WAMFX
Boston Trust Walden Midcap
$21.74
-0.08 (-0.37%)
Currency in USD / Last Updated: 7/9/2024
| Category | MidCap |
|---|---|
| Market Cap | 130.957M |
| 52 Week High | 23.21 |
| 52 Week Low | 18.385 |
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Key Data
| Symbol | WAMFX |
|---|---|
| Type | Mutual Fund |
| Category | MidCap |
| Price | 21.74 |
| Price Yesterday | 21.82 |
| Market Cap | 130.96 |
| YTD Return | 1.16% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 100000 |
| Redeption Fee | 0 |
| Prospectus | 0.0098 |
Overview
| 52 Week High | 23.21 |
|---|---|
| 52 Week Low | 18.39 |
| Market Cap | 130.96M |
| Shares Outstanding | 6.02M |
| Income Dividend Yield | 0.54% |
| Long Term Dividend Yield | 3.75% |
| Short Term Dividend Yield | 0.50% |
| 52 Week Yield (All) | 4.78% |
Returns Annualized
| One Day | -60.41% |
|---|---|
| Five Days | 2.35% |
| One Months | -9.88% |
| Three Months | -18.63% |
| Six Months | 6.16% |
| Nine Months | 16.65% |
| One Year | 8.85% |
| Three Years | 4.07% |
| Five Years | 8.33% |
| Ten Years | 9.41% |
| YTD | 2.27% |
| Since Inception | 10.80% |
Returns Total
| One Day | -0.37% |
|---|---|
| Five Days | 0.05% |
| One Month | -0.82% |
| Three Months | -4.94% |
| Six Months | 2.98% |
| Nine Months | 12.10% |
| One Year | 8.84% |
| Three Years | 12.65% |
| Five Years | 49.04% |
| Ten Years | 145.32% |
| YTD | 1.16% |
| Since Inception | 275.47% |
Yearly Returns
| 2024 | 1.16% |
|---|---|
| 2023 | 13.88% |
| 2022 | -10.91% |
| 2021 | 24.89% |
| 2020 | 8.76% |
| 2019 | 28.39% |
| 2018 | -3.59% |
| 2017 | 19.62% |
| 2016 | 12.14% |
| 2015 | -0.42% |
Risk against SP-DA
| Alpha | -14.27% |
|---|---|
| Beta | 0.76 |
| Correlation | 71.76% |
| Downside Deviation | 3.11% |
| Coefficient of determination | 51.49% |
| Standard Deviation | 3.41% |
| Sharpe Ratio | -1.68 |
| Sortino | -6.38 |
| Treynor | 4.56 |
| Ulcer Index | 4.78 |
| Ulcer Performance Index | -4.16 |