BTMFX vs. SMDIX
BTMFX (Boston Trust Midcap Fund) and SMDIX (Hartford Schroders US MidCap Opportunities Fund) are both Mid Cap Blend Equities funds. Over the past 10 years, BTMFX returned 10.27%/yr vs 10.83%/yr for SMDIX. Their correlation of 0.94 suggests significant overlap in exposure. BTMFX charges 1.00%/yr vs 0.89%/yr for SMDIX.
Performance
BTMFX vs. SMDIX - Performance Comparison
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Returns By Period
In the year-to-date period, BTMFX achieves a 5.67% return, which is significantly lower than SMDIX's 18.03% return. Over the past 10 years, BTMFX has underperformed SMDIX with an annualized return of 10.27%, while SMDIX has yielded a comparatively higher 10.83% annualized return.
BTMFX
- 1D
- 0.21%
- 1M
- 2.89%
- 6M
- 2.06%
- YTD
- 5.67%
- 1Y
- 7.68%
- 3Y*
- 8.34%
- 5Y*
- 6.20%
- 10Y*
- 10.27%
SMDIX
- 1D
- -0.09%
- 1M
- 2.09%
- 6M
- 13.79%
- YTD
- 18.03%
- 1Y
- 27.09%
- 3Y*
- 14.91%
- 5Y*
- 9.49%
- 10Y*
- 10.83%
BTMFX vs. SMDIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BTMFX Boston Trust Midcap Fund | 5.67% | 4.29% | 10.27% | 13.06% | -10.91% | 24.77% | 9.72% | 33.00% | -3.36% | 20.01% |
SMDIX Hartford Schroders US MidCap Opportunities Fund | 18.03% | 7.45% | 15.41% | 12.69% | -12.44% | 26.06% | 9.17% | 28.05% | -11.03% | 15.58% |
Correlation
The correlation between BTMFX and SMDIX is 0.83, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.83 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.88 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.92 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.93 |
Correlation (All Time) Calculated using the full available price history since Sep 28, 2007 | 0.94 |
The correlation between BTMFX and SMDIX shifts across timeframes, from 0.83 (1 year) to 0.94 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
BTMFX vs. SMDIX — Risk / Return Rank
BTMFX
SMDIX
BTMFX vs. SMDIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Boston Trust Midcap Fund (BTMFX) and Hartford Schroders US MidCap Opportunities Fund (SMDIX). 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.
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 | SMDIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.37 | ||
| Sortino ratioReturn per unit of downside risk | -1.78 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.35 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | 0.98 | 3.74 | -2.75 |
| Martin ratioReturn relative to average drawdown | 2.70 | 14.47 | -11.77 |
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Drawdowns
BTMFX vs. SMDIX - Drawdown Comparison
The maximum BTMFX drawdown since its inception was -49.26%, roughly equal to the maximum SMDIX drawdown of -48.26%. Use the drawdown chart below to compare losses from any high point for BTMFX and SMDIX.
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Drawdown Indicators
| BTMFX | SMDIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.26% | -48.26% | -1.00% |
Max Drawdown (1Y)Largest decline over 1 year | -7.79% | -7.40% | -0.39% |
Max Drawdown (3Y)Largest decline over 3 years | -17.77% | -20.25% | +2.48% |
Max Drawdown (5Y)Largest decline over 5 years | -20.79% | -20.87% | +0.08% |
Max Drawdown (10Y)Largest decline over 10 years | -37.14% | -40.70% | +3.56% |
Current DrawdownCurrent decline from peak | -0.12% | -0.36% | +0.24% |
Average DrawdownAverage peak-to-trough decline | -6.14% | -6.43% | +0.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.83% | 1.91% | +0.92% |
Volatility
BTMFX vs. SMDIX - Volatility Comparison
Boston Trust Midcap Fund (BTMFX) and Hartford Schroders US MidCap Opportunities Fund (SMDIX) have volatilities of 3.05% and 2.97%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BTMFX | SMDIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.05% | 2.97% | +0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 8.14% | 9.70% | -1.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.79% | 13.69% | -1.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.74% | 16.22% | -0.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.36% | 17.88% | -0.52% |
BTMFX vs. SMDIX - Expense Ratio Comparison
BTMFX has a 1.00% expense ratio, which is higher than SMDIX's 0.89% expense ratio.
Dividends
BTMFX vs. SMDIX - Dividend Comparison
BTMFX's dividend yield for the trailing twelve months is around 10.28%, more than SMDIX's 8.35% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BTMFX Boston Trust Midcap Fund | 10.28% | 10.86% | 4.23% | 4.41% | 4.71% | 4.91% | 1.98% | 6.95% | 5.96% | 6.61% | 7.03% | 6.60% |
SMDIX Hartford Schroders US MidCap Opportunities Fund | 8.35% | 9.86% | 8.53% | 1.69% | 3.28% | 15.04% | 0.32% | 0.91% | 2.45% | 1.51% | 1.72% | 11.55% |
Frequently Asked Questions
BTMFX and SMDIX have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BTMFX has higher volatility (3.05%) compared to SMDIX (2.97%). In terms of maximum drawdown, BTMFX dropped -49.26% vs SMDIX's -48.26%.
SMDIX currently has the higher Sharpe Ratio (2.03 vs 0.65), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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