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Boston Trust Midcap Fund (BTMFX)

Mutual Fund · Currency in USD · Last updated Jun 28, 2022

Fund Info

ISINUS1011565033
CUSIP101156503
IssuerBoston Trust Walden
CategoryMid Cap Blend Equities
Expense Ratio1.00%
Minimum Investment$100,000
Asset ClassEquity

Asset Class Size

Mid-Cap

Asset Class Style

Blend

Trading Data

Previous Close$21.21
Year Range$19.92 - $25.01
EMA (50)$21.82
EMA (200)$22.72

BTMFXShare Price Chart


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BTMFXPerformance

The chart shows the growth of $10,000 invested in Boston Trust Midcap Fund on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $39,166 for a total return of roughly 291.66%. All prices are adjusted for splits and dividends.


BTMFX (Boston Trust Midcap Fund)
Benchmark (^GSPC)

BTMFXReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M-6.40%-6.21%
YTD-15.02%-18.17%
6M-13.36%-17.47%
1Y-5.41%-8.89%
5Y9.72%9.75%
10Y11.42%11.26%

BTMFXMonthly Returns Heatmap


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BTMFXSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Boston Trust Midcap Fund Sharpe ratio is -0.30. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


BTMFX (Boston Trust Midcap Fund)
Benchmark (^GSPC)

BTMFXDividend History

Boston Trust Midcap Fund granted a 5.78% dividend yield in the last twelve months. The annual payout for that period amounted to $1.23 per share.


PeriodTTM202120202019201820172016201520142013201220112010
Dividend$1.23$1.23$0.25$0.72$0.94$1.14$1.08$0.97$0.78$0.39$0.35$0.43$0.02

Dividend yield

5.78%4.91%1.25%3.94%6.58%7.71%8.75%8.78%7.04%3.97%4.61%6.14%0.32%

BTMFXDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


BTMFX (Boston Trust Midcap Fund)
Benchmark (^GSPC)

BTMFXWorst Drawdowns

The table below shows the maximum drawdowns of the Boston Trust Midcap Fund. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Boston Trust Midcap Fund is 37.14%, recorded on Mar 23, 2020. It took 161 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-37.14%Feb 21, 202022Mar 23, 2020161Nov 9, 2020183
-22.44%Jul 8, 201161Oct 3, 2011110Mar 13, 2012171
-20.35%Dec 30, 2021117Jun 16, 2022
-18.08%Sep 24, 201864Dec 24, 201866Apr 1, 2019130
-13.94%Aug 18, 2015107Jan 20, 201668Apr 27, 2016175
-12.01%Apr 26, 201049Jul 2, 201054Sep 20, 2010103
-10.11%Apr 4, 201242Jun 4, 2012154Jan 15, 2013196
-8.94%Jan 29, 20189Feb 8, 2018116Jul 26, 2018125
-6.84%Sep 3, 201429Oct 13, 201413Oct 30, 201442
-6.56%Jan 15, 201014Feb 4, 201017Mar 2, 201031

BTMFXVolatility Chart

Current Boston Trust Midcap Fund volatility is 27.61%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


BTMFX (Boston Trust Midcap Fund)
Benchmark (^GSPC)

Portfolios with Boston Trust Midcap Fund


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