- ISIN
- US1011568672
- Issuer
- Boston Trust Walden
- Inception Date
- Jun 9, 2015
- Category
- Foreign Large Cap Equities
- Min. Investment
- $1,000,000
- Distribution Policy
- Accumulating
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
WIEFX Performance Chart
Boston Trust Walden International Equity Fund (WIEFX) is up 7.0% since the beginning of the year. WIEFX is currently trading at $17 per share. Investors who bought $1,000 worth of WIEFX shares 5 years ago would now be looking at an investment worth $1,371.
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Returns By Period
Boston Trust Walden International Equity Fund (WIEFX) has returned 6.99% so far this year and 8.96% over the past 12 months. Over the last ten years, WIEFX has returned 7.52% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Boston Trust Walden International Equity Fund
- 1D
- 0.53%
- 1M
- 1.18%
- YTD
- 6.99%
- 6M
- 7.26%
- 1Y
- 8.96%
- 3Y*
- 11.04%
- 5Y*
- 6.51%
- 10Y*
- 7.52%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
WIEFX Monthly Returns History
Based on dividend-adjusted daily data since Jan 4, 2016, WIEFX's average daily return is +0.03%, while the average monthly return is +0.67%. At this rate, an investment would double in approximately 8.7 years.
Historically, 60% of months were positive and 40% 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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.31% | 4.03% | -6.28% | 5.32% | 0.42% | 1.42% | 6.99% | ||||||
| 2025 | 4.38% | 0.83% | 0.75% | 4.20% | 3.51% | 1.57% | -4.82% | 3.38% | 2.33% | -0.61% | 0.80% | -1.78% | 15.09% |
| 2024 | 0.52% | 2.89% | 2.74% | -4.49% | 4.63% | -1.33% | 3.77% | 4.32% | 0.79% | -5.22% | 0.83% | -3.59% | 5.31% |
| 2023 | 5.96% | -2.97% | 2.32% | 3.64% | -4.06% | 4.40% | 2.65% | -3.42% | -3.23% | -1.95% | 8.46% | 4.29% | 16.19% |
| 2022 | -4.01% | -2.13% | -0.23% | -5.05% | 0.16% | -7.28% | 5.82% | -6.33% | -7.74% | 4.73% | 11.79% | -1.77% | -13.08% |
| 2021 | -1.06% | 1.32% | 2.19% | 2.86% | 4.09% | -0.67% | 0.75% | 1.78% | -2.99% | 3.60% | -3.70% | 4.89% | 13.42% |
Benchmark Metrics
Boston Trust Walden International Equity Fund has an annualized alpha of -0.81%, beta of 0.65, and R2 of 0.61 versus S&P 500 Index. Calculated based on daily prices since January 04, 2016.
- This fund participated in 78.90% of S&P 500 Index downside but only 62.37% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.65 indicates this fund moves significantly less than S&P 500 Index - a genuinely defensive profile with reduced participation in both market rallies and downturns.
- Alpha
- -0.81%
- Beta
- 0.65
- R²
- 0.61
- Upside Capture
- 62.37%
- Downside Capture
- 78.90%
Expense Ratio
WIEFX has a high expense ratio of 0.94%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
WIEFX ranks 9 for risk / return — in the bottom 9% 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.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Boston Trust Walden International Equity Fund (WIEFX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WIEFX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.42 | ||
| Sortino ratioReturn per unit of downside risk | -1.86 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.37 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | 0.95 | 2.78 | -1.83 |
| Martin ratioReturn relative to average drawdown | 3.08 | 12.44 | -9.36 |
Dividends
Dividend History
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.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.22 | $0.21 | $0.19 | $0.21 | $0.14 | $0.19 | $0.17 | $0.13 | $0.17 |
Dividend yield | 0.00% | 0.00% | 1.59% | 1.59% | 1.59% | 1.57% | 1.12% | 1.66% | 1.69% | 1.17% | 1.80% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $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 | $0.22 | $0.22 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 | $0.21 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.19 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 | $0.21 |
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.
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Worst Drawdowns
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 0.23%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -29.65%Mar 2020 | 1mo 10d | 7mo 22d | 9mo 2dFeb 2020 - Nov 2020 |
Bear market2022 | -25.98%Oct 2022 | 11mo 11d | 1y 2mo | 2y 1moNov 2021 - Dec 2023 |
Rate-hike selloffLate 2018 | -16.57%Dec 2018 | 11mo 3d | 10mo 17d | 1y 9moJan 2018 - Nov 2019 |
2025 selloff2025 | -11.45%Apr 2025 | 6mo 13d | 20d | 7mo 3dSep 2024 - Apr 2025 |
2016 pullback2016 | -9.87%Jun 2016 | 18d | 1mo 19d | 2mo 7dJun 2016 - Aug 2016 |
Drawdown Indicators
| WIEFX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.65% | -56.78% | +27.13% |
Max Drawdown (1Y)Largest decline over 1 year | -8.86% | -9.10% | +0.24% |
Max Drawdown (3Y)Largest decline over 3 years | -11.45% | -18.90% | +7.45% |
Max Drawdown (5Y)Largest decline over 5 years | -25.98% | -25.43% | -0.55% |
Max Drawdown (10Y)Largest decline over 10 years | -29.65% | -33.92% | +4.27% |
Current DrawdownCurrent decline from peak | -0.23% | -1.80% | +1.57% |
Average DrawdownAverage peak-to-trough decline | -4.89% | -10.71% | +5.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.72% | 2.03% | +0.69% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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