WASMX
Boston Trust Walden Small/MidCap
$22.65
-0.14 (-0.61%)
Currency in USD / Last Updated: 7/9/2024
| Category | MidCap |
|---|---|
| Market Cap | 254.316M |
| 52 Week High | 24.57 |
| 52 Week Low | 18.936 |
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Key Data
| Symbol | WASMX |
|---|---|
| Type | Mutual Fund |
| Category | MidCap |
| Price | 22.65 |
| Price Yesterday | 22.79 |
| Market Cap | 254.32 |
| YTD Return | -0.22% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 100000 |
| Redeption Fee | 0 |
| Prospectus | 0.01 |
Overview
| 52 Week High | 24.57 |
|---|---|
| 52 Week Low | 18.94 |
| Market Cap | 254.32M |
| Shares Outstanding | 11.23M |
| Income Dividend Yield | 0.45% |
| Long Term Dividend Yield | 0.02% |
| Short Term Dividend Yield | 0.05% |
| 52 Week Yield (All) | 0.53% |
Returns Annualized
| One Day | -78.87% |
|---|---|
| Five Days | -10.53% |
| One Months | -9.50% |
| Three Months | -24.12% |
| Six Months | 3.98% |
| Nine Months | 17.96% |
| One Year | 11.06% |
| Three Years | 3.27% |
| Five Years | 8.47% |
| Ten Years | 8.94% |
| YTD | -0.43% |
| Since Inception | 10.58% |
Returns Total
| One Day | -0.61% |
|---|---|
| Five Days | -0.22% |
| One Month | -0.79% |
| Three Months | -6.56% |
| Six Months | 1.94% |
| Nine Months | 13.03% |
| One Year | 11.05% |
| Three Years | 10.07% |
| Five Years | 50.00% |
| Ten Years | 134.86% |
| YTD | -0.22% |
| Since Inception | 233.63% |
Yearly Returns
| 2024 | -0.22% |
|---|---|
| 2023 | 16.40% |
| 2022 | -14.60% |
| 2021 | 30.08% |
| 2020 | 9.13% |
| 2019 | 26.12% |
| 2018 | -5.60% |
| 2017 | 16.95% |
| 2016 | 20.11% |
| 2015 | -2.45% |
Risk against SP-DA
| Alpha | -13.60% |
|---|---|
| Beta | 0.83 |
| Correlation | 70.10% |
| Downside Deviation | 3.09% |
| Coefficient of determination | 49.14% |
| Standard Deviation | 3.79% |
| Sharpe Ratio | -1.34 |
| Sortino | -5.72 |
| Treynor | 6.87 |
| Ulcer Index | 4.54 |
| Ulcer Performance Index | -3.89 |