Nasdaq - Delayed Quote USD

Boston Trust Asset Management (BTBFX)

67.45 +0.21 (+0.31%)
At close: 6:26:33 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 14.33%
5y Average Return 8.29%
Number of Years Up 22
Number of Years Down 6
Best 1Y Total Return (Dec 10, 2024) 25.81%
Worst 1Y Total Return (Dec 10, 2024) --
Best 3Y Total Return 25.81%
Worst 3Y Total Return 3.84%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BTBFX
Category
YTD
14.39%
11.35%
1-Month
4.12%
0.99%
3-Month
4.41%
5.92%
1-Year
18.10%
32.83%
3-Year
5.10%
11.75%
5-Year
8.31%
11.53%
10-Year
8.71%
8.98%
Last Bull Market
14.86%
17.67%
Last Bear Market
-12.40%
-15.71%

Annual Total Return (%) History

Year
BTBFX
Category
2024
--
--
2023
13.72%
--
2022
-14.65%
--
2021
21.65%
--
2020
7.83%
13.51%
2019
25.81%
21.35%
2018
-1.61%
-7.93%
2017
16.23%
15.80%

2016
9.59%
7.93%
2015
0.29%
-2.77%
2014
8.88%
5.71%
2013
20.44%
21.31%
2012
10.04%
13.42%
2011
3.61%
-3.80%
2010
12.49%
13.49%
2009
13.32%
29.37%
2008
-17.76%
-34.34%
2007
12.73%
7.43%
2006
10.14%
13.07%
2005
-0.02%
7.35%
2004
10.46%
10.93%
2003
14.96%
25.10%
2002
-1.33%
-14.51%
2001
-1.55%
-9.67%
2000
0.37%
-1.68%
1999
4.57%
20.12%
1998
19.28%
10.44%
1997
27.05%
18.36%
1996
14.42%
18.35%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.02% 0.68% 5.18% --
2023 4.48% 4.32% -2.70% 7.22%
2022 -5.47% -12.40% -4.24% 7.65%
2021 2.75% 7.35% 0.42% 9.83%
2020 -15.19% 10.17% 6.44% 8.42%
2019 10.75% 3.85% 2.67% 6.53%
2018 -1.26% 1.86% 7.21% -8.75%
2017 3.70% 3.34% 2.46% 5.85%
2016 3.20% 2.66% 1.90% 1.50%
2015 -0.14% -1.10% -2.61% 4.28%

2014 0.48% 3.20% -0.17% 5.19%
2013 6.97% 0.69% 3.91% 7.61%
2012 8.22% -1.96% 4.08% -0.35%
2011 3.48% 1.68% -9.19% 8.44%
2010 4.25% -6.80% 7.29% 7.90%
2009 -5.55% 6.60% 8.56% 3.67%
2008 -4.48% -1.95% -2.86% -9.61%
2007 1.53% 4.85% 5.11% 0.74%
2006 2.61% -0.69% 3.70% 4.22%
2005 -2.28% -0.56% 1.15% 1.70%
2004 1.88% 2.53% -0.74% 6.53%
2003 -1.25% 6.24% 1.95% 7.49%
2002 2.73% -3.21% -3.31% 2.62%
2001 -5.28% 2.06% -3.20% 5.21%
2000 0.07% -0.24% -0.76% 1.31%
1999 0.07% 4.64% -5.06% 5.19%
1998 11.30% 2.64% -6.13% 11.23%
1997 1.63% 11.95% 5.70% 5.65%
1996 1.40% 2.39% 3.47% 6.52%

Rank in Category (By Total Return)

YTD 81
1-Month 43
3-Month 31
1-Year 91
3-Year 66
5-Year 66

Load Adjusted Returns

1-Year 18.10%
3-Year 5.10%
5-Year 8.31%
10-Year 8.71%

Performance & Risk

YTD Return 14.33%
5y Average Return 8.29%
Rank in Category (ytd) 81
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Allocation--70% to 85% Equity
Fund Family Boston Trust Walden Funds
Net Assets 608.9M
YTD Return 14.39%
Yield 1.13%
Morningstar Rating
Inception Date Dec 01, 1995

Fund Summary

The fund will invest in a diversified portfolio of stocks, bonds and money market instruments, with at least 20% of the fund's assets invested in each of the following categories: (i) domestic and foreign equity securities, such as common stock and (ii) fixed-income securities, such as U.S. government and agency securities, corporate bonds, money market funds, and cash.

Related Tickers

BPTIX Baron Partners Institutional
231.75
+10.08%
 
BPTRX Baron Partners Retail
222.04
+10.08%
 
BFGFX Baron Focused Growth Fund
48.89
+6.63%
 
BFGIX Baron Focused Growth Fund
51.21
+6.62%
 
BFGUX Baron Focused Growth Fund
51.25
+6.62%
 
RYVLX Rydex NASDAQ-100 2x Strategy A
626.34
+3.68%
 
RYVYX Rydex NASDAQ-100 2x Strategy H
626.14
+3.68%
 
RYCCX Rydex NASDAQ-100 2x Strategy C
450.12
+3.67%
 
UOPIX ProFunds UltraNASDAQ-100 Fund
123.55
+3.65%
 
UOPSX ProFunds UltraNASDAQ-100 Fund
85.05
+3.64%
 
QSTFX Quantified STF Investor
19.41
+3.52%
 
QSTAX Quantified STF Advisor
18.33
+3.50%
 
BIOUX Baron Opportunity Fund
54.56
+3.45%
 
BIOIX Baron Opportunity Fund
54.50
+3.44%
 
BIOPX Baron Opportunity Fund
51.05
+3.42%
 
INPIX ProFunds Internet UltraSector Inv
60.49
+3.08%
 
INPSX ProFunds Internet UltraSector Svc
38.52
+3.08%
 
FELCX Fidelity Advisor Semiconductors C
70.31
+3.06%
 
FIKGX Fidelity Advisor Semiconductors Z
95.96
+3.06%
 
FELIX Fidelity Advisor Semiconductors I
95.68
+3.06%
 
FELAX Fidelity Advisor Semiconductors A
88.32
+3.06%
 
FELTX Fidelity Advisor Semiconductors M
82.32
+3.05%
 
FEGIX First Eagle Gold I
29.19
+2.85%
 
FEURX First Eagle Gold R6
29.26
+2.85%
 
SGGDX First Eagle Gold A
28.19
+2.85%
 
FSELX Fidelity Select Semiconductors
35.42
+2.85%
 
FEGOX First Eagle Gold C
25.41
+2.83%
 
CYPSX ProFunds Consumer Disctnry Ultra Sec Svc
64.24
+2.67%
 
CYPIX ProFunds Consumer Disctnry Ultra Sec Inv
80.79
+2.67%
 
INIIX VanEck International Investors Gold I
17.43
+2.65%
 
RYSIX Rydex Electronics Inv
431.03
+2.58%
 
RYELX Rydex Electronics A
391.37
+2.58%
 
RYSAX Rydex Electronics H
379.21
+2.58%
 
RYSCX Rydex Electronics C
329.74
+2.58%
 
ACFCX American Century Focused Dynamic Gr R
69.18
+2.52%
 
ACFOX American Century Focused Dynamic Gr Inv
72.85
+2.52%
 
ACFSX American Century Focused Dynamic Gr I
74.22
+2.51%
 
ACFDX American Century Focused Dynamic Gr A
71.00
+2.51%
 
FBMPX Fidelity Select Communication Services Portfolio
120.03
+2.50%
 
FGDMX Fidelity Advisor Communication ServicesA
118.12
+2.50%
 
FGHMX Fidelity Advisor Communication ServicesC
113.35
+2.50%
 
FGEMX Fidelity Advisor Communication ServicesM
116.64
+2.50%
 
FGJMX Fidelity Advisor Communication ServicesI
119.98
+2.49%
 
FGKMX Fidelity Advisor Communication ServicesZ
120.85
+2.49%
 
LGLFX Lord Abbett Growth Leaders Fund
51.19
+2.40%
 
LGLIX Lord Abbett Growth Leaders Fund
51.65
+2.40%
 
LGLAX Lord Abbett Growth Leaders Fund
49.12
+2.40%
 
LGLQX Lord Abbett Growth Leaders Fund
47.01
+2.40%
 
LGLRX Lord Abbett Growth Leaders Fund
47.11
+2.37%
 
WIREX Wireless
20.15
+2.34%
 
PGKAX PGIM Jennison Technology A
28.50
+2.19%
 
PGKZX Prudential Investment Portfolios 12 - PGIM Jennison Technology Fund
28.99
+2.19%
 
PGKRX PGIM Jennison Technology R6
29.05
+2.18%
 
BSTSX BlackRock Technology Opportunities Svc
69.85
+2.16%
 
BGSAX BlackRock Technology Opportunities Fund
68.07
+2.16%
 
BTEKX BlackRock Technology Opportunities K
75.77
+2.16%
 
PGKCX PGIM Jennison Technology C
27.06
+2.15%
 
BGSRX BlackRock Technology Opportunities Fund
67.92
+2.15%
 
BGSIX BlackRock Technology Opportunities Fund
75.52
+2.15%
 
LSGRX Loomis Sayles Growth Y
32.75
+2.12%
 
LGRRX Loomis Sayles Growth Fund
29.39
+2.12%
 
LGRNX Loomis Sayles Growth Fund
32.85
+2.11%
 
LGRCX Loomis Sayles Growth Fund
24.38
+2.09%
 
FZAHX Fidelity Advisor Growth Opps Z
209.51
+2.06%
 
FAGCX Fidelity Advisor Growth Opps I
206.33
+2.06%
 
FAGAX Fidelity Advisor Growth Opps A
185.56
+2.06%
 
FAGOX Fidelity Advisor Growth Opps M
181.82
+2.05%
 
FACGX Fidelity Advisor Growth Opps C
147.71
+2.05%
 
FTRNX Fidelity Trend
219.22
+2.04%
 
CTCAX Columbia Global Technology Growth A
89.57
+2.03%
 
CTHCX Columbia Global Technology Growth C
76.19
+2.02%
 
CGTUX Columbia Global Technology Growth Inst3
97.62
+2.02%
 
CTHRX Columbia Global Technology Growth Inst2
97.13
+2.02%
 
CGTDX Columbia Global Technology Growth S
94.74
+2.01%
 
CMTFX Columbia Global Technology Growth Inst
94.74
+2.01%
 
CMGIX BlackRock Mid-Cap Growth Equity Instl
46.31
+2.00%
 
ALAFX Alger Focus Equity A
81.83
+1.99%
 
CCOYX Columbia Seligman Technology and Information Fund
151.72
+1.99%
 
SCICX Columbia Seligman Tech & Info C
47.19
+1.99%
 
ALGYX Alger Focus Equity Y
85.69
+1.99%
 
ALZFX Alger Focus Equity Z
85.36
+1.98%
 
SCMIX Columbia Seligman Tech & Info Inst2
153.76
+1.98%
 
CCIZX Columbia Seligman Tech & Info Inst
152.35
+1.98%
 
CCIFX Columbia Seligman Technology And Info S
152.35
+1.98%
 
SCIRX Columbia Seligman Tech & Info R
114.28
+1.98%
 
SLMCX Columbia Seligman Tech & Info A
127.83
+1.98%
 
ALGRX Alger Focus Equity I
82.52
+1.98%
 
ALCFX Alger Focus Equity C
73.35
+1.97%
 
SHGTX Columbia Seligman Global Tech A
74.65
+1.95%
 
CSGZX Columbia Seligman Global Tech Inst
77.87
+1.95%
 
CGTYX Columbia Seligman Global Tech Inst3
78.01
+1.95%
 
SHTCX Columbia Seligman Global Tech C
41.45
+1.94%
 
SGTTX Columbia Seligman Global Tech Inst2
78.75
+1.94%
 
KTCIX DWS Science and Technology Inst
51.99
+1.94%
 
KTCAX DWS Science and Technology A
44.14
+1.94%
 
CSGAX Columbia Seligman Global Technology S
77.87
+1.94%
 
KTCSX DWS Science and Technology S
45.79
+1.94%
 
SGTRX Columbia Seligman Global Tech R
68.95
+1.94%
 
KTCCX DWS Science and Technology C
17.97
+1.93%
 
NWADX Nationwide Loomis All Cap Gr Eagle
22.00
+1.90%