BTMFX vs. MISIX
Compare and contrast key facts about Boston Trust Midcap Fund (BTMFX) and Victory Trivalent International Small-Cap Fund Class I (MISIX).
BTMFX is managed by Boston Trust Walden. MISIX is managed by Victory.
Performance
BTMFX vs. MISIX - Performance Comparison
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BTMFX vs. MISIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BTMFX Boston Trust Midcap Fund | -3.57% | 4.29% | 10.27% | 13.06% | -10.91% | 24.77% | 9.72% | 33.00% | -3.36% | 20.01% |
MISIX Victory Trivalent International Small-Cap Fund Class I | -0.70% | 42.00% | 4.70% | 15.49% | -23.13% | 12.41% | 15.42% | 27.88% | -20.20% | 37.14% |
Returns By Period
In the year-to-date period, BTMFX achieves a -3.57% return, which is significantly lower than MISIX's -0.70% return. Both investments have delivered pretty close results over the past 10 years, with BTMFX having a 9.66% annualized return and MISIX not far behind at 9.25%.
BTMFX
- 1D
- -0.09%
- 1M
- -7.33%
- YTD
- -3.57%
- 6M
- -3.90%
- 1Y
- 1.77%
- 3Y*
- 6.45%
- 5Y*
- 5.48%
- 10Y*
- 9.66%
MISIX
- 1D
- -0.60%
- 1M
- -13.84%
- YTD
- -0.70%
- 6M
- 4.64%
- 1Y
- 33.88%
- 3Y*
- 16.76%
- 5Y*
- 7.07%
- 10Y*
- 9.25%
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BTMFX vs. MISIX - Expense Ratio Comparison
BTMFX has a 1.00% expense ratio, which is higher than MISIX's 0.97% expense ratio.
Return for Risk
BTMFX vs. MISIX — Risk / Return Rank
BTMFX
MISIX
BTMFX vs. MISIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Boston Trust Midcap Fund (BTMFX) and Victory Trivalent International Small-Cap Fund Class I (MISIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BTMFX | MISIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.16 | 1.97 | -1.81 |
Sortino ratioReturn per unit of downside risk | 0.35 | 2.54 | -2.18 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.39 | -0.34 |
Calmar ratioReturn relative to maximum drawdown | 0.10 | 2.24 | -2.14 |
Martin ratioReturn relative to average drawdown | 0.41 | 9.80 | -9.40 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BTMFX | MISIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.16 | 1.97 | -1.81 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.35 | 0.40 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.52 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.31 | +0.15 |
Correlation
The correlation between BTMFX and MISIX is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BTMFX vs. MISIX - Dividend Comparison
BTMFX's dividend yield for the trailing twelve months is around 11.26%, more than MISIX's 6.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BTMFX Boston Trust Midcap Fund | 11.26% | 10.86% | 4.23% | 4.41% | 4.71% | 4.91% | 1.98% | 6.95% | 5.96% | 6.61% | 7.03% | 6.60% |
MISIX Victory Trivalent International Small-Cap Fund Class I | 6.09% | 6.05% | 2.27% | 1.90% | 1.12% | 8.61% | 0.41% | 1.99% | 3.59% | 1.85% | 1.56% | 1.21% |
Drawdowns
BTMFX vs. MISIX - Drawdown Comparison
The maximum BTMFX drawdown since its inception was -49.26%, smaller than the maximum MISIX drawdown of -67.61%. Use the drawdown chart below to compare losses from any high point for BTMFX and MISIX.
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Drawdown Indicators
| BTMFX | MISIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.26% | -67.61% | +18.35% |
Max Drawdown (1Y)Largest decline over 1 year | -11.81% | -13.84% | +2.03% |
Max Drawdown (5Y)Largest decline over 5 years | -20.79% | -37.69% | +16.90% |
Max Drawdown (10Y)Largest decline over 10 years | -37.14% | -41.82% | +4.68% |
Current DrawdownCurrent decline from peak | -7.79% | -13.84% | +6.05% |
Average DrawdownAverage peak-to-trough decline | -6.18% | -16.99% | +10.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.92% | 3.16% | -0.24% |
Volatility
BTMFX vs. MISIX - Volatility Comparison
The current volatility for Boston Trust Midcap Fund (BTMFX) is 3.22%, while Victory Trivalent International Small-Cap Fund Class I (MISIX) has a volatility of 6.80%. This indicates that BTMFX experiences smaller price fluctuations and is considered to be less risky than MISIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BTMFX | MISIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.22% | 6.80% | -3.58% |
Volatility (6M)Calculated over the trailing 6-month period | 8.27% | 11.32% | -3.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.27% | 16.62% | -0.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.75% | 17.68% | -1.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.44% | 17.78% | -0.34% |