BTMFX
Boston Trust MidCap
$23.49
-0.09 (-0.38%)
Currency in USD / Last Updated: 4/25/2024
Category | MidCap |
---|---|
Market Cap | 229.476M |
52 Week High | 24.86 |
52 Week Low | 19.772 |
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Key Data
Symbol | BTMFX |
---|---|
Type | Mutual Fund |
Category | MidCap |
Price | 23.49 |
Price Yesterday | 23.58 |
Market Cap | 229.48 |
YTD Return | 2.22% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 100000 |
Redeption Fee | 0 |
Prospectus | 0.01 |
Overview
52 Week High | 24.86 |
---|---|
52 Week Low | 19.77 |
Market Cap | 229.48M |
Shares Outstanding | 9.77M |
Income Dividend Yield | 0.45% |
Long Term Dividend Yield | 3.38% |
Short Term Dividend Yield | 0.49% |
52 Week Yield (All) | 4.31% |
Returns Annualized
One Day | -61.89% |
---|---|
Five Days | 104.17% |
One Months | -35.93% |
Three Months | 10.14% |
Six Months | 39.26% |
Nine Months | 6.32% |
One Year | 13.18% |
Three Years | 4.73% |
Five Years | 8.90% |
Ten Years | 10.03% |
YTD | 7.17% |
Since Inception | 9.22% |
Returns Total
One Day | -0.38% |
---|---|
Five Days | 1.42% |
One Month | -3.81% |
Three Months | 2.44% |
Six Months | 17.83% |
Nine Months | 4.73% |
One Year | 13.17% |
Three Years | 14.84% |
Five Years | 53.06% |
Ten Years | 159.50% |
YTD | 2.22% |
Since Inception | 329.51% |
Yearly Returns
2024 | 2.22% |
---|---|
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 | -11.73% |
---|---|
Beta | 0.95 |
Correlation | 90.51% |
Downside Deviation | 2.98% |
Coefficient of determination | 81.92% |
Standard Deviation | 3.56% |
Sharpe Ratio | -1.03 |
Sortino | -4.28 |
Treynor | 8.22 |
Ulcer Index | 4.31 |
Ulcer Performance Index | -2.97 |