WSBFX
Boston Trust Walden Balanced
$22.77
-0.06 (-0.26%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced Aggressive |
|---|---|
| Market Cap | 162.759M |
| 52 Week High | 22.87 |
| 52 Week Low | 19.692 |
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Key Data
| Symbol | WSBFX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced Aggressive |
| Price | 22.77 |
| Price Yesterday | 22.83 |
| Market Cap | 162.76 |
| YTD Return | 4.40% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 100000 |
| Redeption Fee | 0 |
| Prospectus | 0.0096 |
Overview
| 52 Week High | 22.87 |
|---|---|
| 52 Week Low | 19.69 |
| Market Cap | 162.76M |
| Shares Outstanding | 7.15M |
| Income Dividend Yield | 1.11% |
| Long Term Dividend Yield | 6.25% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 7.36% |
Returns Annualized
| One Day | -48.51% |
|---|---|
| Five Days | 66.89% |
| One Months | 22.95% |
| Three Months | 7.28% |
| Six Months | 11.33% |
| Nine Months | 15.94% |
| One Year | 11.19% |
| Three Years | 2.48% |
| Five Years | 7.15% |
| Ten Years | 7.49% |
| YTD | 8.72% |
| Since Inception | 6.00% |
Returns Total
| One Day | -0.26% |
|---|---|
| Five Days | 1.02% |
| One Month | 1.65% |
| Three Months | 1.74% |
| Six Months | 5.42% |
| Nine Months | 11.58% |
| One Year | 11.18% |
| Three Years | 7.59% |
| Five Years | 41.14% |
| Ten Years | 105.49% |
| YTD | 4.40% |
| Since Inception | 328.65% |
Yearly Returns
| 2024 | 4.40% |
|---|---|
| 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 | -9.10% |
|---|---|
| Beta | 0.64 |
| Correlation | 92.00% |
| Downside Deviation | 2.13% |
| Coefficient of determination | 84.64% |
| Standard Deviation | 2.23% |
| Sharpe Ratio | -2.26 |
| Sortino | -8.24 |
| Treynor | 9.1 |
| Ulcer Index | 2.38 |
| Ulcer Performance Index | -7.37 |