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Boston Trust Asset Management (BTBFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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61.33+0.48 (+0.79%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.28%
5-Year Average Return8.86%
Number of Years Up22
Number of Years Down6
Best 1 Yr Total Return (May 30, 2024)25.81%
Worst 1 Yr Total Return (May 30, 2024)N/A
Best 3-Yr Total Return25.81%
Worst 3-Yr Total Return3.84%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBTBFXCategory
YTD1.28%11.35%
1-Month-3.56%0.99%
3-Month-0.08%5.92%
1-Year7.78%32.83%
3-Year3.57%11.75%
5-Year7.31%11.53%
10-Year8.21%8.98%
Last Bull Market14.86%17.67%
Last Bear Market-12.40%-15.71%

Annual Total Return (%) History

Year
BTBFXCategory
2024
N/AN/A
2023
13.72%N/A
2022
-14.65%N/A
2021
21.65%N/A
2020
7.83%13.51%
2019
25.81%21.35%
2018
-1.61%-7.93%
2017
16.23%15.80%
2016
9.59%7.93%
2015
0.29%-2.77%
2014
8.88%5.71%
2013
20.44%21.31%
2012
10.04%13.42%
2011
3.61%-3.80%
2010
12.49%13.49%
2009
13.32%29.37%
2008
-17.76%-34.34%
2007
12.73%7.43%
2006
10.14%13.07%
2005
-0.02%7.35%
2004
10.46%10.93%
2003
14.96%25.10%
2002
-1.33%-14.51%
2001
-1.55%-9.67%
2000
0.37%-1.68%
1999
4.57%20.12%
1998
19.28%10.44%
1997
27.05%18.36%
1996
14.42%18.35%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.02%N/AN/AN/A
20234.48%4.32%-2.70%7.22%
2022-5.47%-12.40%-4.24%7.65%
20212.75%7.35%0.42%9.83%
2020-15.19%10.17%6.44%8.42%
201910.75%3.85%2.67%6.53%
2018-1.26%1.86%7.21%-8.75%
20173.70%3.34%2.46%5.85%
20163.20%2.66%1.90%1.50%
2015-0.14%-1.10%-2.61%4.28%
20140.48%3.20%-0.17%5.19%
20136.97%0.69%3.91%7.61%
20128.22%-1.96%4.08%-0.35%
20113.48%1.68%-9.19%8.44%
20104.25%-6.80%7.29%7.90%
2009-5.55%6.60%8.56%3.67%
2008-4.48%-1.95%-2.86%-9.61%
20071.53%4.85%5.11%0.74%
20062.61%-0.69%3.70%4.22%
2005-2.28%-0.56%1.15%1.70%
20041.88%2.53%-0.74%6.53%
2003-1.25%6.24%1.95%7.49%
20022.73%-3.21%-3.31%2.62%
2001-5.28%2.06%-3.20%5.21%
20000.07%-0.24%-0.76%1.31%
19990.07%4.64%-5.06%5.19%
199811.30%2.64%-6.13%11.23%
19971.63%11.95%5.70%5.65%
19961.40%2.39%3.47%6.52%

Rank In Category (By Total Return)

YTD93
1-Month44
3-Month97
1-Year92
3-Year21
5-Year45

Load Adjusted Returns

1-Year7.78%
3-Year3.57%
5-Year7.31%
10-Year8.21%