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BTSMX: BOSTON TRUST SMID CAP FUND BOSTON TRUST SMID CAP FUND (MUTUAL FUND)
Basic Info 25.03 0.15(0.60%) July 08
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (11%) |
| Start Date: | 12/06/2011 |
| Last Dividend Date: | 12/12/2024 |
| 12-Mo. Yield | 0.91% |
| Expenses | 0.75% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/06/2011 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.7 | 0.5 | 9.0 | 8.1 | 10.7 | 22.8 | 20.2 | 8.8 | 13.0 | -14.7 | 27.4 | 8.1 | 324.7 | -5.6 | 18.4 | 20.2 | -2.5 | 4.1 | 30.7 | 11.0 | -1.0 |
| Sharpe Ratio | NA | -0.05 | 0.32 | 0.29 | 0.5 | 0.85 | 0.84 | 0.16 | 0.59 | -0.71 | 1.95 | 0.22 | 5.93 | -0.45 | 1.91 | 1.28 | -0.17 | 0.3 | 2.3 | 0.71 | -0.54 |
| Draw Down(%) | NA | 16.8 | 21.3 | 21.3 | 22.7 | 38.0 | 38.0 | 9.2 | 13.1 | 21.3 | 6.9 | 38.0 | 7.0 | 20.1 | 5.3 | 9.7 | 12.6 | 11.4 | 5.3 | 12.6 | 5.5 |
| Standard Deviation(%) | NA | 21.3 | 18.5 | 17.3 | 17.3 | 25.3 | 22.9 | 13.7 | 15.0 | 22.8 | 14.1 | 36.1 | 54.5 | 15.3 | 9.4 | 15.6 | 15.0 | 13.9 | 13.3 | 15.6 | 25.7 |
| Treynor Ratio | NA | -0.02 | 0.09 | 0.07 | 0.14 | 0.29 | 0.26 | 0.03 | 0.13 | -0.26 | 0.56 | 0.09 | 5.82 | -0.09 | 0.22 | 0.24 | -0.03 | 0.05 | 0.35 | 0.13 | -0.19 |
| Alpha | NA | 0.0 | 0.0 | -0.01 | 0.02 | 0.06 | 0.05 | -0.01 | -0.01 | 0.02 | 0.09 | -0.08 | 0.57 | -0.01 | 0.0 | 0.04 | 0.0 | 0.0 | -0.01 | -0.01 | 0.01 |
| Beta | NA | 0.65 | 0.65 | 0.67 | 0.62 | 0.73 | 0.75 | 0.65 | 0.71 | 0.62 | 0.49 | 0.89 | 0.56 | 0.74 | 0.8 | 0.85 | 0.9 | 0.85 | 0.89 | 0.87 | 0.73 |
| RSquared | NA | 0.78 | 0.78 | 0.81 | 0.73 | 0.39 | 0.43 | 0.78 | 0.84 | 0.81 | 0.53 | 0.88 | 0.02 | 0.87 | 0.78 | 0.89 | 0.92 | 0.92 | 0.93 | 0.92 | 0.69 |
| Yield(%) | N/A | 0.0 | 0.9 | 0.9 | 1.1 | 15.8 | N/A | 0.9 | 0.8 | 0.9 | 1.0 | 0.7 | 124.7 | 1.8 | 1.2 | 7.3 | 6.7 | 5.7 | 8.4 | 1.3 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 29.4 | -38.0 | -95.6 | N/A | N/A | 29.4 | -21.3 | 11.9 | 49.2 | -99.3 | 6242.2 | 70.8 | -80.5 | -1.9 | 16.0 | -20.5 | 608.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/06/2011
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