |||
| Maximum Drawdown | 5.46 | |||
| Value At Risk | (1.53) | |||
| Potential Upside | 2.07 |
Boston Trust Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Boston Trust's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Boston Trust's standard deviation. In reality, there are many statistical measures that can use Boston Trust historical prices to predict the future Boston Trust's volatility.| Risk Adjusted Performance | 0.1069 | |||
| Jensen Alpha | 0.0977 | |||
| Total Risk Alpha | 0.0805 | |||
| Sortino Ratio | 0.1054 | |||
| Treynor Ratio | 0.1493 |
Boston Trust February 19, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1069 | |||
| Market Risk Adjusted Performance | 0.1593 | |||
| Mean Deviation | 0.7725 | |||
| Semi Deviation | 0.6224 | |||
| Downside Deviation | 0.88 | |||
| Coefficient Of Variation | 758.19 | |||
| Standard Deviation | 1.06 | |||
| Variance | 1.12 | |||
| Information Ratio | 0.0878 | |||
| Jensen Alpha | 0.0977 | |||
| Total Risk Alpha | 0.0805 | |||
| Sortino Ratio | 0.1054 | |||
| Treynor Ratio | 0.1493 | |||
| Maximum Drawdown | 5.46 | |||
| Value At Risk | (1.53) | |||
| Potential Upside | 2.07 | |||
| Downside Variance | 0.7745 | |||
| Semi Variance | 0.3873 | |||
| Expected Short fall | (0.98) | |||
| Skewness | 0.8532 | |||
| Kurtosis | 1.39 |
Boston Trust Small Backtested Returns
At this stage we consider BOSTON Mutual Fund to be very steady. Boston Trust Small secures Sharpe Ratio (or Efficiency) of 0.17, which signifies that the fund had a 0.17 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Boston Trust Small, which you can use to evaluate the volatility of the entity. Please confirm Boston Trust's Downside Deviation of 0.88, risk adjusted performance of 0.1069, and Mean Deviation of 0.7725 to double-check if the risk estimate we provide is consistent with the expected return of 0.18%. The fund shows a Beta (market volatility) of 0.87, which signifies possible diversification benefits within a given portfolio. Boston Trust returns are very sensitive to returns on the market. As the market goes up or down, Boston Trust is expected to follow.
Auto-correlation | 0.31 |
Below average predictability
Boston Trust Small has below average predictability. Overlapping area represents the amount of predictability between Boston Trust time series from 21st of November 2025 to 5th of January 2026 and 5th of January 2026 to 19th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Boston Trust Small price movement. The serial correlation of 0.31 indicates that nearly 31.0% of current Boston Trust price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.31 | |
| Spearman Rank Test | 0.55 | |
| Residual Average | 0.0 | |
| Price Variance | 0.05 |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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.
| USA ETFs Find actively traded Exchange Traded Funds (ETF) in USA | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account |