BTEFX
Boston Trust Equity
$41.25
0.07 (0.17%)
Currency in USD / Last Updated: 4/24/2024
Category | Large Cap |
---|---|
Market Cap | 231.647M |
52 Week High | 42.67 |
52 Week Low | 35.37 |
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Key Data
Symbol | BTEFX |
---|---|
Type | Mutual Fund |
Category | Large Cap |
Price | 41.25 |
Price Yesterday | 41.18 |
Market Cap | 231.65 |
YTD Return | 3.23% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 100000 |
Redeption Fee | 0 |
Prospectus | 0.0086 |
Overview
52 Week High | 42.67 |
---|---|
52 Week Low | 35.37 |
Market Cap | 231.65M |
Shares Outstanding | 5.62M |
Income Dividend Yield | 0.62% |
Long Term Dividend Yield | 0.88% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 1.50% |
Returns Annualized
One Day | 53.48% |
---|---|
Five Days | 106.85% |
One Months | -26.45% |
Three Months | 6.36% |
Six Months | 27.71% |
Nine Months | 8.01% |
One Year | 13.67% |
Three Years | 6.55% |
Five Years | 11.75% |
Ten Years | 11.18% |
YTD | 10.68% |
Since Inception | 9.53% |
Returns Total
One Day | 0.17% |
---|---|
Five Days | 1.45% |
One Month | -2.64% |
Three Months | 1.55% |
Six Months | 12.88% |
Nine Months | 5.98% |
One Year | 13.65% |
Three Years | 20.90% |
Five Years | 74.11% |
Ten Years | 187.94% |
YTD | 3.23% |
Since Inception | 546.65% |
Yearly Returns
2024 | 3.23% |
---|---|
2023 | 17.28% |
2022 | -14.16% |
2021 | 29.77% |
2020 | 14.53% |
2019 | 31.74% |
2018 | -2.55% |
2017 | 20.67% |
2016 | 12.01% |
2015 | -1.33% |
Risk against SP-DA
Alpha | -8.29% |
---|---|
Beta | 0.86 |
Correlation | 97.21% |
Downside Deviation | 2.47% |
Coefficient of determination | 94.50% |
Standard Deviation | 3.05% |
Sharpe Ratio | -1.03 |
Sortino | -4.4 |
Treynor | 9.58 |
Ulcer Index | 2.77 |
Ulcer Performance Index | -3.93 |