WAMFX
Boston Trust Walden Midcap
$21.91
-0.10 (-0.45%)
Currency in USD / Last Updated: 4/25/2024
Category | MidCap |
---|---|
Market Cap | 128.751M |
52 Week High | 23.21 |
52 Week Low | 18.385 |
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Key Data
Symbol | WAMFX |
---|---|
Type | Mutual Fund |
Category | MidCap |
Price | 21.91 |
Price Yesterday | 22.01 |
Market Cap | 128.75 |
YTD Return | 1.95% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 100000 |
Redeption Fee | 0 |
Prospectus | 0.01 |
Overview
52 Week High | 23.21 |
---|---|
52 Week Low | 18.39 |
Market Cap | 128.75M |
Shares Outstanding | 5.88M |
Income Dividend Yield | 0.53% |
Long Term Dividend Yield | 3.72% |
Short Term Dividend Yield | 0.49% |
52 Week Yield (All) | 4.74% |
Returns Annualized
One Day | -68.29% |
---|---|
Five Days | 100.48% |
One Months | -37.29% |
Three Months | 8.66% |
Six Months | 40.28% |
Nine Months | 6.28% |
One Year | 13.32% |
Three Years | 4.87% |
Five Years | 8.96% |
Ten Years | 9.99% |
YTD | 6.29% |
Since Inception | 11.05% |
Returns Total
One Day | -0.45% |
---|---|
Five Days | 1.39% |
One Month | -3.99% |
Three Months | 2.10% |
Six Months | 18.26% |
Nine Months | 4.70% |
One Year | 13.31% |
Three Years | 15.33% |
Five Years | 53.49% |
Ten Years | 158.68% |
YTD | 1.95% |
Since Inception | 278.41% |
Yearly Returns
2024 | 1.95% |
---|---|
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 | -11.76% |
---|---|
Beta | 0.96 |
Correlation | 91.10% |
Downside Deviation | 3.03% |
Coefficient of determination | 82.98% |
Standard Deviation | 3.57% |
Sharpe Ratio | -1.02 |
Sortino | -4.17 |
Treynor | 8.29 |
Ulcer Index | 4.35 |
Ulcer Performance Index | -2.9 |