Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BTEFX (BOSTON TRUST EQUITY FUND BOSTON TRUST EQUITY FUND) | 1.35% | 4.53% | 7.93% | 9.78% | 10.38% | 11.15% | 8.81% | 9.38% |
Data as of 08/01/2025, AR inception is 10/01/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BTEFX (BOSTON TRUST EQUITY FUND BOSTON TRUST EQUITY FUND) | 10/01/2003 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.66 | 4.53 | 7.93 | 9.78 | 10.38 | 11.15 | 8.81 | 9.38 | 1.35 | 11.81 | 16.21 | -16.16 | 26.93 | 12.24 | 31.74 | -2.55 | 20.67 | 12.01 | -1.33 | 9.38 | 28.18 | 12.28 | 1.61 | 16.73 | 22.44 | -30.90 | 13.47 | 12.03 | 0.17 | 11.93 | 8.43 |
| Sharpe Ratio | NA | 0.35 | 0.45 | 0.55 | 0.54 | NA | NA | 0.45 | 0.23 | 0.48 | 1.00 | -0.77 | 2.05 | 0.36 | 2.43 | -0.23 | 3.05 | 0.99 | -0.10 | 0.87 | 2.66 | 0.97 | 0.07 | 0.92 | 0.91 | -0.87 | 0.65 | 0.90 | -0.21 | 1.07 | 4.00 |
| Standard Deviation(%) | NA | 16.40 | 15.23 | 15.99 | 17.42 | NA | NA | 17.74 | 19.17 | 10.82 | 12.06 | 22.74 | 13.09 | 33.58 | 12.50 | 16.86 | 6.61 | 11.87 | 14.26 | 10.77 | 10.59 | 12.72 | 23.00 | 18.00 | 24.63 | 36.47 | 16.14 | 9.81 | 9.46 | 10.26 | 9.40 |
| Draw Down(%) | NA | 17.82 | 17.82 | 23.62 | 32.83 | NA | NA | 47.67 | 16.59 | 6.13 | 9.61 | 22.99 | 5.71 | 32.83 | 5.89 | 17.69 | 3.22 | 7.73 | 10.01 | 6.73 | 5.43 | 9.64 | 18.58 | 15.96 | 24.68 | 41.00 | 7.97 | 7.09 | 6.37 | 6.35 | 2.99 |
| Yield(%) | 0.00 | 0.76 | 0.75 | 0.89 | 2.58 | 3.57 | 3.18 | 3.73 | 0.00 | 0.83 | 0.74 | 0.58 | 0.61 | 0.92 | 1.19 | 1.71 | 3.03 | 7.16 | 7.02 | 3.01 | 1.14 | 1.35 | 0.94 | 0.88 | 1.07 | 0.64 | 2.88 | 2.93 | 1.70 | 2.42 | 0.00 |
Data as of 08/01/2025, AR inception is 10/01/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTEFX (BOSTON TRUST EQUITY FUND BOSTON TRUST EQUITY FUND) |
-10.30%
Feb 2006 - Feb 2009 |
-4.24%
Feb 2004 - Feb 2009 |
6.51%
Jan 2006 - Jan 2016 |
7.24%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTEFX (BOSTON TRUST EQUITY FUND BOSTON TRUST EQUITY FUND) |
23.59%
Feb 2009 - Feb 2012 |
19.93%
Feb 2009 - Feb 2014 |
14.64%
Feb 2009 - Feb 2019 |
13.59%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart