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Boston Trust Walden Balanced (WSBFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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22.39-0.01 (-0.04%)
At close: 06:45PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.71%
5-Year Average Return7.24%
Number of Years Up18
Number of Years Down6
Best 1 Yr Total Return (Jun 6, 2024)23.70%
Worst 1 Yr Total Return (Jun 6, 2024)N/A
Best 3-Yr Total Return23.70%
Worst 3-Yr Total Return3.72%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnWSBFXCategory
YTD2.11%11.35%
1-Month2.53%0.99%
3-Month0.59%5.92%
1-Year11.15%32.83%
3-Year2.91%11.75%
5-Year7.86%11.53%
10-Year7.39%8.98%
Last Bull Market13.44%17.67%
Last Bear Market-10.96%-15.71%

Annual Total Return (%) History

Year
WSBFXCategory
2024
N/AN/A
2023
12.18%N/A
2022
-13.67%N/A
2021
19.38%N/A
2020
8.26%13.51%
2019
23.70%21.35%
2018
-1.90%-7.93%
2017
14.88%15.80%
2016
9.08%7.93%
2015
-0.17%-2.77%
2014
8.20%5.71%
2013
20.79%21.31%
2012
8.99%13.42%
2011
1.24%-3.80%
2010
12.40%13.49%
2009
14.88%29.37%
2008
-22.11%-34.34%
2007
10.00%7.43%
2006
6.89%13.07%
2005
1.48%7.35%
2004
8.61%10.93%
2003
14.88%25.10%
2002
-6.11%-14.51%
2001
-2.85%-9.67%
2000
5.13%-1.68%
1999
N/A20.12%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.48%N/AN/AN/A
20233.24%3.42%-2.59%7.86%
2022-6.04%-10.96%-3.99%7.49%
20213.21%6.66%0.46%7.95%
2020-14.16%10.16%6.11%7.90%
20199.67%3.69%2.84%5.78%
2018-0.84%1.59%6.09%-8.21%
20173.56%2.88%1.91%5.80%
20163.03%1.89%1.99%1.88%
2015-0.25%-0.31%-3.21%3.72%
20140.86%3.23%-0.19%4.12%
20137.13%1.40%3.86%7.06%
20129.29%-3.28%3.79%-0.66%
20113.07%1.16%-10.24%8.17%
20104.08%-6.56%7.99%7.02%
2009-4.95%7.01%8.77%3.83%
2008-3.95%-1.43%-5.54%-12.90%
20070.34%4.56%3.96%0.85%
20062.30%-1.73%2.99%3.25%
2005-2.12%-0.27%1.09%2.84%
20041.61%1.87%-1.56%6.59%
2003-1.83%7.23%2.25%6.73%
20021.29%-5.87%-4.99%3.65%
2001-6.23%1.71%-4.65%6.83%
20004.39%-0.37%0.28%0.80%
1999-5.60%7.59%N/AN/A

Rank In Category (By Total Return)

YTD99
1-Month89
3-Month95
1-Year96
3-Year58
5-Year79

Load Adjusted Returns

1-Year11.15%
3-Year2.91%
5-Year7.86%
10-Year7.39%