BTBFX
Boston Trust Asset Management
$62.64
-0.14 (-0.22%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced Aggressive |
|---|---|
| Market Cap | 585.429M |
| 52 Week High | 62.94 |
| 52 Week Low | 53.077 |
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Key Data
| Symbol | BTBFX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced Aggressive |
| Price | 62.64 |
| Price Yesterday | 62.78 |
| Market Cap | 585.43 |
| YTD Return | 6.51% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 100000 |
| Redeption Fee | 0 |
| Prospectus | 0.0082 |
Overview
| 52 Week High | 62.94 |
|---|---|
| 52 Week Low | 53.08 |
| Market Cap | 585.43M |
| Shares Outstanding | 9.35M |
| Income Dividend Yield | 1.27% |
| Long Term Dividend Yield | 4.80% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 6.07% |
Returns Annualized
| One Day | -43.06% |
|---|---|
| Five Days | 53.52% |
| One Months | 20.02% |
| Three Months | 10.14% |
| Six Months | 15.24% |
| Nine Months | 18.09% |
| One Year | 12.77% |
| Three Years | 3.71% |
| Five Years | 8.02% |
| Ten Years | 8.43% |
| YTD | 13.02% |
| Since Inception | 8.21% |
Returns Total
| One Day | -0.22% |
|---|---|
| Five Days | 0.85% |
| One Month | 1.46% |
| Three Months | 2.40% |
| Six Months | 7.22% |
| Nine Months | 13.12% |
| One Year | 12.76% |
| Three Years | 11.50% |
| Five Years | 46.95% |
| Ten Years | 124.21% |
| YTD | 6.51% |
| Since Inception | 842.66% |
Yearly Returns
| 2024 | 6.51% |
|---|---|
| 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 | -8.17% |
|---|---|
| Beta | 0.67 |
| Correlation | 94.47% |
| Downside Deviation | 2.12% |
| Coefficient of determination | 89.25% |
| Standard Deviation | 2.27% |
| Sharpe Ratio | -2.03 |
| Sortino | -7.53 |
| Treynor | 11.08 |
| Ulcer Index | 2.34 |
| Ulcer Performance Index | -6.81 |