Boston Trust Equity Fund
Monthly Returns (%)Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2003 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0.95 | 3.75 | 0 |
2004 | 1.27 | 0.98 | -1.06 | 0.09 | 1.61 | 2.46 | -3.17 | 0.71 | 0.62 | 1.49 | 3.96 | 2.58 | 11.9 |
2005 | -1.73 | 1.26 | -1.58 | -1.94 | 1.89 | -1.1 | 3.67 | -1.32 | -0.67 | -0.5 | 3.63 | -1.22 | 0.2 |
2006 | 1.51 | 0.25 | 2.06 | 1.37 | -2.87 | 0.08 | 0.16 | 1.8 | 2.09 | 2.91 | 1.45 | 0.71 | 12 |
2007 | 2.15 | -1.81 | 0.92 | 3.57 | 3.59 | -0.99 | -1.36 | 1.59 | 5.42 | 2.64 | -2.51 | -0.16 | 13.5 |
2008 | -6.6 | -2.01 | 0 | 4.4 | 0.95 | -7.42 | -1.4 | 2.21 | -5.79 | -14.26 | -4.97 | 0.01 | -30.9 |
2009 | -7.75 | -9.36 | 6.56 | 9.46 | 3.13 | 1.11 | 6.39 | 3 | 3.46 | -0.97 | 5.52 | 1.63 | 22.5 |
2010 | -2.59 | 3.09 | 5.17 | 3.17 | -8.99 | -5.06 | 7.11 | -5.89 | 9.61 | 3.86 | 0.85 | 7.14 | 16.7 |
2011 | 1.45 | 2.99 | 0 | 3.53 | -1.07 | -0.68 | -3.87 | -4.74 | -6.31 | 10.3 | 0.86 | 0.15 | 1.6 |
2012 | 4.31 | 4.2 | 2.64 | -0.64 | -6.02 | 3.17 | 0.47 | 2.33 | 2.01 | -1.66 | 0.78 | 0.53 | 12.3 |
2013 | 4.79 | 1.11 | 2.93 | 1.07 | 2.52 | -1.43 | 4.53 | -3.17 | 3.44 | 4.38 | 2.92 | 2.31 | 28.2 |
2014 | -4.49 | 3.9 | 1.03 | 0.51 | 1.92 | 1.34 | -2.84 | 3.23 | -0.93 | 3.06 | 2.44 | 0.2 | 9.4 |
2015 | -4.31 | 5.01 | -1.48 | 0.05 | 0.63 | -1.73 | 2.69 | -5.05 | -1.4 | 6.77 | 0.1 | -1.93 | -1.3 |
2016 | -3.76 | 0.98 | 5.91 | 0.56 | 1.31 | 0.95 | 2.02 | 0.68 | -0.38 | -2.36 | 3.8 | 2.05 | 12 |
2017 | 1.09 | 3.79 | -0.38 | 1.62 | 1.78 | 0.28 | 1.06 | 0.41 | 1.67 | 2.89 | 3.85 | 0.97 | 20.7 |
2018 | 5.42 | -3.93 | -2.63 | -0.09 | 1.76 | 0.42 | 4.83 | 2.97 | 1.05 | -5.66 | 3.55 | -9.16 | -2.6 |
2019 | 6.45 | 3.61 | 2.48 | 3.87 | -5.38 | 6.48 | 2.61 | -1.56 | 1.85 | 1.78 | 3.32 | 2 | 30.5 |
2020 | 7.44 | 5.59 | 1.03 | 4.12 | 8.42 | -9.78 | -9.31 | -0.81 | -6.05 | -2.03 | 10.95 | 1.07 | 11.3 |
2021 | -2.59 | 3.15 | 7.61 | 6.24 | 0.84 | 1.75 | 3.74 | 2.58 | -5.5 | 7.96 | -1.59 | 3.03 | 26.3 |
2022 | -5.03 | -3.24 | 3.35 | -7.96 | -0.22 | -6.93 | 8.6 | -3.52 | -9.03 | 9.39 | 6.77 | -7.83 | -16.7 |
2023 | 4.31 | -2.41 | 2.95 | 2.81 | -2.25 | 5.93 | 2.9 | -1.51 | -4.34 | -2.32 | 7.25 | 1.91 | 15.5 |
2024 | 1.48 | 13 |