Boston Trust Equity Fund (BTEFX)
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.
Fund Info
US1011564044
101156404
Oct 1, 2003
$100,000
Large-Cap
Blend
Expense Ratio
BTEFX features an expense ratio of 0.85%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Boston Trust Equity Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Boston Trust Equity Fund had a return of 3.76% year-to-date (YTD) and 13.24% in the last 12 months. Over the past 10 years, Boston Trust Equity Fund had an annualized return of 9.06%, while the S&P 500 had an annualized return of 11.31%, indicating that Boston Trust Equity Fund did not perform as well as the benchmark.
BTEFX
3.76%
1.66%
5.34%
13.24%
9.61%
9.06%
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
Monthly Returns
The table below presents the monthly returns of BTEFX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.97% | 3.76% | |||||||||||
| 2024 | 1.48% | 2.54% | 2.41% | -4.39% | 3.44% | 1.61% | 2.03% | 2.29% | 1.90% | -1.38% | 5.37% | -5.52% | 11.81% |
| 2023 | 4.31% | -2.41% | 2.95% | 2.81% | -2.25% | 5.93% | 2.90% | -1.51% | -4.34% | -2.32% | 7.25% | 2.58% | 16.21% |
| 2022 | -5.03% | -3.24% | 3.35% | -7.96% | -0.22% | -6.93% | 8.60% | -3.52% | -9.03% | 9.39% | 6.77% | -7.22% | -16.16% |
| 2021 | -2.58% | 3.15% | 4.78% | 6.24% | 0.84% | 1.75% | 3.74% | 2.58% | -5.50% | 7.96% | -1.59% | 3.51% | 26.93% |
| 2020 | -0.81% | -9.31% | -9.78% | 8.42% | 4.12% | 1.03% | 5.59% | 7.44% | -3.29% | -2.03% | 10.95% | 1.68% | 12.24% |
| 2019 | 6.45% | 3.61% | 2.48% | 3.87% | -5.38% | 6.48% | 2.61% | -1.56% | 1.85% | 1.78% | 3.32% | 2.85% | 31.60% |
| 2018 | 5.42% | -3.93% | -2.63% | -0.09% | 1.76% | 0.42% | 4.83% | 2.97% | 1.05% | -5.66% | 3.55% | -9.85% | -3.29% |
| 2017 | 1.10% | 3.79% | -0.38% | 1.62% | 1.78% | 0.28% | 1.06% | 0.41% | 1.67% | 2.89% | 3.85% | -0.63% | 18.76% |
| 2016 | -3.76% | 0.98% | 5.91% | 0.56% | 1.31% | 0.95% | 2.02% | 0.68% | -0.38% | -2.36% | 3.80% | -3.48% | 5.95% |
| 2015 | -4.31% | 5.01% | -1.48% | 0.05% | 0.63% | -1.73% | 2.69% | -5.05% | -1.41% | 6.77% | 0.10% | -7.77% | -7.19% |
| 2014 | -4.49% | 3.90% | 1.03% | 0.51% | 1.92% | 1.34% | -2.84% | 3.23% | -0.93% | 3.06% | 2.44% | -1.69% | 7.33% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BTEFX is 63, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Boston Trust Equity Fund (BTEFX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Boston Trust Equity Fund provided a 0.71% dividend yield over the last twelve months, with an annual payout of $0.33 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.33 | $0.33 | $0.26 | $0.24 | $0.20 | $0.27 | $0.24 | $0.23 | $0.23 | $0.20 | $0.24 | $0.19 |
Dividend yield | 0.71% | 0.74% | 0.64% | 0.69% | 0.48% | 0.83% | 0.81% | 0.99% | 0.98% | 0.99% | 1.27% | 0.90% |
Monthly Dividends
The table displays the monthly dividend distributions for Boston Trust Equity Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.33 | $0.33 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 | $0.26 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 | $0.24 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.20 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.27 | $0.27 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 | $0.24 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.23 | $0.23 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.23 | $0.23 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.20 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 | $0.24 |
| 2014 | $0.19 | $0.19 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Boston Trust Equity Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Boston Trust Equity Fund was 48.73%, occurring on Mar 9, 2009. Recovery took 538 trading sessions.
The current Boston Trust Equity Fund drawdown is 2.11%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -48.73% | Nov 1, 2007 | 338 | Mar 9, 2009 | 538 | Apr 26, 2011 | 876 |
| -32.83% | Feb 20, 2020 | 23 | Mar 23, 2020 | 108 | Aug 25, 2020 | 131 |
| -23.62% | Dec 13, 2021 | 202 | Sep 30, 2022 | 349 | Feb 22, 2024 | 551 |
| -18.58% | Jul 8, 2011 | 61 | Oct 3, 2011 | 91 | Feb 13, 2012 | 152 |
| -18.32% | Sep 24, 2018 | 64 | Dec 24, 2018 | 70 | Apr 5, 2019 | 134 |
Volatility
Volatility Chart
The current Boston Trust Equity Fund volatility is 2.31%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.