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Boston Trust Midcap (BTMFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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23.55+0.16 (+0.68%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.48%
5-Year Average Return8.66%
Number of Years Up12
Number of Years Down4
Best 1 Yr Total Return (May 2, 2024)33.34%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return33.34%
Worst 3-Yr Total Return6.55%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBTMFXCategory
YTD1.70%17.04%
1-Month-5.99%-0.01%
3-Month3.22%5.47%
1-Year10.80%50.44%
3-Year4.74%13.15%
5-Year8.54%13.75%
10-Year9.87%11.35%
Last Bull Market24.17%25.95%
Last Bear Market-12.73%-22.55%

Annual Total Return (%) History

Year
BTMFXCategory
2024
N/AN/A
2023
13.05%N/A
2022
-10.94%N/A
2021
24.81%N/A
2020
8.81%12.39%
2019
28.59%26.21%
2018
-3.36%-11.15%
2017
20.01%15.93%
2016
12.13%14.14%
2015
-0.26%-4.75%
2014
11.61%7.80%
2013
28.91%34.10%
2012
10.46%16.15%
2011
0.71%-3.81%
2010
31.43%22.52%
2009
33.34%37.39%
2008
-34.40%-39.18%
2007
N/A4.85%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.18%N/AN/AN/A
20233.95%2.22%-3.67%10.45%
2022-4.97%-12.73%-4.30%12.21%
20216.71%4.77%-0.21%11.88%
2020-24.25%17.49%5.80%15.55%
201913.81%5.23%1.27%6.02%
2018-0.23%2.67%7.41%-12.16%
20175.02%3.48%2.34%7.91%
20164.51%2.42%1.79%2.91%
20153.14%0.12%-5.76%2.49%
20142.18%2.66%-0.13%6.54%
201311.60%1.30%7.47%6.10%
201212.90%-5.02%2.56%0.45%
20116.03%2.76%-17.41%11.93%
20107.76%-5.30%14.21%12.76%
2009-7.70%18.26%15.02%6.21%
2008-9.60%1.08%-8.15%-21.85%
20070.91%N/AN/AN/A

Rank In Category (By Total Return)

YTD72
1-Month57
3-Month68
1-Year84
3-Year27
5-Year61

Load Adjusted Returns

1-Year10.80%
3-Year4.74%
5-Year8.54%
10-Year9.87%