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Boston Trust Equity Fund: (MF: BTEFX)
(NASDAQ Mutual Funds) As of Jun 5, 2025 08:00 PM ET
$43.96 USD
-0.07 (-0.16%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -5.04 | 40 |
| 3 months | -8.67 | 42 |
| 6 months | -3.86 | 64 |
| 1 Year | 5.98 | 62 |
| 3 Year | 7.53 | 62 |
| 5 Year | 12.92 | 55 |
| 10 Year | 10.81 | 37 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -43.80 |
| Bull Market (2/09 - 3/21) | 728.41 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 3.39 |
| 5 Year | 15.55 |
| 10 Year | 11.05 |
| Since Inception | 9.26 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -3.11 | NA | NA | NA |
| 2024 | 6.55 | 0.49 | 6.35 | -0.15 |
| 2023 | 4.79 | 6.45 | -3.05 | 8.44 |
| 2022 | -5.03 | -14.52 | -4.68 | 10.91 |
| 2021 | 5.29 | 9.01 | 0.55 | 12.45 |
| 2020 | -20.00 | 15.69 | 9.72 | 12.77 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -5.04 | 13.71 | 17.28 | -14.17 | 29.78 | 14.53 | 31.74 | -2.55 | 20.66 | 12.00 | -1.31 |
| % Total Return Rel to Index | -0.13 | -11.31 | -8.96 | 4.03 | 1.10 | -3.86 | 0.25 | 1.83 | -1.12 | 0.07 | -2.70 |
| % Total Return Rel to Peer | 0.42 | -5.68 | -5.71 | 5.52 | 7.72 | -5.38 | 3.32 | 4.30 | -0.01 | 4.18 | 0.28 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 2.00 | 1.00 | 4.00 | 2.00 | 2.00 | 3.00 | 2.00 | 3.00 |
| % Dividends | 0.00 | 0.32 | 0.25 | 0.24 | 0.19 | 0.27 | 0.23 | 0.22 | 0.23 | 0.19 | 0.24 |
| % Yield | 0.00 | 0.70 | 0.78 | 0.65 | 0.45 | 0.79 | 0.78 | 0.95 | 0.93 | 0.90 | 1.16 |
| Capital Gains ($) | 0.00 | 0.78 | 0.36 | 0.85 | 0.91 | 0.66 | 0.03 | 0.18 | 0.38 | 1.15 | 1.22 |
| Expense Ratio | 0.00 | 0.83 | 0.85 | 0.86 | 0.85 | 0.90 | 0.91 | 0.92 | 0.93 | 0.96 | 0.94 |
* 1 = Top 20%, 5 = Bottom 20%