Boston Trust Walden Equity Fund (WSEFX)
The fund invests, under normal circumstances, at least 80% of its assets in a diversified portfolio of domestic equity securities, such as common stock. It may invest in companies of any size, but generally focuses on large capitalization companies. The Adviser evaluates financially material environmental, social, and governance (ESG) factors as part of the investment decision-making process for the fund.
Fund Info
US1011561073
101156107
Jun 18, 1999
$100,000
Large-Cap
Blend
Expense Ratio
WSEFX has a high expense ratio of 1.00%, indicating higher-than-average management fees.
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 Walden 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 Walden Equity Fund had a return of 5.66% year-to-date (YTD) and 5.91% in the last 12 months. Over the past 10 years, Boston Trust Walden Equity Fund had an annualized return of 10.22%, while the S&P 500 had an annualized return of 11.06%, indicating that Boston Trust Walden Equity Fund did not perform as well as the benchmark.
WSEFX
5.66%
-5.31%
-0.80%
5.91%
9.11%
10.22%
^GSPC (Benchmark)
24.34%
0.23%
8.53%
24.95%
13.01%
11.06%
Monthly Returns
The table below presents the monthly returns of WSEFX, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.76% | 2.39% | 2.22% | -4.06% | 2.96% | 1.52% | 1.58% | 2.08% | 0.91% | -1.64% | 4.34% | 5.66% | |
| 2023 | 4.17% | -3.30% | 2.73% | 1.95% | -1.85% | 5.85% | 3.75% | -1.75% | -4.68% | -1.74% | 7.34% | 3.56% | 16.31% |
| 2022 | -5.57% | -3.17% | 3.18% | -7.55% | 0.79% | -7.00% | 8.31% | -3.10% | -8.60% | 8.77% | 6.47% | -4.79% | -13.53% |
| 2021 | -2.50% | 3.24% | 4.58% | 5.70% | 0.84% | 2.07% | 3.67% | 2.72% | -5.35% | 7.75% | -2.09% | 5.07% | 27.97% |
| 2020 | -1.02% | -9.20% | -10.38% | 8.54% | 4.58% | 0.66% | 5.34% | 6.55% | -2.45% | -1.87% | 10.36% | 3.88% | 13.34% |
| 2019 | 7.08% | 4.03% | 1.87% | 3.76% | -5.52% | 6.67% | 2.33% | -1.60% | 2.60% | 1.23% | 3.32% | 3.19% | 32.30% |
| 2018 | 5.65% | -3.77% | -2.37% | 0.09% | 1.58% | 0.83% | 4.32% | 3.01% | 1.23% | -5.81% | 3.15% | -9.37% | -2.54% |
| 2017 | 1.38% | 3.88% | -0.40% | 1.62% | 1.40% | 0.54% | 0.93% | -0.39% | 2.19% | 2.95% | 3.79% | 1.25% | 20.78% |
| 2016 | -4.02% | 0.18% | 6.87% | 0.45% | 0.95% | 0.55% | 2.63% | 0.43% | -0.27% | -2.24% | 4.42% | 1.70% | 11.81% |
| 2015 | -4.34% | 5.82% | -1.85% | 0.70% | 0.86% | -1.80% | 2.76% | -5.73% | -1.67% | 7.43% | 0.00% | -1.83% | -0.46% |
| 2014 | -4.22% | 4.00% | 1.51% | 0.22% | 2.14% | 1.50% | -2.49% | 3.20% | -1.00% | 2.55% | 2.33% | 0.20% | 10.06% |
| 2013 | 5.85% | 0.74% | 3.08% | 1.23% | 2.95% | -1.24% | 3.97% | -2.24% | 3.41% | 4.86% | 2.75% | 1.56% | 30.10% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WSEFX is 43, 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 Walden Equity Fund (WSEFX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Boston Trust Walden Equity Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.24 | $0.21 | $0.12 | $0.22 | $0.20 | $0.19 | $0.20 | $0.18 | $0.24 | $0.18 | $0.15 |
Dividend yield | 0.00% | 0.69% | 0.70% | 0.34% | 0.75% | 0.77% | 0.90% | 0.92% | 0.94% | 1.36% | 0.94% | 0.86% |
Monthly Dividends
The table displays the monthly dividend distributions for Boston Trust Walden 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $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 |
| 2023 | $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 |
| 2022 | $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 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.12 |
| 2020 | $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 |
| 2019 | $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 |
| 2018 | $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 |
| 2017 | $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 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.18 |
| 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 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.18 |
| 2013 | $0.15 | $0.15 |
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 Walden 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 Equity Fund was 49.83%, occurring on Mar 9, 2009. Recovery took 493 trading sessions.
The current Boston Trust Walden Equity Fund drawdown is 7.24%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -49.83% | Dec 11, 2007 | 311 | Mar 9, 2009 | 493 | Feb 18, 2011 | 804 |
| -33.5% | Feb 20, 2020 | 23 | Mar 23, 2020 | 110 | Aug 27, 2020 | 133 |
| -28.74% | Mar 27, 2000 | 579 | Jul 23, 2002 | 361 | Dec 29, 2003 | 940 |
| -21.99% | Dec 30, 2021 | 190 | Sep 30, 2022 | 310 | Dec 26, 2023 | 500 |
| -18.86% | Jul 8, 2011 | 61 | Oct 3, 2011 | 88 | Feb 8, 2012 | 149 |
Volatility
Volatility Chart
The current Boston Trust Walden Equity Fund volatility is 6.20%, 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.