BTBFX
Boston Trust Asset Management
$59.88
-0.34 (-0.56%)
Currency in USD / Last Updated: 4/25/2024
| Category | Balanced Aggressive |
|---|---|
| Market Cap | 565.233M |
| 52 Week High | 61.8 |
| 52 Week Low | 53.077 |
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Key Data
| Symbol | BTBFX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced Aggressive |
| Price | 59.88 |
| Price Yesterday | 60.22 |
| Market Cap | 565.23 |
| YTD Return | 1.82% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 100000 |
| Redeption Fee | 0 |
| Prospectus | 0.0083 |
Overview
| 52 Week High | 61.80 |
|---|---|
| 52 Week Low | 53.08 |
| Market Cap | 565.23M |
| Shares Outstanding | 9.44M |
| Income Dividend Yield | 1.33% |
| Long Term Dividend Yield | 5.02% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 6.35% |
Returns Annualized
| One Day | -76.03% |
|---|---|
| Five Days | 43.85% |
| One Months | -21.39% |
| Three Months | 0.00% |
| Six Months | 23.82% |
| Nine Months | 5.80% |
| One Year | 10.49% |
| Three Years | 3.78% |
| Five Years | 7.54% |
| Ten Years | 8.38% |
| YTD | 5.85% |
| Since Inception | 8.09% |
Returns Total
| One Day | -0.56% |
|---|---|
| Five Days | 0.72% |
| One Month | -2.08% |
| Three Months | 0.00% |
| Six Months | 11.17% |
| Nine Months | 4.34% |
| One Year | 10.48% |
| Three Years | 11.75% |
| Five Years | 43.71% |
| Ten Years | 123.27% |
| YTD | 1.82% |
| Since Inception | 800.99% |
Yearly Returns
| 2024 | 1.82% |
|---|---|
| 2023 | 13.72% |
| 2022 | -14.65% |
| 2021 | 21.65% |
| 2020 | 7.83% |
| 2019 | 25.81% |
| 2018 | -1.61% |
| 2017 | 16.23% |
| 2016 | 9.59% |
| 2015 | 0.29% |
Risk against SP-DA
| Alpha | -8.48% |
|---|---|
| Beta | 0.66 |
| Correlation | 96.21% |
| Downside Deviation | 2.03% |
| Coefficient of determination | 92.56% |
| Standard Deviation | 2.33% |
| Sharpe Ratio | -1.91 |
| Sortino | -7.61 |
| Treynor | 7.73 |
| Ulcer Index | 2.31 |
| Ulcer Performance Index | -6.7 |