WSBFX
Boston Trust Walden Balanced
$21.83
-0.09 (-0.41%)
Currency in USD / Last Updated: 4/25/2024
Category | Balanced Aggressive |
---|---|
Market Cap | 161.269M |
52 Week High | 22.57 |
52 Week Low | 19.692 |
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Key Data
Symbol | WSBFX |
---|---|
Type | Mutual Fund |
Category | Balanced Aggressive |
Price | 21.83 |
Price Yesterday | 21.92 |
Market Cap | 161.27 |
YTD Return | 0.09% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 100000 |
Redeption Fee | 0 |
Prospectus | 0.01 |
Overview
52 Week High | 22.57 |
---|---|
52 Week Low | 19.69 |
Market Cap | 161.27M |
Shares Outstanding | 7.39M |
Income Dividend Yield | 1.16% |
Long Term Dividend Yield | 6.52% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 7.67% |
Returns Annualized
One Day | -64.58% |
---|---|
Five Days | 29.03% |
One Months | -24.82% |
Three Months | -3.59% |
Six Months | 20.25% |
Nine Months | 3.64% |
One Year | 8.51% |
Three Years | 2.46% |
Five Years | 6.73% |
Ten Years | 7.47% |
YTD | 0.29% |
Since Inception | 5.87% |
Returns Total
One Day | -0.41% |
---|---|
Five Days | 0.51% |
One Month | -2.46% |
Three Months | -0.91% |
Six Months | 9.57% |
Nine Months | 2.73% |
One Year | 8.50% |
Three Years | 7.55% |
Five Years | 38.43% |
Ten Years | 105.23% |
YTD | 0.09% |
Since Inception | 310.88% |
Yearly Returns
2024 | 0.09% |
---|---|
2023 | 12.18% |
2022 | -13.66% |
2021 | 19.38% |
2020 | 8.26% |
2019 | 23.71% |
2018 | -1.90% |
2017 | 14.87% |
2016 | 9.08% |
2015 | -0.17% |
Risk against SP-DA
Alpha | -9.59% |
---|---|
Beta | 0.62 |
Correlation | 93.10% |
Downside Deviation | 1.97% |
Coefficient of determination | 86.68% |
Standard Deviation | 2.26% |
Sharpe Ratio | -2.23 |
Sortino | -8.86 |
Treynor | 5.07 |
Ulcer Index | 2.34 |
Ulcer Performance Index | -7.45 |