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Nasdaq - Delayed Quote USD
Boston Trust Equity (BTEFX)
43.25
+0.21
+(0.49%)
At close: 6:48:45 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -3.11% |
| 5y Average Return | 15.56% |
| Number of Years Up | 17 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Mar 31, 2025) | 31.74% |
| Worst 1Y Total Return (Mar 31, 2025) | -- |
| Best 3Y Total Return | 31.74% |
| Worst 3Y Total Return | 4.61% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
BTEFX
Category
- YTD
- 2.19%
- 5.31%
- 1-Month
- -1.71%
- -4.19%
- 3-Month
- -1.81%
- 3.90%
- 1-Year
- 11.67%
- 20.31%
- 3-Year
- 8.38%
- 6.48%
- 5-Year
- 14.09%
- 11.78%
- 10-Year
- 11.47%
- 10.96%
- Last Bull Market
- 16.16%
- 25.56%
- Last Bear Market
- -14.52%
- -15.11%
Annual Total Return (%) History
Year
BTEFX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 6.56% | 0.49% | 6.36% | -0.15% |
| 2023 | 4.80% | 6.45% | -3.06% | 8.45% |
| 2022 | -5.03% | -14.52% | -4.68% | 10.93% |
| 2021 | 5.29% | 9.01% | 0.56% | 12.44% |
| 2020 | -20.00% | 15.69% | 9.73% | 12.78% |
| 2019 | 13.03% | 4.65% | 2.88% | 8.26% |
| 2018 | -1.40% | 2.10% | 9.08% | -11.26% |
| 2017 | 4.53% | 3.71% | 3.17% | 7.89% |
| 2016 | 2.93% | 2.84% | 2.32% | 3.42% |
| 2015 | -1.01% | -1.06% | -3.86% | 4.79% |
| 2014 | 0.25% | 3.81% | -0.64% | 5.77% |
| 2013 | 9.06% | 2.14% | 4.71% | 9.90% |
| 2012 | 11.56% | -3.67% | 4.88% | -0.38% |
| 2011 | 4.48% | 1.73% | -14.21% | 11.44% |
| 2010 | 5.61% | -10.86% | 10.49% | 12.22% |
| 2009 | -10.90% | 14.14% | 13.39% | 6.19% |
| 2008 | -8.48% | -2.43% | -5.06% | -18.50% |
| 2007 | 1.23% | 6.23% | 5.65% | -0.12% |
| 2006 | 3.86% | -1.45% | 4.09% | 5.15% |
| 2005 | -2.06% | -1.18% | 1.62% | 1.86% |
| 2004 | 1.18% | 4.20% | -1.89% | 8.21% |
Rank in Category (By Total Return)
| YTD | 31 |
| 1-Month | 55 |
| 3-Month | 56 |
| 1-Year | 84 |
| 3-Year | 86 |
| 5-Year | 75 |
Load Adjusted Returns
| 1-Year | 11.67% |
| 3-Year | 8.38% |
| 5-Year | 14.09% |
| 10-Year | 11.47% |
Performance & Risk
| YTD Return | -3.11% |
| 5y Average Return | 15.56% |
| Rank in Category (ytd) | 31 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.91 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Blend |
| Fund Family | Boston Trust Walden Funds |
| Net Assets | 251.88M |
| YTD Return | 2.19% |
| Yield | 0.71% |
| Morningstar Rating | |
| Inception Date | Oct 01, 2003 |
Fund Summary
The fund invests, under normal circumstances, at least 80% of its assets in a diversified portfolio of domestic equity securities, such as common stock. The fund may invest in companies of any size, but generally focuses on large capitalization companies. "Assets" means net assets, plus the amount of borrowing for investment purposes.
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