Boston Trust Walden International Equity Fund (WIEFX)

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The chart shows the growth of an initial investment of $10,000 in Boston Trust Walden International 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.

Boston Trust Walden International Equity Fund (WIEFX) has returned -2.50% so far this year and 5.83% over the past 12 months. Over the last ten years, WIEFX has returned 6.72% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jan 4, 2016, WIEFX's average daily return is +0.03%, while the average monthly return is +0.61%. At this rate, your investment would double in approximately 9.5 years.

Historically, 59% of months were positive and 41% were negative. The best month was Nov 2022 with a return of +11.8%, while the worst month was Mar 2020 at -11.4%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 4 months.

On a daily basis, WIEFX closed higher 50% of trading days. The best single day was Mar 24, 2020 with a return of +6.5%, while the worst single day was Mar 12, 2020 at -10.4%.

Boston Trust Walden International Equity Fund has an annualized alpha of -0.77%, beta of 0.64, and R² of 0.61 versus S&P 500 Index. Calculated based on daily prices since January 05, 2016.

• This fund participated in 80.94% of S&P 500 Index downside but only 64.22% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.64 indicates this fund moves significantly less than S&P 500 Index — a genuinely defensive profile with reduced participation in both market rallies and downturns.

WIEFX has a high expense ratio of 0.94%, indicating above-average management fees.

WIEFX ranks 14 for risk / return — in the bottom 14% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for Boston Trust Walden International Equity Fund (WIEFX) and compare them to a chosen benchmark (S&P 500 Index).

Boston Trust Walden International Equity Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.

The table displays the monthly dividend distributions for Boston Trust Walden International Equity Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the Boston Trust Walden International 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 Walden International Equity Fund was 29.65%, occurring on Mar 23, 2020. Recovery took 162 trading sessions.

The current Boston Trust Walden International Equity Fund drawdown is 8.39%.

The chart below shows the rolling one-month volatility.