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Boston Trust Walden Midcap Fund: (MF: WAMFX)
(NASDAQ Mutual Funds) As of May 16, 2025 08:00 PM ET
$23.34 USD
+0.26 (1.13%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -3.70 | 27 |
| 3 months | -6.43 | 19 |
| 6 months | -2.93 | 52 |
| 1 Year | 4.81 | 68 |
| 3 Year | 6.67 | 68 |
| 5 Year | 11.66 | 71 |
| 10 Year | 9.02 | 56 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 0.98 |
| 5 Year | 14.64 |
| 10 Year | 9.24 |
| Since Inception | 10.84 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -1.22 | NA | NA | NA |
| 2024 | 8.00 | -5.38 | 8.97 | -0.84 |
| 2023 | 4.28 | 2.51 | -3.96 | 10.95 |
| 2022 | -4.77 | -12.94 | -4.27 | 12.28 |
| 2021 | 6.90 | 4.69 | -0.36 | 12.01 |
| 2020 | -24.05 | 17.31 | 5.75 | 15.41 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -3.70 | 10.41 | 13.92 | -10.89 | 24.91 | 8.75 | 28.38 | -3.62 | 19.62 | 12.17 | -0.42 |
| % Total Return Rel to Index | 1.21 | -14.61 | -12.32 | 7.30 | -3.77 | -9.65 | -3.10 | 0.77 | -2.17 | 0.23 | -1.81 |
| % Total Return Rel to Peer | 1.77 | -8.98 | -9.07 | 8.80 | 2.85 | -11.16 | -0.03 | 3.23 | -1.05 | 4.35 | 1.17 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 2.00 | 3.00 | 4.00 | 4.00 | 2.00 | 4.00 | 2.00 | 3.00 |
| % Dividends | 0.00 | 0.12 | 0.11 | 0.09 | 0.09 | 0.09 | 0.10 | 0.09 | 0.07 | 0.11 | 0.08 |
| % Yield | 0.00 | 0.49 | 0.52 | 0.41 | 0.36 | 0.41 | 0.47 | 0.54 | 0.41 | 0.72 | 0.53 |
| Capital Gains ($) | 0.00 | 0.68 | 0.93 | 1.01 | 1.04 | 0.54 | 1.15 | 1.00 | 0.50 | 0.64 | 0.69 |
| Expense Ratio | 0.00 | 1.00 | 0.98 | 1.00 | 0.99 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 |
* 1 = Top 20%, 5 = Bottom 20%