Boston Trust Midcap Fund: (MF: BTMFX)
(NASDAQ Mutual Funds) As of Jul 12, 2024 08:00 PM ET
$24.27 USD
+0.25 (1.04%)
Latest Performance as of Jun 30, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 2.74 | 87 |
3 months | -5.02 | 90 |
6 months | 2.74 | 87 |
1 Year | 9.32 | 85 |
3 Year | 4.92 | 59 |
5 Year | 8.56 | 78 |
10 Year | 9.55 | 54 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | NA |
Bull Market (2/09 - 3/21) | 667.27 |
Load Adjusted Returns as of Jun 30, 2024
1 Year | 9.32 |
5 Year | 8.56 |
10 Year | 9.55 |
Since Inception | 0.07 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 8.18 | -5.02 | NA | NA |
2023 | 3.95 | 2.21 | -3.67 | 10.46 |
2022 | -4.96 | -12.73 | -4.29 | 12.22 |
2021 | 6.70 | 4.77 | -0.21 | 11.87 |
2020 | -24.24 | 17.48 | 5.80 | 15.51 |
2019 | 13.81 | 5.23 | 1.27 | 5.99 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 2.74 | 13.05 | -10.92 | 24.81 | 8.77 | 28.56 | -3.40 | 20.01 | 12.14 | -0.26 | 11.58 |
% Total Return Rel to Index | -12.56 | -13.18 | 7.27 | -3.87 | -9.62 | -2.92 | 0.98 | -1.78 | 0.20 | -1.65 | -2.05 |
% Total Return Rel to Peer | -7.92 | -9.94 | 8.77 | 2.75 | -11.13 | 0.14 | 3.45 | -0.66 | 4.32 | 1.33 | 3.38 |
% Perf Quintile vs Peer* | 0.00 | 4.00 | 2.00 | 3.00 | 4.00 | 4.00 | 2.00 | 3.00 | 2.00 | 3.00 | 2.00 |
% Dividends | 0.00 | 0.10 | 0.09 | 0.09 | 0.12 | 0.09 | 0.08 | 0.08 | 0.13 | 0.08 | 0.05 |
% Yield | 0.00 | 0.42 | 0.41 | 0.35 | 0.56 | 0.42 | 0.47 | 0.42 | 0.77 | 0.52 | 0.31 |
Capital Gains ($) | 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%