Boston Trust Midcap (BTMFX)

22.66 +0.51 (+2.30%) USD  |  May 27 2022

BTMFX Performance

Edit Comparables

Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of May 27, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Loading chart...
Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Boston Trust Midcap
10.46%
28.91%
11.61%
-0.26%
12.13%
20.01%
-3.36%
28.59%
8.81%
24.81%
-9.21%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-12.21%
Boston Trust Walden Midcap
10.35%
29.47%
11.11%
-0.42%
12.13%
19.62%
-3.58%
28.38%
8.76%
24.89%
-9.22%
iShares Russell Mid-Cap Index Inv A
--
--
--
--
13.52%
18.05%
-9.20%
29.97%
16.77%
22.18%
-11.87%
Ave Maria Value
13.34%
26.24%
2.86%
-17.68%
16.44%
17.73%
-8.75%
20.52%
6.16%
25.15%
1.93%
Paradigm Select
9.07%
28.83%
7.86%
-1.26%
15.98%
16.12%
-9.93%
38.32%
26.05%
31.16%
-19.27%
As of May 27, 2022.

Periodic Total Returns Versus Peers

Loading chart...
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Boston Trust Midcap
0.27%
-2.41%
-4.00%
1.40%
11.66%
11.40%
11.82%
--
--
9.70%
S&P 500 Total Return
-0.43%
-4.79%
-8.81%
0.41%
15.66%
13.49%
14.41%
9.16%
9.10%
10.16%
Boston Trust Walden Midcap
0.09%
-2.65%
-3.92%
1.30%
11.59%
11.33%
11.65%
--
--
11.29%
iShares Russell Mid-Cap Index Inv A
-0.08%
-4.33%
-10.09%
-5.77%
12.18%
10.36%
--
--
--
9.32%
Ave Maria Value
6.11%
6.39%
5.49%
4.85%
12.53%
11.12%
8.81%
5.55%
7.17%
7.49%
Paradigm Select
2.74%
-9.63%
-14.30%
-9.56%
17.98%
12.79%
12.43%
8.82%
--
10.01%
As of May 27, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
View Upside/Downside Capture Ratio. Upgrade now.
Name
1Y
3Y
5Y
10Y
15Y
Upside
--
--
--
--
--
Downside
--
--
--
--
--
Capture Ratio
--
--
--
--
--
As of April 30, 2022