BTSMX
Boston Trust Small/MidCap
$23.10
-0.11 (-0.47%)
Currency in USD / Last Updated: 7/9/2024
| Category | MidCap |
|---|---|
| Market Cap | 762.009M |
| 52 Week High | 24.97 |
| 52 Week Low | 19.488 |
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Key Data
| Symbol | BTSMX |
|---|---|
| Type | Mutual Fund |
| Category | MidCap |
| Price | 23.1 |
| Price Yesterday | 23.21 |
| Market Cap | 762.01 |
| YTD Return | 0.13% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000000 |
| Redeption Fee | 0 |
| Prospectus | 0.0075 |
Overview
| 52 Week High | 24.97 |
|---|---|
| 52 Week Low | 19.49 |
| Market Cap | 762.01M |
| Shares Outstanding | 32.99M |
| Income Dividend Yield | 0.71% |
| Long Term Dividend Yield | 0.06% |
| Short Term Dividend Yield | 0.03% |
| 52 Week Yield (All) | 0.79% |
Returns Annualized
| One Day | -69.83% |
|---|---|
| Five Days | -6.34% |
| One Months | -5.30% |
| Three Months | -23.22% |
| Six Months | 5.31% |
| Nine Months | 16.87% |
| One Year | 10.14% |
| Three Years | 3.29% |
| Five Years | 8.54% |
| Ten Years | 9.16% |
| YTD | 0.25% |
| Since Inception | 10.57% |
Returns Total
| One Day | -0.47% |
|---|---|
| Five Days | -0.13% |
| One Month | -0.43% |
| Three Months | -6.29% |
| Six Months | 2.58% |
| Nine Months | 12.25% |
| One Year | 10.13% |
| Three Years | 10.13% |
| Five Years | 50.51% |
| Ten Years | 139.68% |
| YTD | 0.13% |
| Since Inception | 253.32% |
Yearly Returns
| 2024 | 0.13% |
|---|---|
| 2023 | 13.14% |
| 2022 | -12.04% |
| 2021 | 30.46% |
| 2020 | 8.26% |
| 2019 | 26.74% |
| 2018 | -5.62% |
| 2017 | 18.39% |
| 2016 | 20.15% |
| 2015 | -2.46% |
Risk against SP-DA
| Alpha | -13.93% |
|---|---|
| Beta | 0.8 |
| Correlation | 69.17% |
| Downside Deviation | 3.04% |
| Coefficient of determination | 47.84% |
| Standard Deviation | 3.73% |
| Sharpe Ratio | -1.44 |
| Sortino | -6.1 |
| Treynor | 5.95 |
| Ulcer Index | 4.66 |
| Ulcer Performance Index | -3.99 |