Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BTMFX (BOSTON TRUST MIDCAP FUND BOSTON TRUST MIDCAP FUND) | 2.48% | 6.58% | 9.63% | 3.79% | 8.60% | 9.21% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/08/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BTMFX (BOSTON TRUST MIDCAP FUND BOSTON TRUST MIDCAP FUND) | 10/08/2007 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.29 | 6.58 | 9.63 | 3.79 | 8.60 | 9.21 | NA | … | … | 2.48 | 4.29 | 10.27 | 13.06 | -14.47 | 19.19 | 8.17 | 28.59 | -3.36 | 20.01 | 12.13 | -0.26 | 11.61 | 28.91 | 10.47 | 0.71 | 31.43 | 32.93 | -35.46 | -1.83 |
| Sharpe Ratio | NA | 0.26 | 0.46 | 0.08 | 0.39 | NA | NA | … | … | 0.09 | 0.09 | 0.55 | 0.69 | -0.72 | 1.37 | 0.22 | 2.20 | -0.32 | 2.61 | 0.89 | -0.02 | 1.02 | 2.49 | 0.75 | 0.03 | 1.71 | 1.26 | -0.97 | -0.53 |
| Standard Deviation(%) | NA | 11.81 | 13.69 | 15.95 | 17.59 | NA | NA | … | … | 11.92 | 16.42 | 12.08 | 13.76 | 22.18 | 13.96 | 35.10 | 12.34 | 14.91 | 7.44 | 13.38 | 14.29 | 11.33 | 11.60 | 14.05 | 25.80 | 18.32 | 26.04 | 37.53 | 18.95 |
| Draw Down(%) | NA | 7.79 | 17.77 | 22.66 | 37.14 | NA | NA | … | … | 7.79 | 15.04 | 6.84 | 12.19 | 20.63 | 7.55 | 37.14 | 6.34 | 18.08 | 3.85 | 8.48 | 9.89 | 6.84 | 5.54 | 10.11 | 22.44 | 12.02 | 23.68 | 45.74 | 7.43 |
| Yield(%) | 0.00 | 10.20 | 7.04 | 3.99 | 5.55 | 6.58 | 5.71 | … | … | 0.00 | 10.31 | 4.51 | 4.76 | 0.38 | 0.46 | 0.63 | 4.63 | 5.43 | 7.39 | 7.48 | 6.19 | 5.33 | 3.27 | 3.21 | 3.74 | 2.59 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/08/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTMFX (BOSTON TRUST MIDCAP FUND BOSTON TRUST MIDCAP FUND) |
1.77%
Apr 2021 – Apr 2024 |
3.74%
May 2021 – May 2026 |
7.63%
Oct 2013 – Oct 2023 |
8.33%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTMFX (BOSTON TRUST MIDCAP FUND BOSTON TRUST MIDCAP FUND) |
31.21%
Feb 2009 – Feb 2012 |
24.39%
Feb 2009 – Feb 2014 |
16.94%
Feb 2009 – Feb 2019 |
13.89%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart