Boston Trust Midcap Fund (BTMFX)
Fund Info
US1011565033
101156503
$100,000
Mid-Cap
Blend
Expense Ratio
BTMFX has a high expense ratio of 1.00%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Boston Trust Midcap Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Boston Trust Midcap Fund had a return of 5.92% year-to-date (YTD) and 6.52% in the last 12 months. Over the past 10 years, Boston Trust Midcap Fund had an annualized return of 8.84%, while the S&P 500 had an annualized return of 11.01%, indicating that Boston Trust Midcap Fund did not perform as well as the benchmark.
BTMFX
5.92%
-6.31%
2.31%
6.52%
7.02%
8.84%
^GSPC (Benchmark)
23.11%
-0.36%
7.02%
23.15%
12.80%
11.01%
Monthly Returns
The table below presents the monthly returns of BTMFX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.48% | 5.08% | 4.50% | -5.99% | 1.75% | -0.71% | 5.55% | 0.96% | 2.15% | -1.71% | 6.85% | 5.92% | |
| 2023 | 5.46% | -2.05% | 0.64% | -0.18% | -4.76% | 7.52% | 3.28% | -1.97% | -4.85% | -3.77% | 8.21% | 2.39% | 9.13% |
| 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% |
| 2020 | -1.53% | -8.62% | -14.10% | 9.20% | 5.58% | -0.11% | 4.94% | 3.23% | -2.33% | 0.81% | 10.83% | 3.44% | 8.83% |
| 2019 | 7.54% | 4.89% | 0.90% | 4.29% | -5.82% | 7.14% | 0.69% | -2.73% | 3.40% | 0.68% | 3.22% | 2.02% | 28.59% |
| 2018 | 4.46% | -3.88% | -0.63% | -0.12% | 1.51% | 1.26% | 3.73% | 2.51% | 1.01% | -6.95% | 3.68% | -8.95% | -3.36% |
| 2017 | 1.69% | 3.46% | -0.19% | 0.81% | 1.48% | 1.15% | -0.54% | -0.42% | 3.33% | 2.70% | 4.62% | 0.43% | 20.01% |
| 2016 | -4.51% | 1.93% | 7.37% | 0.85% | 1.23% | 0.32% | 2.24% | 0.44% | -0.87% | -3.26% | 4.60% | 1.74% | 12.17% |
| 2015 | -2.50% | 5.12% | 0.62% | -0.62% | 1.06% | -0.31% | 1.86% | -5.29% | -2.31% | 5.52% | 0.44% | -3.29% | -0.26% |
| 2014 | -2.72% | 4.54% | 0.47% | -1.13% | 1.41% | 2.39% | -2.40% | 4.71% | -2.28% | 4.02% | 2.06% | 0.38% | 11.64% |
| 2013 | 6.74% | 1.28% | 3.24% | -0.08% | 2.07% | -0.67% | 6.11% | -2.42% | 3.79% | 2.81% | 1.23% | 1.99% | 28.96% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BTMFX is 27, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Boston Trust Midcap Fund (BTMFX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Boston Trust Midcap Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.11 | $0.10 | $0.10 | $0.12 | $0.09 | $0.08 | $0.08 | $0.13 | $0.09 | $0.05 | $0.04 |
Dividend yield | 0.00% | 0.46% | 0.45% | 0.38% | 0.59% | 0.46% | 0.52% | 0.46% | 0.85% | 0.58% | 0.34% | 0.24% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.11 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.10 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.10 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.12 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.09 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.08 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.08 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.13 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.09 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.05 |
| 2013 | $0.04 | $0.04 |
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.
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 50.57%, occurring on Mar 9, 2009. Recovery took 412 trading sessions.
The current Boston Trust Midcap Fund drawdown is 9.89%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -50.57% | Oct 10, 2007 | 354 | Mar 9, 2009 | 412 | Oct 25, 2010 | 766 |
| -37.14% | Feb 21, 2020 | 22 | Mar 23, 2020 | 161 | Nov 9, 2020 | 183 |
| -22.44% | Jul 8, 2011 | 61 | Oct 3, 2011 | 111 | Mar 13, 2012 | 172 |
| -20.79% | Dec 30, 2021 | 190 | Sep 30, 2022 | 353 | Feb 28, 2024 | 543 |
| -18.08% | Sep 24, 2018 | 64 | Dec 24, 2018 | 66 | Apr 1, 2019 | 130 |
Volatility
Volatility Chart
The current Boston Trust Midcap Fund volatility is 5.99%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.