WASMX
Boston Trust Walden Small/MidCap
$23.32
0.24 (1.04%)
Currency in USD / Last Updated: 4/23/2024
| Category | MidCap |
|---|---|
| Market Cap | 241.068M |
| 52 Week High | 24.57 |
| 52 Week Low | 18.936 |
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Key Data
| Symbol | WASMX |
|---|---|
| Type | Mutual Fund |
| Category | MidCap |
| Price | 23.32 |
| Price Yesterday | 23.08 |
| Market Cap | 241.07 |
| YTD Return | 2.73% |
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 | 241.07M |
| Shares Outstanding | 10.34M |
| Income Dividend Yield | 0.44% |
| Long Term Dividend Yield | 0.02% |
| Short Term Dividend Yield | 0.05% |
| 52 Week Yield (All) | 0.51% |
Returns Annualized
| One Day | 1,259.24% |
|---|---|
| Five Days | 76.06% |
| One Months | -35.59% |
| Three Months | 10.81% |
| Six Months | 49.53% |
| Nine Months | 13.54% |
| One Year | 15.93% |
| Three Years | 4.79% |
| Five Years | 9.22% |
| Ten Years | 9.51% |
| YTD | 9.11% |
| Since Inception | 11.05% |
Returns Total
| One Day | 1.04% |
|---|---|
| Five Days | 1.13% |
| One Month | -3.60% |
| Three Months | 2.60% |
| Six Months | 22.06% |
| Nine Months | 10.04% |
| One Year | 15.91% |
| Three Years | 15.00% |
| Five Years | 55.30% |
| Ten Years | 147.64% |
| YTD | 2.73% |
| Since Inception | 243.50% |
Yearly Returns
| 2024 | 2.73% |
|---|---|
| 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 | -8.40% |
|---|---|
| Beta | 0.98 |
| Correlation | 85.02% |
| Downside Deviation | 2.90% |
| Coefficient of determination | 72.29% |
| Standard Deviation | 3.97% |
| Sharpe Ratio | -0.63 |
| Sortino | -3 |
| Treynor | 10.71 |
| Ulcer Index | 3.73 |
| Ulcer Performance Index | -2.33 |