Boston Trust Walden Balanced Fund (WSBFX)

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The chart shows the growth of an initial investment of $10,000 in Boston Trust Walden Balanced 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 Balanced Fund (WSBFX) has returned -3.68% so far this year and 8.36% over the past 12 months. Over the last ten years, WSBFX has returned 7.72% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jun 18, 1999, WSBFX's average daily return is +0.03%, while the average monthly return is +0.51%. At this rate, your investment would double in approximately 11.4 years.

Historically, 64% of months were positive and 36% were negative. The best month was Mar 2000 with a return of +7.8%, while the worst month was Oct 2008 at -11.9%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.

On a daily basis, WSBFX closed higher 51% of trading days. The best single day was Dec 12, 2023 with a return of +8.1%, while the worst single day was Mar 16, 2020 at -7.9%.

Boston Trust Walden Balanced Fund has an annualized alpha of 1.99%, beta of 0.58, and R² of 0.90 versus S&P 500 Index. Calculated based on daily prices since June 21, 1999.

• This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (62.77%) than losses (62.30%) — typical of diversified or defensive assets.
• Beta of 0.58 indicates this fund moves significantly less than S&P 500 Index — a genuinely defensive profile with reduced participation in both market rallies and downturns.

WSBFX has a high expense ratio of 1.00%, indicating above-average management fees.

WSBFX ranks 40 for risk / return — below 40% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

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

Boston Trust Walden Balanced Fund provided a 8.28% dividend yield over the last twelve months, with an annual payout of $1.82 per share.

The table displays the monthly dividend distributions for Boston Trust Walden Balanced 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 Balanced 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 Balanced Fund was 32.01%, occurring on Mar 9, 2009. Recovery took 469 trading sessions.

The current Boston Trust Walden Balanced Fund drawdown is 6.31%.

The chart below shows the rolling one-month volatility.