Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BTSMX (BOSTON TRUST SMID CAP FUND BOSTON TRUST SMID CAP FUND) | -0.40% | 1.77% | 8.14% | 9.77% | 22.74% | NA | NA | 21.05% |
Data as of 07/18/2025, AR inception is 12/06/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BTSMX (BOSTON TRUST SMID CAP FUND BOSTON TRUST SMID CAP FUND) | 12/06/2011 | 07/18/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.48 | 1.77 | 8.14 | 9.77 | 22.74 | NA | NA | 21.05 | -0.40 | 8.78 | 13.04 | -14.65 | 27.44 | 8.14 | 324.71 | -5.62 | 18.39 | 20.16 | -2.46 | 4.14 | 30.67 | 10.98 | -0.99 |
| Sharpe Ratio | NA | -0.08 | 0.28 | 0.44 | 0.84 | NA | NA | 0.83 | -0.18 | 0.16 | 0.59 | -0.71 | 1.95 | 0.22 | 5.93 | -0.45 | 1.91 | 1.28 | -0.17 | 0.30 | 2.30 | 0.71 | -0.54 |
| Standard Deviation(%) | NA | 18.29 | 17.27 | 17.24 | 25.32 | NA | NA | 22.91 | 20.88 | 13.72 | 14.99 | 22.80 | 14.08 | 36.07 | 54.53 | 15.33 | 9.35 | 15.63 | 14.96 | 13.87 | 13.29 | 15.60 | 25.66 |
| Draw Down(%) | NA | 21.28 | 21.28 | 22.70 | 38.04 | NA | NA | 38.04 | 16.80 | 9.15 | 13.05 | 21.30 | 6.95 | 38.04 | 7.02 | 20.05 | 5.30 | 9.73 | 12.57 | 11.39 | 5.30 | 12.64 | 5.46 |
| Yield(%) | 0.00 | 0.86 | 0.96 | 1.10 | 15.63 | 15.21 | 11.41 | 17.55 | 0.00 | 0.92 | 0.79 | 0.86 | 0.97 | 0.69 | 124.74 | 1.79 | 1.23 | 7.33 | 6.71 | 5.72 | 8.44 | 1.33 | 0.00 |
Data as of 07/18/2025, AR inception is 12/06/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTSMX (BOSTON TRUST SMID CAP FUND BOSTON TRUST SMID CAP FUND) |
1.62%
Dec 2021 - Dec 2024 |
6.40%
Dec 2013 - Dec 2018 |
21.07%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTSMX (BOSTON TRUST SMID CAP FUND BOSTON TRUST SMID CAP FUND) |
80.21%
Dec 2018 - Dec 2021 |
48.15%
Oct 2016 - Oct 2021 |
26.30%
Jan 2012 - Jan 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart