BTMFX
Boston Trust MidCap
$23.37
-0.08 (-0.34%)
Currency in USD / Last Updated: 7/9/2024
| Category | MidCap |
|---|---|
| Market Cap | 236.203M |
| 52 Week High | 24.86 |
| 52 Week Low | 19.772 |
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Key Data
| Symbol | BTMFX |
|---|---|
| Type | Mutual Fund |
| Category | MidCap |
| Price | 23.37 |
| Price Yesterday | 23.45 |
| Market Cap | 236.20 |
| YTD Return | 1.70% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 100000 |
| Redeption Fee | 0 |
| Prospectus | 0.0098 |
Overview
| 52 Week High | 24.86 |
|---|---|
| 52 Week Low | 19.77 |
| Market Cap | 236.20M |
| Shares Outstanding | 10.11M |
| Income Dividend Yield | 0.45% |
| Long Term Dividend Yield | 3.40% |
| Short Term Dividend Yield | 0.49% |
| 52 Week Yield (All) | 4.33% |
Returns Annualized
| One Day | -57.77% |
|---|---|
| Five Days | 0.00% |
| One Months | -11.15% |
| Three Months | -17.75% |
| Six Months | 7.44% |
| Nine Months | 16.98% |
| One Year | 9.32% |
| Three Years | 3.99% |
| Five Years | 8.30% |
| Ten Years | 9.49% |
| YTD | 3.32% |
| Since Inception | 9.07% |
Returns Total
| One Day | -0.34% |
|---|---|
| Five Days | 0.00% |
| One Month | -0.93% |
| Three Months | -4.69% |
| Six Months | 3.59% |
| Nine Months | 12.33% |
| One Year | 9.31% |
| Three Years | 12.39% |
| Five Years | 48.83% |
| Ten Years | 146.94% |
| YTD | 1.70% |
| Since Inception | 327.32% |
Yearly Returns
| 2024 | 1.70% |
|---|---|
| 2023 | 13.05% |
| 2022 | -10.94% |
| 2021 | 24.82% |
| 2020 | 8.81% |
| 2019 | 28.59% |
| 2018 | -3.36% |
| 2017 | 20.01% |
| 2016 | 12.13% |
| 2015 | -0.27% |
Risk against SP-DA
| Alpha | -13.71% |
|---|---|
| Beta | 0.76 |
| Correlation | 71.96% |
| Downside Deviation | 3.03% |
| Coefficient of determination | 51.78% |
| Standard Deviation | 3.38% |
| Sharpe Ratio | -1.65 |
| Sortino | -6.39 |
| Treynor | 5.21 |
| Ulcer Index | 4.68 |
| Ulcer Performance Index | -4.14 |