BTMFX vs. NBSRX
Compare and contrast key facts about Boston Trust Midcap Fund (BTMFX) and Neuberger Berman Sustainable Equity Fund (NBSRX).
BTMFX is managed by Boston Trust Walden. NBSRX is managed by Neuberger Berman. It was launched on Mar 16, 1994.
Performance
BTMFX vs. NBSRX - Performance Comparison
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BTMFX vs. NBSRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BTMFX Boston Trust Midcap Fund | -2.05% | 4.29% | 10.27% | 13.06% | -10.91% | 24.77% | 9.72% | 33.00% | -3.36% | 20.01% |
NBSRX Neuberger Berman Sustainable Equity Fund | -3.86% | 17.37% | 28.23% | 26.76% | -18.81% | 23.30% | 19.35% | 25.95% | -6.00% | 18.84% |
Returns By Period
In the year-to-date period, BTMFX achieves a -2.05% return, which is significantly higher than NBSRX's -3.86% return. Over the past 10 years, BTMFX has underperformed NBSRX with an annualized return of 9.83%, while NBSRX has yielded a comparatively higher 12.89% annualized return.
BTMFX
- 1D
- 1.58%
- 1M
- -5.94%
- YTD
- -2.05%
- 6M
- -2.18%
- 1Y
- 3.30%
- 3Y*
- 7.01%
- 5Y*
- 5.57%
- 10Y*
- 9.83%
NBSRX
- 1D
- 2.89%
- 1M
- -4.56%
- YTD
- -3.86%
- 6M
- 2.13%
- 1Y
- 15.39%
- 3Y*
- 20.05%
- 5Y*
- 11.06%
- 10Y*
- 12.89%
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BTMFX vs. NBSRX - Expense Ratio Comparison
BTMFX has a 1.00% expense ratio, which is higher than NBSRX's 0.85% expense ratio.
Return for Risk
BTMFX vs. NBSRX — Risk / Return Rank
BTMFX
NBSRX
BTMFX vs. NBSRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Boston Trust Midcap Fund (BTMFX) and Neuberger Berman Sustainable Equity Fund (NBSRX). 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 | NBSRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.21 | 0.94 | -0.73 |
Sortino ratioReturn per unit of downside risk | 0.43 | 1.48 | -1.06 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.21 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.36 | 1.44 | -1.08 |
Martin ratioReturn relative to average drawdown | 1.43 | 5.56 | -4.13 |
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 | NBSRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.21 | 0.94 | -0.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.69 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.74 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.57 | -0.09 |
Correlation
The correlation between BTMFX and NBSRX is 0.90, 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. NBSRX - Dividend Comparison
BTMFX's dividend yield for the trailing twelve months is around 11.09%, more than NBSRX's 2.45% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BTMFX Boston Trust Midcap Fund | 11.09% | 10.86% | 4.23% | 4.41% | 4.71% | 4.91% | 1.98% | 6.95% | 5.96% | 6.61% | 7.03% | 6.60% |
NBSRX Neuberger Berman Sustainable Equity Fund | 2.45% | 2.35% | 5.88% | 9.72% | 10.06% | 10.35% | 6.16% | 9.08% | 10.03% | 6.14% | 4.53% | 6.40% |
Drawdowns
BTMFX vs. NBSRX - Drawdown Comparison
The maximum BTMFX drawdown since its inception was -49.26%, smaller than the maximum NBSRX drawdown of -53.74%. Use the drawdown chart below to compare losses from any high point for BTMFX and NBSRX.
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Drawdown Indicators
| BTMFX | NBSRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.26% | -53.74% | +4.48% |
Max Drawdown (1Y)Largest decline over 1 year | -11.81% | -10.07% | -1.74% |
Max Drawdown (5Y)Largest decline over 5 years | -20.79% | -25.39% | +4.60% |
Max Drawdown (10Y)Largest decline over 10 years | -37.14% | -34.07% | -3.07% |
Current DrawdownCurrent decline from peak | -6.34% | -7.43% | +1.09% |
Average DrawdownAverage peak-to-trough decline | -6.18% | -7.09% | +0.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.94% | 2.60% | +0.34% |
Volatility
BTMFX vs. NBSRX - Volatility Comparison
The current volatility for Boston Trust Midcap Fund (BTMFX) is 3.74%, while Neuberger Berman Sustainable Equity Fund (NBSRX) has a volatility of 5.51%. This indicates that BTMFX experiences smaller price fluctuations and is considered to be less risky than NBSRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BTMFX | NBSRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.74% | 5.51% | -1.77% |
Volatility (6M)Calculated over the trailing 6-month period | 8.43% | 10.82% | -2.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.31% | 17.44% | -1.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.77% | 16.12% | -0.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.44% | 17.48% | -0.04% |