# Boston Trust Walden Small Cap (BOSOX)

> Source: Nexqual · https://nexqual.com/BOSOX · data as of 2026-10-24 00:00 UTC · cite as "Nexqual, Boston Trust Walden Small Cap (BOSOX), nexqual.com/BOSOX" · informational, not investment advice.

**Price:** USD 18.92 (-0.11% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 18.94 · day 18.92–18.92 · 52w 15.88–19.73 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +13.6% vs S&P 500 +13.4%; 5Y +26.0% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +13.6% | +26.0% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +13.6% | +4.8% |
| Volatility (annualized) | 13.8% | 16.8% |
| Max drawdown | -10.7% (Feb 2026→Mar 2026) | -19.8% (Nov 2021→Jun 2022) |

## Peers
BTMFX (Boston Trust Midcap Fund) USD 25.87 -0.54% · BTBFX (Boston Trust Asset Management F) USD 64.58 -0.65% · FMIJX (FMI International Fund Investor) USD 38.2 -0.00% · QRSVX (Queens Road Small Cap Value Fun) USD 51.21 +0.00% · WSEFX (Boston Trust Walden Equity Fund) USD 40.92 -0.73%

## More
Full page: https://nexqual.com/BOSOX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt