- ISIN
- US1011565033
- CUSIP
- 101156503
- Issuer
- Boston Trust Walden
- Category
- Mid Cap Blend Equities
- Min. Investment
- $100,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
BTMFX Performance Chart
Boston Trust Midcap Fund (BTMFX) is up 2.1% since the beginning of the year. BTMFX is currently trading at $23 per share. Investors who bought $1,000 worth of BTMFX shares 5 years ago would now be looking at an investment worth $1,355.
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Returns By Period
Boston Trust Midcap Fund (BTMFX) has returned 2.05% so far this year and 7.62% over the past 12 months. Over the last ten years, BTMFX has returned 10.15% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Boston Trust Midcap Fund
- 1D
- 0.64%
- 1M
- 0.77%
- YTD
- 2.05%
- 6M
- 0.69%
- 1Y
- 7.62%
- 3Y*
- 8.12%
- 5Y*
- 6.26%
- 10Y*
- 10.15%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
BTMFX Monthly Returns History
Based on dividend-adjusted daily data since Sep 28, 2007, BTMFX's average daily return is +0.04%, while the average monthly return is +0.83%. At this rate, an investment would double in approximately 7.0 years.
Historically, 62% of months were positive and 38% were negative. The best month was Apr 2009 with a return of +12.8%, while the worst month was Oct 2008 at -17.7%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.
On a daily basis, BTMFX closed higher 52% of trading days. The best single day was Oct 13, 2008 with a return of +10.3%, while the worst single day was Mar 16, 2020 at -11.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.62% | 1.40% | -5.87% | 3.29% | 0.26% | 0.60% | 2.05% | ||||||
| 2025 | 2.63% | -1.52% | -2.23% | -2.66% | 3.97% | 0.78% | 1.91% | 2.52% | -0.62% | -1.45% | 1.71% | -0.57% | 4.29% |
| 2024 | -1.48% | 5.08% | 4.50% | -5.99% | 1.75% | -0.71% | 5.55% | 0.96% | 2.15% | -1.71% | 6.85% | -6.11% | 10.27% |
| 2023 | 5.46% | -2.05% | 0.64% | -0.18% | -4.76% | 7.52% | 3.28% | -1.97% | -4.85% | -3.77% | 8.21% | 6.08% | 13.06% |
| 2022 | -6.37% | -1.16% | 2.68% | -6.58% | 1.08% | -7.59% | 8.84% | -4.08% | -8.33% | 9.04% | 7.64% | -4.36% | -10.91% |
| 2021 | -1.81% | 3.10% | 5.40% | 4.24% | 0.64% | -0.13% | 2.60% | 2.03% | -4.67% | 6.06% | -2.05% | 7.66% | 24.77% |
Benchmark Metrics
Boston Trust Midcap Fund has an annualized alpha of 1.14%, beta of 0.91, and R2 of 0.89 versus S&P 500 Index. Calculated based on daily prices since September 28, 2007.
- This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (92.63%) than losses (91.07%) - typical of diversified or defensive assets.
- With beta of 0.91 and R2 of 0.89, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 1.14%
- Beta
- 0.91
- R²
- 0.89
- Upside Capture
- 92.63%
- Downside Capture
- 91.07%
Expense Ratio
BTMFX has a high expense ratio of 1.00%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
BTMFX ranks 9 for risk / return — in the bottom 9% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Boston Trust Midcap Fund (BTMFX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BTMFX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.38 | ||
| Sortino ratioReturn per unit of downside risk | -1.70 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.37 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | 1.00 | 2.78 | -1.79 |
| Martin ratioReturn relative to average drawdown | 2.75 | 12.44 | -9.69 |
Dividends
Dividend History
Boston Trust Midcap Fund provided a 10.64% dividend yield over the last twelve months, with an annual payout of $2.49 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.49 | $2.49 | $1.03 | $1.01 | $1.00 | $1.23 | $0.42 | $1.36 | $0.94 | $1.14 | $1.08 | $0.97 |
Dividend yield | 10.64% | 10.86% | 4.23% | 4.41% | 4.71% | 4.91% | 1.98% | 6.95% | 5.96% | 6.61% | 7.03% | 6.60% |
Monthly Dividends
The table displays the monthly dividend distributions for Boston Trust Midcap Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.49 | $2.49 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.03 | $1.03 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.01 | $1.01 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.00 | $1.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.23 | $1.23 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Boston Trust Midcap Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Boston Trust Midcap Fund was 49.26%, occurring on Mar 9, 2009. Recovery took 393 trading sessions.
The current Boston Trust Midcap Fund drawdown is 2.42%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -49.26%Mar 2009 | 1y 2mo | 1y 6mo | 2y 9moDec 2007 - Sep 2010 |
COVID crash2020 | -37.14%Mar 2020 | 1mo 1d | 7mo 21d | 8mo 22dFeb 2020 - Nov 2020 |
2011 bear market2011 | -22.44%Oct 2011 | 2mo 27d | 5mo 12d | 8mo 9dJul 2011 - Mar 2012 |
Bear market2022 | -20.79%Sep 2022 | 9mo 4d | 1y 2mo | 1y 11moDec 2021 - Dec 2023 |
Rate-hike selloffLate 2018 | -18.08%Dec 2018 | 3mo 1d | 3mo 8d | 6mo 9dSep 2018 - Apr 2019 |
Drawdown Indicators
| BTMFX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.26% | -56.78% | +7.52% |
Max Drawdown (1Y)Largest decline over 1 year | -7.79% | -9.10% | +1.31% |
Max Drawdown (3Y)Largest decline over 3 years | -17.77% | -18.90% | +1.13% |
Max Drawdown (5Y)Largest decline over 5 years | -20.79% | -25.43% | +4.64% |
Max Drawdown (10Y)Largest decline over 10 years | -37.14% | -33.92% | -3.22% |
Current DrawdownCurrent decline from peak | -2.42% | -1.80% | -0.62% |
Average DrawdownAverage peak-to-trough decline | -6.15% | -10.71% | +4.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.83% | 2.03% | +0.80% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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