Boston Trust Walden Midcap (WAMFX)

19.95 +0.11 (+0.55%) USD  |  Mar 27 2023
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WAMFX Performance

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)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of March 27, 2023. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
YTD
Boston Trust Walden Midcap
29.47%
11.11%
-0.42%
12.13%
19.62%
-3.58%
28.38%
8.76%
24.89%
-10.90%
0.66%
S&P 500 Total Return
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
4.03%
Boston Trust Midcap
28.91%
11.61%
-0.26%
12.13%
20.01%
-3.36%
28.59%
8.81%
24.81%
-10.94%
0.33%
iShares Russell Mid-Cap Index Inv A
--
--
--
13.52%
18.05%
-9.20%
29.97%
16.77%
22.18%
-17.48%
-0.08%
Fidelity® Mid Cap Enhanced Index
39.88%
13.08%
-2.42%
13.49%
18.40%
-11.72%
27.35%
15.37%
24.12%
-14.21%
-0.06%
Johnson Opportunity
42.51%
4.37%
-2.39%
17.90%
16.91%
-14.16%
28.63%
7.84%
30.59%
-12.46%
0.11%
As of March 27, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Boston Trust Walden Midcap
-2.97%
0.55%
12.71%
-5.69%
17.39%
8.93%
10.06%
--
--
10.33%
S&P 500 Total Return
0.03%
4.33%
10.03%
-10.94%
17.98%
10.70%
11.92%
9.80%
10.06%
9.80%
Boston Trust Midcap
-3.09%
0.19%
12.29%
-5.90%
17.32%
8.88%
10.14%
9.91%
--
9.04%
iShares Russell Mid-Cap Index Inv A
-5.60%
0.00%
8.81%
-12.65%
17.33%
7.16%
--
--
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7.38%
Fidelity® Mid Cap Enhanced Index
-5.39%
-0.06%
10.24%
-10.42%
19.29%
7.10%
9.71%
9.25%
--
8.34%
Johnson Opportunity
-5.66%
-0.20%
9.54%
-5.09%
19.98%
6.93%
9.11%
8.13%
9.80%
9.12%
As of March 27, 2023. 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
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Downside
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Capture Ratio
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As of February 28, 2023