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Boston Trust Equity Fund: (MF: BTEFX)
(NASDAQ Mutual Funds) As of Oct 11, 2024 08:00 PM ET
$45.58 USD
+0.37 (0.82%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 11.76 | 71 |
| 3 months | 6.05 | 49 |
| 6 months | 7.41 | 64 |
| 1 Year | 15.94 | 82 |
| 3 Year | 6.13 | 47 |
| 5 Year | 13.02 | 46 |
| 10 Year | 11.62 | 35 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -43.80 |
| Bull Market (2/09 - 3/21) | 683.16 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 12.57 |
| 5 Year | 12.28 |
| 10 Year | 11.17 |
| Since Inception | 9.46 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 6.55 | 0.49 | NA | NA |
| 2023 | 4.79 | 6.45 | -3.05 | 8.44 |
| 2022 | -5.03 | -14.52 | -4.68 | 10.91 |
| 2021 | 5.29 | 9.01 | 0.55 | 12.45 |
| 2020 | -20.00 | 15.69 | 9.72 | 12.77 |
| 2019 | 13.03 | 4.65 | 2.87 | 8.26 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 11.76 | 17.28 | -14.17 | 29.78 | 14.53 | 31.74 | -2.55 | 20.66 | 12.00 | -1.31 | 9.40 |
| % Total Return Rel to Index | -7.78 | -8.96 | 4.03 | 1.10 | -3.86 | 0.25 | 1.83 | -1.12 | 0.07 | -2.70 | -4.23 |
| % Total Return Rel to Peer | -3.08 | -5.71 | 5.52 | 7.72 | -5.38 | 3.32 | 4.30 | -0.01 | 4.18 | 0.28 | 1.20 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 2.00 | 1.00 | 4.00 | 2.00 | 2.00 | 3.00 | 2.00 | 3.00 | 4.00 |
| % Dividends | 0.00 | 0.25 | 0.24 | 0.19 | 0.27 | 0.23 | 0.22 | 0.23 | 0.19 | 0.24 | 0.18 |
| % Yield | 0.00 | 0.61 | 0.65 | 0.45 | 0.79 | 0.78 | 0.95 | 0.93 | 0.90 | 1.16 | 0.85 |
| Capital Gains ($) | 0.00 | 0.36 | 0.85 | 0.91 | 0.66 | 0.03 | 0.18 | 0.38 | 1.15 | 1.22 | 0.40 |
| Expense Ratio | 0.00 | 0.85 | 0.86 | 0.85 | 0.90 | 0.91 | 0.92 | 0.93 | 0.96 | 0.94 | 0.94 |
* 1 = Top 20%, 5 = Bottom 20%