Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BTBFX (BOSTON TRUST ASSET MANAGEMENT FUND BOSTON TRUST ASSET MANAGEMENT FUND) | 1.73% | 9.65% | 9.19% | 5.04% | 7.90% | 8.20% | 7.59% | … | … |
Data as of 06/03/2026, Common starting date is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BTBFX (BOSTON TRUST ASSET MANAGEMENT FUND BOSTON TRUST ASSET MANAGEMENT FUND) | 06/20/1996 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.84 | 9.65 | 9.19 | 5.04 | 7.90 | 8.20 | 7.59 | … | … | 1.73 | 7.87 | 11.16 | 13.73 | -17.37 | 20.71 | 2.97 | 25.81 | -1.61 | 16.23 | 9.60 | 0.30 | 8.90 | 20.47 | 10.05 | 3.59 | 12.49 | 13.33 | -17.81 | 12.76 | 10.13 | -0.02 | 8.59 | 14.98 | -1.17 | -1.55 | 0.33 | 4.57 | 19.32 | 23.86 | 9.94 |
| Sharpe Ratio | NA | 1.12 | 0.71 | 0.22 | 0.50 | NA | NA | … | … | 0.52 | 0.44 | 0.91 | 1.10 | -1.02 | 2.08 | 0.11 | 2.55 | -0.23 | 3.16 | 1.06 | 0.02 | 1.07 | 2.51 | 1.16 | 0.23 | 1.07 | 1.12 | -0.91 | 0.82 | 0.89 | -0.33 | 0.99 | 1.86 | -0.24 | -0.44 | -0.29 | 0.10 | 1.21 | 1.64 | 1.72 |
| Standard Deviation(%) | NA | 7.54 | 9.39 | 11.96 | 12.83 | NA | NA | … | … | 8.29 | 11.45 | 8.29 | 9.23 | 18.58 | 9.96 | 23.82 | 9.56 | 13.06 | 4.94 | 8.88 | 10.94 | 8.31 | 8.13 | 8.72 | 15.48 | 11.56 | 11.83 | 20.63 | 11.76 | 7.57 | 6.86 | 7.66 | 7.66 | 9.82 | 9.15 | 13.63 | 11.63 | 13.15 | 12.27 | 9.20 |
| Draw Down(%) | NA | 6.67 | 11.80 | 21.02 | 25.56 | NA | NA | … | … | 6.67 | 11.73 | 4.44 | 7.91 | 20.83 | 4.79 | 25.56 | 4.44 | 13.83 | 2.12 | 5.83 | 7.77 | 5.22 | 5.12 | 6.19 | 12.42 | 10.28 | 12.37 | 25.18 | 5.62 | 5.31 | 4.60 | 4.09 | 4.19 | 11.28 | 11.28 | 7.04 | 8.68 | 13.28 | 7.39 | 5.14 |
| Yield(%) | 0.00 | 11.46 | 8.36 | 5.21 | 5.31 | 5.87 | 5.78 | … | … | 0.00 | 11.53 | 6.62 | 6.90 | 0.97 | 0.87 | 0.96 | 1.16 | 4.10 | 2.79 | 5.42 | 5.61 | 3.81 | 2.25 | 1.77 | 1.46 | 1.61 | 1.87 | 4.33 | 4.88 | 6.37 | 3.67 | 0.04 | 1.96 | 2.40 | 3.23 | 9.80 | 4.50 | 1.54 | 1.07 | 0.58 |
Data as of 06/03/2026, Common starting date is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTBFX (BOSTON TRUST ASSET MANAGEMENT FUND BOSTON TRUST ASSET MANAGEMENT FUND) |
-2.54%
Feb 2006 – Feb 2009 |
-0.14%
Feb 2004 – Feb 2009 |
1.92%
Feb 1999 – Feb 2009 |
5.16%
Jun 1998 – Jun 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTBFX (BOSTON TRUST ASSET MANAGEMENT FUND BOSTON TRUST ASSET MANAGEMENT FUND) |
18.90%
Jul 1996 – Jul 1999 |
13.72%
Feb 2009 – Feb 2014 |
11.00%
Dec 2011 – Dec 2021 |
9.60%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart