WSEFX
Boston Trust Walden Equity
$36.39
-0.08 (-0.22%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap |
|---|---|
| Market Cap | 271.879M |
| 52 Week High | 36.52 |
| 52 Week Low | 30.11 |
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Key Data
| Symbol | WSEFX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap |
| Price | 36.39 |
| Price Yesterday | 36.47 |
| Market Cap | 271.88 |
| YTD Return | 6.75% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 100000 |
| Redeption Fee | 0 |
| Prospectus | 0.01 |
Overview
| 52 Week High | 36.52 |
|---|---|
| 52 Week Low | 30.11 |
| Market Cap | 271.88M |
| Shares Outstanding | 7.47M |
| Income Dividend Yield | 0.65% |
| Long Term Dividend Yield | 2.12% |
| Short Term Dividend Yield | 0.03% |
| 52 Week Yield (All) | 2.80% |
Returns Annualized
| One Day | -42.53% |
|---|---|
| Five Days | 62.84% |
| One Months | 27.31% |
| Three Months | 8.97% |
| Six Months | 16.84% |
| Nine Months | 20.70% |
| One Year | 15.05% |
| Three Years | 5.43% |
| Five Years | 11.41% |
| Ten Years | 10.93% |
| YTD | 13.51% |
| Since Inception | 7.76% |
Returns Total
| One Day | -0.22% |
|---|---|
| Five Days | 0.97% |
| One Month | 1.93% |
| Three Months | 2.13% |
| Six Months | 7.95% |
| Nine Months | 14.97% |
| One Year | 15.04% |
| Three Years | 17.08% |
| Five Years | 71.38% |
| Ten Years | 181.31% |
| YTD | 6.75% |
| Since Inception | 546.47% |
Yearly Returns
| 2024 | 6.75% |
|---|---|
| 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 | -9.48% |
|---|---|
| Beta | 0.82 |
| Correlation | 92.47% |
| Downside Deviation | 2.44% |
| Coefficient of determination | 85.51% |
| Standard Deviation | 2.86% |
| Sharpe Ratio | -1.38 |
| Sortino | -5.59 |
| Treynor | 11.79 |
| Ulcer Index | 2.93 |
| Ulcer Performance Index | -4.65 |