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Boston Trust Walden Midcap (WAMFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.90-0.15 (-0.68%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.91%
5-year average return8.95%
Number of years up9
Number of years down3
Best 1-yr total return (25 June 2024)29.47%
Worst 1-yr total return (25 June 2024)N/A
Best 3-yr total return29.47%
Worst 3-yr total return6.57%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWAMFXCategory
YTD2.89%17.04%
1-month1.42%-0.01%
3-month-0.67%5.47%
1-year18.12%50.44%
3-year5.17%13.15%
5-year10.23%13.75%
10-year9.83%11.35%
Last bull market24.63%25.95%
Last bear market-12.95%-22.55%

Annual total return (%) history

Year
WAMFXCategory
2024
N/AN/A
2023
13.88%N/A
2022
-10.90%N/A
2021
24.89%N/A
2020
8.76%12.39%
2019
28.38%26.21%
2018
-3.58%-11.15%
2017
19.62%15.93%
2016
12.13%14.14%
2015
-0.42%-4.75%
2014
11.11%7.80%
2013
29.47%34.10%
2012
10.35%16.15%
2011
N/A-3.81%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.00%N/AN/AN/A
20234.29%2.52%-3.96%10.92%
2022-4.78%-12.95%-4.27%12.28%
20216.90%4.70%-0.36%11.99%
2020-24.05%17.31%5.76%15.42%
201914.13%4.90%1.02%6.16%
2018-0.35%2.62%7.37%-12.19%
20174.97%3.20%1.98%8.28%
20164.44%2.33%1.88%2.98%
20152.71%-0.13%-5.87%3.14%
20141.66%2.84%-0.07%6.34%
201311.87%1.41%7.52%6.13%
201213.14%-5.04%2.56%0.15%
201112.20%N/AN/AN/A

Rank in category (by total return)

YTD87
1-month94
3-month90
1-year85
3-year29
5-year72

Load adjusted returns

1-year18.12%
3-year5.17%
5-year10.23%
10-year9.83%