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Boston Trust Equity (BTEFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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43.09+0.33 (+0.77%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.01%
5-year average return12.10%
Number of years up16
Number of years down4
Best 1-yr total return (30 June 2024)31.74%
Worst 1-yr total return (30 June 2024)N/A
Best 3-yr total return31.74%
Worst 3-yr total return6.53%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBTEFXCategory
YTD5.38%5.31%
1-month3.44%-4.19%
3-month1.27%3.90%
1-year17.36%20.31%
3-year6.87%6.48%
5-year13.34%11.78%
10-year11.14%10.96%
Last bull market18.31%25.56%
Last bear market-14.52%-15.11%

Annual total return (%) history

Year
BTEFXCategory
2024
N/AN/A
2023
17.29%22.32%
2022
-14.16%-16.96%
2021
29.77%26.07%
2020
14.53%15.83%
2019
31.74%28.78%
2018
-2.55%-6.27%
2017
20.67%20.44%
2016
12.01%10.37%
2015
-1.33%-1.07%
2014
9.38%10.96%
2013
28.19%31.50%
2012
12.27%14.96%
2011
1.61%-1.27%
2010
16.73%14.01%
2009
22.45%28.17%
2008
-30.90%-37.79%
2007
13.47%6.16%
2006
12.03%14.17%
2005
0.17%5.88%
2004
11.93%10.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.56%N/AN/AN/A
20234.80%6.45%-3.06%8.45%
2022-5.03%-14.52%-4.68%10.93%
20215.29%9.01%0.56%12.44%
2020-20.00%15.69%9.73%12.78%
201913.03%4.65%2.88%8.26%
2018-1.40%2.10%9.08%-11.26%
20174.53%3.71%3.17%7.89%
20162.93%2.84%2.32%3.42%
2015-1.01%-1.06%-3.86%4.79%
20140.25%3.81%-0.64%5.77%
20139.06%2.14%4.71%9.90%
201211.56%-3.67%4.88%-0.38%
20114.48%1.73%-14.21%11.44%
20105.61%-10.86%10.49%12.22%
2009-10.90%14.14%13.39%6.19%
2008-8.48%-2.43%-5.06%-18.50%
20071.23%6.23%5.65%-0.12%
20063.86%-1.45%4.09%5.15%
2005-2.06%-1.18%1.62%1.86%
20041.18%4.20%-1.89%8.21%

Rank in category (by total return)

YTD89
1-month77
3-month86
1-year91
3-year71
5-year72

Load adjusted returns

1-year17.36%
3-year6.87%
5-year13.34%
10-year11.14%