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Boston Trust Midcap Fund: (MF: BTMFX)
(NASDAQ Mutual Funds) As of May 17, 2024 08:00 PM ET
$24.39 USD
-0.02 (-0.08%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 1.69 | 83 |
| 3 months | 3.22 | 66 |
| 6 months | 16.74 | 84 |
| 1 Year | 10.81 | 87 |
| 3 Year | 4.74 | 50 |
| 5 Year | 8.54 | 73 |
| 10 Year | 9.85 | 52 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 707.89 |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 17.66 |
| 5 Year | 10.81 |
| 10 Year | 10.41 |
| Since Inception | 0.07 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 8.18 | NA | NA | NA |
| 2023 | 3.95 | 2.21 | -3.67 | 10.46 |
| 2022 | -4.96 | -12.73 | -4.29 | 12.22 |
| 2021 | 6.70 | 4.77 | -0.21 | 11.87 |
| 2020 | -24.24 | 17.48 | 5.80 | 15.51 |
| 2019 | 13.81 | 5.23 | 1.27 | 5.99 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 1.69 | 13.05 | -10.92 | 24.81 | 8.77 | 28.56 | -3.40 | 20.01 | 12.14 | -0.26 | 11.58 |
| % Total Return Rel to Index | -4.35 | -13.18 | 7.27 | -3.87 | -9.62 | -2.92 | 0.98 | -1.78 | 0.20 | -1.65 | -2.05 |
| % Total Return Rel to Peer | -3.14 | -9.94 | 8.77 | 2.75 | -11.13 | 0.14 | 3.45 | -0.66 | 4.32 | 1.33 | 3.38 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 2.00 | 3.00 | 4.00 | 4.00 | 2.00 | 3.00 | 2.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.10 | 0.09 | 0.09 | 0.12 | 0.09 | 0.08 | 0.08 | 0.13 | 0.08 | 0.05 |
| % Yield | 0.00 | 0.42 | 0.41 | 0.35 | 0.56 | 0.42 | 0.47 | 0.42 | 0.77 | 0.52 | 0.31 |
| Capital Gains ($) | 0.00 | 0.91 | 0.91 | 1.13 | 0.12 | 0.63 | 0.85 | 1.06 | 0.95 | 0.88 | 0.72 |
| Expense Ratio | 0.00 | 0.57 | 1.00 | 1.00 | 1.00 | 1.00 | 0.98 | 1.00 | 1.00 | 1.00 | 1.00 |
* 1 = Top 20%, 5 = Bottom 20%