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Boston Trust Midcap (BTMFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.24+0.08 (+0.35%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.78%
5-year average return8.60%
Number of years up12
Number of years down4
Best 1-yr total return (17 Apr 2024)33.34%
Worst 1-yr total return (17 Apr 2024)N/A
Best 3-yr total return33.34%
Worst 3-yr total return6.55%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBTMFXCategory
YTD8.18%17.04%
1-month4.50%-0.01%
3-month8.18%5.47%
1-year17.65%50.44%
3-year8.41%13.15%
5-year10.82%13.75%
10-year10.42%11.35%
Last bull market34.14%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)

YTD69
1-month50
3-month69
1-year81
3-year27
5-year56

Load adjusted returns

1-year17.65%
3-year8.41%
5-year10.82%
10-year10.42%