WIEFX Performance — Boston Trust Walden International Equity Fund
Data updated: 2026-08-26
WIEFX returned +7.18% year to date and +10.39% over one year to Jun 2026. Annualised returns are +12.85% over 3 years and +7.26% over 5 years. The fund trailed its International Large Blend category average: $100 invested three years ago grew to $144, against $155 for the category, and to $110 over one year, against $119. Volatility over the past three years was 11.80% a year. In the 12 months to Jun 2026 the fund lost a net $42.9M, and assets reached $226.95M.
WIEFX Growth of $100
What $100 invested in Boston Trust Walden International Equity Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the International Large Blend category average over the same months.
| Period | WIEFX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $110 | $119 |
| 3 years (Jul 2023 – Jun 2026) | $144 | $155 |
| 5 years (Jul 2021 – Jun 2026) | $142 | $146 |
| Since data start (Jul 2019 – Jun 2026) | $177 | $189 |
WIEFX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +7.18% |
| 1 year | +10.39% |
| 3 years (annualised) | +12.85% |
| 5 years (annualised) | +7.26% |
WIEFX Annual Returns
Calendar-year total returns of Boston Trust Walden International Equity Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +7.18% |
| 2025 | +19.64% |
| 2024 | +5.33% |
| 2023 | +16.19% |
| 2022 | −13.09% |
| 2021 | +13.42% |
| 2020 | +7.15% |
| 2019 (Jul–Dec) | +6.76% |
WIEFX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.3% | +4.0% | −6.3% | +5.3% | +0.4% | +1.6% | — | — | — | — | — | — |
| 2025 | +4.4% | +0.8% | +0.8% | +4.2% | +3.5% | +1.6% | −4.8% | +3.4% | +2.3% | −0.6% | +0.8% | +2.1% |
| 2024 | +0.5% | +2.9% | +2.7% | −4.5% | +4.6% | −1.3% | +3.8% | +4.3% | +0.8% | −5.2% | +0.8% | −3.6% |
| 2023 | +6.0% | −3.0% | +2.3% | +3.6% | −4.1% | +4.4% | +2.6% | −3.4% | −3.2% | −1.9% | +8.5% | +4.3% |
| 2022 | −4.0% | −2.1% | −0.2% | −5.1% | +0.2% | −7.3% | +5.8% | −6.3% | −7.7% | +4.7% | +11.8% | −1.8% |
| 2021 | −1.1% | +1.3% | +2.2% | +2.9% | +4.1% | −0.7% | +0.8% | +1.8% | −3.0% | +3.6% | −3.7% | +4.9% |
| 2020 | −1.1% | −7.1% | −11.3% | +5.7% | +3.8% | +2.3% | +2.3% | +4.4% | −1.6% | −4.7% | +11.8% | +4.5% |
| 2019 | — | — | — | — | — | — | −1.5% | −1.1% | +2.6% | +3.2% | +0.4% | +3.0% |
WIEFX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 11.80%
- 3-year Sharpe ratio: 0.71 (vs 4.5% risk-free rate)
- Best month: +8.46% (Nov 2023)
- Worst month: −6.28% (Mar 2026)
WIEFX Fund Flows
Monthly money in and out of Boston Trust Walden International Equity Fund, from SEC Form N-PORT.
- 12-month net flow: −$42.9M
- 12-month gross sales (incl. reinvestments): $51.9M
- Sales ÷ redemptions: 0.55×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $1.3M | $2.1M | −$816K |
| May 2026 | $1.3M | $2.3M | −$1.0M |
| Apr 2026 | $1.1M | $2.6M | −$1.5M |
| Mar 2026 | $1.4M | $2.5M | −$1.1M |
| Feb 2026 | $3.2M | $6.5M | −$3.3M |
| Jan 2026 | $2.4M | $4.2M | −$1.8M |
| Dec 2025 | $10.4M | $57.0M | −$46.6M |
| Nov 2025 | $1.9M | $7.7M | −$5.7M |
| Oct 2025 | $2.9M | $4.0M | −$1.0M |
| Sep 2025 | $15.5M | $1.7M | $13.8M |
| Aug 2025 | $5.1M | $3.0M | $2.1M |
| Jul 2025 | $5.3M | $1.4M | $3.9M |
WIEFX Assets Under Management
Net assets of Boston Trust Walden International Equity Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $226.95M |
| 2026-03-31 | $214.49M |
| 2025-12-31 | $220.92M |
| 2025-09-30 | $278.85M |
| 2025-06-30 | $257.04M |
| 2025-03-31 | $227.88M |
| 2024-12-31 | $196.92M |
| 2024-09-30 | $177.95M |
| 2024-06-28 | $163.12M |
| 2024-03-28 | $143.44M |
| 2023-12-29 | $134.72M |
| 2023-09-30 | $119.07M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.