WSEFX
Boston Trust Walden Equity
$35.09
0.37 (1.07%)
Currency in USD / Last Updated: 4/26/2024
Category | Large Cap |
---|---|
Market Cap | 267.463M |
52 Week High | 36 |
52 Week Low | 30.11 |
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Key Data
Symbol | WSEFX |
---|---|
Type | Mutual Fund |
Category | Large Cap |
Price | 35.09 |
Price Yesterday | 34.72 |
Market Cap | 267.46 |
YTD Return | 2.93% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 100000 |
Redeption Fee | 0 |
Prospectus | 0.01 |
Overview
52 Week High | 36.00 |
---|---|
52 Week Low | 30.11 |
Market Cap | 267.46M |
Shares Outstanding | 7.62M |
Income Dividend Yield | 0.67% |
Long Term Dividend Yield | 2.20% |
Short Term Dividend Yield | 0.03% |
52 Week Yield (All) | 2.90% |
Returns Annualized
One Day | 1,349.65% |
---|---|
Five Days | 193.09% |
One Months | -12.47% |
Three Months | 4.46% |
Six Months | 34.18% |
Nine Months | 7.27% |
One Year | 16.52% |
Three Years | 6.06% |
Five Years | 11.05% |
Ten Years | 11.06% |
YTD | 9.42% |
Since Inception | 7.66% |
Returns Total
One Day | 1.07% |
---|---|
Five Days | 2.15% |
One Month | -1.15% |
Three Months | 1.09% |
Six Months | 15.68% |
Nine Months | 5.43% |
One Year | 16.50% |
Three Years | 19.29% |
Five Years | 68.73% |
Ten Years | 184.94% |
YTD | 2.93% |
Since Inception | 523.27% |
Yearly Returns
2024 | 2.93% |
---|---|
2023 | 16.29% |
2022 | -13.55% |
2021 | 28.00% |
2020 | 13.28% |
2019 | 32.29% |
2018 | -2.54% |
2017 | 20.77% |
2016 | 11.80% |
2015 | -0.48% |
Risk against SP-DA
Alpha | -8.05% |
---|---|
Beta | 0.86 |
Correlation | 96.00% |
Downside Deviation | 2.36% |
Coefficient of determination | 92.16% |
Standard Deviation | 3.05% |
Sharpe Ratio | -1.06 |
Sortino | -4.75 |
Treynor | 12.98 |
Ulcer Index | 2.9 |
Ulcer Performance Index | -3.87 |