BTEFX
Boston Trust Equity
$43.11
-0.14 (-0.32%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap |
|---|---|
| Market Cap | 240.999M |
| 52 Week High | 43.37 |
| 52 Week Low | 35.37 |
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Key Data
| Symbol | BTEFX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap |
| Price | 43.11 |
| Price Yesterday | 43.25 |
| Market Cap | 241.00 |
| YTD Return | 7.88% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 100000 |
| Redeption Fee | 0 |
| Prospectus | 0.0085 |
Overview
| 52 Week High | 43.37 |
|---|---|
| 52 Week Low | 35.37 |
| Market Cap | 241.00M |
| Shares Outstanding | 5.59M |
| Income Dividend Yield | 0.59% |
| Long Term Dividend Yield | 0.84% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.43% |
Returns Annualized
| One Day | -55.86% |
|---|---|
| Five Days | 50.87% |
| One Months | 22.57% |
| Three Months | 9.81% |
| Six Months | 18.98% |
| Nine Months | 21.52% |
| One Year | 15.35% |
| Three Years | 6.19% |
| Five Years | 12.20% |
| Ten Years | 11.23% |
| YTD | 15.86% |
| Since Inception | 9.66% |
Returns Total
| One Day | -0.32% |
|---|---|
| Five Days | 0.82% |
| One Month | 1.63% |
| Three Months | 2.33% |
| Six Months | 8.92% |
| Nine Months | 15.55% |
| One Year | 15.34% |
| Three Years | 19.63% |
| Five Years | 77.53% |
| Ten Years | 189.04% |
| YTD | 7.88% |
| Since Inception | 575.92% |
Yearly Returns
| 2024 | 7.88% |
|---|---|
| 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 | -9.60% |
|---|---|
| Beta | 0.84 |
| Correlation | 94.72% |
| Downside Deviation | 2.53% |
| Coefficient of determination | 89.71% |
| Standard Deviation | 2.85% |
| Sharpe Ratio | -1.35 |
| Sortino | -5.27 |
| Treynor | 11.89 |
| Ulcer Index | 2.82 |
| Ulcer Performance Index | -4.74 |