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BTSMX: BOSTON TRUST SMID CAP FUND BOSTON TRUST SMID CAP FUND (MUTUAL FUND)
Basic Info 23.35 0.12(0.52%) April 19
Asset Class: | Small Growth |
MyPlanIQ Rating: | (11%) |
Start Date: | 12/06/2011 |
Last Dividend Date: | 12/12/2023 |
12-Mo. Yield | 0.00% |
Expenses | 0.75% |
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Performance Analytics (As of 04/18/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/06/2011 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -2.0 | 1.2 | 12.5 | 4.8 | 14.1 | 23.7 | 22.1 | 13.1 | -12.0 | 30.4 | 8.3 | 324.7 | -5.6 | 18.4 | 20.2 | -2.5 | 4.1 | 30.7 | 11.0 | -1.0 |
Sharpe Ratio | NA | 0.65 | 0.88 | 0.21 | 0.53 | 0.93 | 0.92 | 0.6 | -0.59 | 2.21 | 0.22 | 5.93 | -0.45 | 1.91 | 1.28 | -0.17 | 0.3 | 2.3 | 0.71 | -0.54 |
Draw Down(%) | NA | 4.6 | 11.6 | 21.5 | 38.0 | 38.0 | 38.0 | 13.1 | 21.3 | 6.5 | 38.0 | 7.0 | 20.1 | 5.3 | 9.7 | 12.6 | 11.4 | 5.3 | 12.6 | 5.5 |
Standard Deviation(%) | NA | 12.9 | 13.5 | 17.4 | 24.0 | 24.9 | 23.3 | 15.0 | 22.7 | 13.8 | 35.8 | 54.5 | 15.3 | 9.4 | 15.6 | 15.0 | 13.9 | 13.3 | 15.6 | 25.7 |
Treynor Ratio | NA | 0.13 | 0.18 | 0.06 | 0.18 | 0.31 | 0.28 | 0.13 | -0.21 | 0.63 | 0.09 | 5.82 | -0.09 | 0.22 | 0.24 | -0.03 | 0.05 | 0.35 | 0.13 | -0.19 |
Alpha | NA | 0.02 | 0.01 | 0.03 | 0.03 | 0.07 | 0.05 | -0.02 | 0.03 | 0.09 | -0.07 | 0.57 | -0.01 | 0.0 | 0.04 | 0.0 | 0.0 | -0.01 | -0.01 | 0.01 |
Beta | NA | 0.63 | 0.67 | 0.63 | 0.73 | 0.74 | 0.76 | 0.71 | 0.63 | 0.48 | 0.89 | 0.56 | 0.74 | 0.8 | 0.85 | 0.9 | 0.85 | 0.89 | 0.87 | 0.73 |
RSquared | NA | 0.82 | 0.83 | 0.78 | 0.63 | 0.38 | 0.42 | 0.84 | 0.83 | 0.52 | 0.89 | 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 | 2.7 | 7.0 | 17.4 | N/A | 0.9 | 3.5 | 3.9 | 0.8 | 124.8 | 1.8 | 1.3 | 7.4 | 6.7 | 5.7 | 8.5 | 1.3 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -78.8 | -90.4 | -64.9 | N/A | N/A | -78.8 | 14.9 | 393.3 | -99.2 | 6137.9 | 70.6 | -80.2 | -2.3 | 17.3 | -21.1 | 630.8 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/06/2011
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