BTSMX
Boston Trust Small/MidCap
$23.35
0.12 (0.52%)
Currency in USD / Last Updated: 4/19/2024
| Category | MidCap |
|---|---|
| Market Cap | 729.629M |
| 52 Week High | 24.97 |
| 52 Week Low | 19.488 |
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Key Data
| Symbol | BTSMX |
|---|---|
| Type | Mutual Fund |
| Category | MidCap |
| Price | 23.35 |
| Price Yesterday | 23.23 |
| Market Cap | 729.63 |
| YTD Return | 1.21% |
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 | 729.63M |
| Shares Outstanding | 31.25M |
| Income Dividend Yield | 0.70% |
| Long Term Dividend Yield | 0.06% |
| Short Term Dividend Yield | 0.03% |
| 52 Week Yield (All) | 0.78% |
Returns Annualized
| One Day | 266.83% |
|---|---|
| Five Days | -63.41% |
| One Months | -37.00% |
| Three Months | 11.18% |
| Six Months | 35.55% |
| Nine Months | 8.38% |
| One Year | 12.51% |
| Three Years | 4.81% |
| Five Years | 9.06% |
| Ten Years | 9.56% |
| YTD | 4.09% |
| Since Inception | 10.86% |
Returns Total
| One Day | 0.52% |
|---|---|
| Five Days | -1.97% |
| One Month | -3.95% |
| Three Months | 2.68% |
| Six Months | 16.27% |
| Nine Months | 6.25% |
| One Year | 12.49% |
| Three Years | 15.13% |
| Five Years | 54.18% |
| Ten Years | 148.70% |
| YTD | 1.21% |
| Since Inception | 257.09% |
Yearly Returns
| 2024 | 1.21% |
|---|---|
| 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 | -9.05% |
|---|---|
| Beta | 1.01 |
| Correlation | 87.00% |
| Downside Deviation | 2.91% |
| Coefficient of determination | 75.69% |
| Standard Deviation | 3.94% |
| Sharpe Ratio | -0.66 |
| Sortino | -3.08 |
| Treynor | 7.09 |
| Ulcer Index | 3.89 |
| Ulcer Performance Index | -2.31 |