Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BTMFX (BOSTON TRUST MIDCAP FUND BOSTON TRUST MIDCAP FUND) | 1.77% | 1.08% | 3.91% | 6.69% | 7.53% | 9.84% | NA | 8.24% |
Data as of 08/01/2025, AR inception 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 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.01 | 1.08 | 3.91 | 6.69 | 7.53 | 9.84 | NA | 8.24 | 1.77 | 6.59 | 8.58 | -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 | 0.17 | 0.17 | 0.33 | 0.37 | NA | NA | 0.36 | 0.31 | 0.00 | 0.31 | -0.72 | 1.37 | 0.23 | 2.20 | -0.31 | 2.62 | 0.89 | -0.02 | 1.02 | 2.49 | 0.75 | 0.03 | 1.71 | 1.26 | -0.97 | -0.53 |
| Standard Deviation(%) | NA | 17.09 | 16.39 | 16.59 | 17.97 | NA | NA | 19.75 | 19.38 | 12.63 | 14.32 | 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 | 20.52 | 20.52 | 22.66 | 37.14 | NA | NA | 50.57 | 15.04 | 9.50 | 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 | 0.60 | 0.52 | 0.62 | 3.30 | 5.18 | 3.65 | 4.30 | 0.00 | 0.64 | 0.49 | 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 08/01/2025, AR inception 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) |
-0.33%
Dec 2021 - Dec 2024 |
4.46%
Nov 2007 - Nov 2012 |
7.17%
Apr 2015 - Apr 2025 |
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 |
13.58%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart