Boston Trust Walden Equity Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1999 | 0 | 0 | 0 | 0 | 0 | 0 | -1.56 | -1.98 | -4.54 | 4.12 | 2.54 | 1.88 | 0 |
| 2000 | -3.43 | -2.74 | 10.65 | -1.89 | -1.25 | 1.17 | -2.6 | 5.14 | -3.67 | 2.05 | -3.82 | 3.58 | 2.2 |
| 2001 | 0.39 | -5.37 | -3.75 | 5.48 | 1.3 | -3.25 | 1.73 | -3.81 | -7.08 | 1.35 | 7.41 | 2.35 | -4.3 |
| 2002 | -0.3 | 0.51 | 3.43 | -3.12 | -1.31 | -6.83 | -5.91 | 1.98 | -8.78 | 7.62 | 4.07 | -3.82 | -13 |
| 2003 | -3.5 | -1.09 | 0.61 | 7.28 | 4.19 | 0.98 | 3.01 | 2.3 | -1.12 | 5.57 | 0.78 | 3.57 | 24.5 |
| 2004 | 2.26 | 1.1 | -1.36 | -0.83 | 1.3 | 2.39 | -3.85 | 0.56 | -0.09 | 1.76 | 4.38 | 2.27 | 10.1 |
| 2005 | -2.73 | 1.23 | -1.65 | -2.82 | 2.72 | -0.88 | 4.46 | -1.96 | -0.87 | 0.79 | 3.48 | -0.52 | 0.9 |
| 2006 | 1.11 | 0.34 | 1.51 | 1.74 | -2.52 | -0.42 | -0.92 | 1.61 | 2.16 | 2.28 | 0.72 | 0.94 | 8.8 |
| 2007 | 1.54 | -1.68 | 0.16 | 3.49 | 3.14 | -0.61 | -1.76 | 1.56 | 4.99 | 2.27 | -1.57 | -0.49 | 11.3 |
| 2008 | -5.49 | -0.96 | 0.8 | 3.75 | 2.23 | -6.62 | -1.21 | 1.71 | -7.45 | -16.02 | -6.19 | 0.22 | -31.4 |
| 2009 | -7.95 | -9.61 | 7.81 | 8.86 | 3.67 | 1 | 7.12 | 2.45 | 3.89 | -0.86 | 5.81 | 1.84 | 24.5 |
| 2010 | -2.37 | 3.08 | 5.07 | 3.14 | -7.71 | -4.26 | 6.54 | -5.25 | 9.2 | 2.92 | 0.58 | 6.61 | 17.2 |
| 2011 | 1.26 | 3.42 | 0 | 3.68 | -1.01 | -1.32 | -3.19 | -4.82 | -7.16 | 10.75 | 0.78 | -0.08 | 1.2 |
| 2012 | 4.71 | 4.49 | 3.15 | -0.97 | -6.39 | 2.47 | 0 | 2.85 | 1.71 | -2.66 | 0.79 | 1.03 | 11.2 |
| 2013 | 5.85 | 0.74 | 3.08 | 1.23 | 2.95 | -1.25 | 3.97 | -2.24 | 3.41 | 4.86 | 2.75 | 1.56 | 30.1 |
| 2014 | -4.22 | 4 | 1.51 | 0.22 | 2.14 | 1.5 | -2.49 | 3.2 | -1 | 2.55 | 2.33 | 0.2 | 10.1 |
| 2015 | -4.34 | 5.82 | -1.85 | 0.7 | 0.86 | -1.8 | 2.76 | -5.73 | -1.67 | 7.43 | 0 | -1.83 | -0.5 |
| 2016 | -4.02 | 0.18 | 6.87 | 0.45 | 0.95 | 0.55 | 2.63 | 0.43 | -0.27 | -2.24 | 4.42 | 1.7 | 11.8 |
| 2017 | 1.38 | 3.88 | -0.4 | 1.62 | 1.4 | 0.54 | 0.93 | -0.39 | 2.19 | 2.95 | 3.79 | 1.25 | 20.8 |
| 2018 | 5.65 | -3.77 | -2.37 | 0.09 | 1.58 | 0.83 | 4.32 | 3.01 | 1.23 | -5.81 | 3.15 | -9.38 | -2.5 |
| 2019 | 7.08 | 4.03 | 1.87 | 3.76 | -5.52 | 6.67 | 2.33 | -1.6 | 2.6 | 1.23 | 3.32 | 0.08 | 28.3 |
| 2020 | 6.55 | 5.34 | 0.66 | 4.58 | 8.54 | -10.38 | -9.2 | -1.02 | -6.29 | -1.87 | 10.35 | 1.58 | 8.9 |
| 2021 | -2.5 | 3.24 | 4.59 | 8.1 | 0.84 | 2.07 | 3.67 | 2.72 | -5.35 | 7.75 | -2.09 | 2.74 | 25.1 |
| 2022 | -5.57 | -3.17 | 3.18 | -7.55 | 0.79 | -7 | 8.31 | -3.1 | -8.6 | 8.77 | 6.47 | -7.76 | -16.2 |
| 2023 | 4.17 | -3.3 | 2.73 | 1.95 | -1.85 | 5.85 | 3.75 | -1.75 | -4.68 | -1.74 | 7.34 | 0.47 | 12.8 |
| 2024 | 0.76 | 9.3 |