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BTSMX: BOSTON TRUST SMID CAP FUND BOSTON TRUST SMID CAP FUND (MUTUAL FUND)
Basic Info 24.93 0.2(0.81%) January 14
| 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 01/10/2025)
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(%) | 0.5 | 0.1 | 10.3 | 3.4 | 8.7 | 23.9 | 21.4 | 8.5 | 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 | -3.74 | 0.14 | -0.07 | 0.27 | 0.89 | 0.87 | 0.14 | 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 | 1.8 | 11.2 | 19.8 | 38.0 | 38.0 | 38.0 | 9.8 | 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 | 12.8 | 13.7 | 17.6 | 21.9 | 24.9 | 22.9 | 13.9 | 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 | -1.02 | 0.03 | -0.02 | 0.08 | 0.3 | 0.27 | 0.03 | 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 | -0.39 | -0.03 | 0.0 | 0.01 | 0.06 | 0.05 | -0.02 | -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 | 0.47 | 0.65 | 0.65 | 0.72 | 0.73 | 0.75 | 0.65 | 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 | 0.35 | 0.75 | 0.82 | 0.8 | 0.38 | 0.42 | 0.77 | 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 | 0.0 | 1.5 | 2.1 | 17.4 | N/A | 0.0 | 0.9 | 3.5 | 3.9 | 0.8 | 124.7 | 1.8 | 1.2 | 7.3 | 6.7 | 5.7 | 8.4 | 1.3 | 0.0 |
| Dividend Growth(%) | N/A | N/A | -100.0 | -93.3 | -90.5 | N/A | N/A | -100.0 | -78.6 | 15.6 | 399.3 | -99.2 | 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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