BCAMX Performance — Boston Common ESG Impact U.S. Equity Fund, Investor Class
Data updated: 2026-08-24
BCAMX returned +7.19% year to date and +16.80% over one year to Jun 2026. Annualised returns are +17.82% over 3 years and +10.45% over 5 years. The fund beat its Thematic Equity category average: $100 invested three years ago grew to $164, against $161 for the category, and to $117 over one year, against $115. Volatility over the past three years was 12.46% a year. In the 12 months to Jun 2026 the fund lost a net $1.1M, and assets reached $78.32M.
BCAMX Growth of $100
What $100 invested in Boston Common ESG Impact U.S. Equity Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Thematic Equity category average over the same months.
| Period | BCAMX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $117 | $115 |
| 3 years (Jul 2023 – Jun 2026) | $164 | $161 |
| 5 years (Jul 2021 – Jun 2026) | $164 | $141 |
| Since data start (Jan 2020 – Jun 2026) | $224 | $212 |
BCAMX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +7.19% |
| 1 year | +16.80% |
| 3 years (annualised) | +17.82% |
| 5 years (annualised) | +10.45% |
BCAMX Annual Returns
Calendar-year total returns of Boston Common ESG Impact U.S. Equity Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +7.19% |
| 2025 | +14.19% |
| 2024 | +23.84% |
| 2023 | +21.04% |
| 2022 | −18.10% |
| 2021 | +24.52% |
| 2020 | +19.53% |
BCAMX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.2% | +0.9% | −5.5% | +9.0% | +3.1% | −0.1% | — | — | — | — | — | — |
| 2025 | +1.5% | −0.5% | −6.9% | +1.0% | +5.9% | +4.1% | +1.1% | +2.1% | +2.9% | +2.3% | +1.5% | −1.3% |
| 2024 | +2.1% | +4.9% | +2.3% | −3.3% | +5.7% | +3.6% | −0.4% | +2.5% | +1.9% | −0.9% | +5.6% | −2.0% |
| 2023 | +5.3% | −3.3% | +3.5% | +1.0% | −1.7% | +7.2% | +2.0% | −0.8% | −5.2% | −1.8% | +8.8% | +5.3% |
| 2022 | −6.1% | −3.8% | +0.5% | −7.8% | −0.4% | −7.4% | +9.6% | −4.2% | −7.7% | +8.6% | +6.2% | −4.9% |
| 2021 | −0.9% | +2.2% | +4.0% | +4.2% | +0.9% | +2.8% | +2.5% | +3.7% | −5.8% | +7.5% | −2.1% | +3.8% |
| 2020 | 0.0% | −6.5% | −13.0% | +11.9% | +5.3% | +2.0% | +4.6% | +7.3% | −4.1% | −2.4% | +11.0% | +4.9% |
BCAMX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 12.46%
- 3-year Sharpe ratio: 1.07 (vs 4.5% risk-free rate)
- Best month: +9.00% (Apr 2026)
- Worst month: −6.89% (Mar 2025)
BCAMX Fund Flows
Monthly money in and out of Boston Common ESG Impact U.S. Equity Fund, from SEC Form N-PORT.
- 12-month net flow: −$1.1M
- 12-month gross sales (incl. reinvestments): $7.7M
- Sales ÷ redemptions: 0.88×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $424K | $1.1M | −$677K |
| May 2026 | $68K | $157K | −$89K |
| Apr 2026 | $15K | $173K | −$158K |
| Mar 2026 | $50K | $532K | −$482K |
| Feb 2026 | $56K | $1.1M | −$1.1M |
| Jan 2026 | $2.2M | $845K | $1.3M |
| Dec 2025 | $4.1M | $1.3M | $2.8M |
| Nov 2025 | $64K | $411K | −$347K |
| Oct 2025 | $62K | $30K | $32K |
| Sep 2025 | $44K | $2.5M | −$2.5M |
| Aug 2025 | $575K | $141K | $434K |
| Jul 2025 | $82K | $451K | −$369K |
BCAMX Assets Under Management
Net assets of Boston Common ESG Impact U.S. Equity Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $78.32M |
| 2026-03-31 | $70.60M |
| 2025-12-31 | $74.15M |
| 2025-09-30 | $74.19M |
| 2025-06-30 | $72.13M |
| 2025-03-31 | $63.68M |
| 2024-12-31 | $68.25M |
| 2024-09-30 | $66.07M |
| 2024-06-30 | $64.45M |
| 2024-03-31 | $62.58M |
| 2023-12-31 | $60.52M |
| 2023-09-30 | $53.86M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.