WSEFX Performance — Boston Trust Walden Equity Fund
Data updated: 2026-08-26
WSEFX returned +10.64% year to date and +25.19% over one year to Jun 2026. Annualised returns are +13.47% over 3 years and +9.12% over 5 years. Against its US Large Blend category average the fund came out behind over three years but ahead over one: $100 invested three years ago grew to $146, against $157 for the category, and to $125 over one year, against $118. Volatility over the past three years was 11.23% a year. In the 12 months to Jun 2026 the fund lost a net $46.9M, and assets reached $222.29M.
WSEFX Growth of $100
What $100 invested in Boston Trust Walden Equity Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Large Blend category average over the same months.
| Period | WSEFX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $125 | $118 |
| 3 years (Jul 2023 – Jun 2026) | $146 | $157 |
| 5 years (Jul 2021 – Jun 2026) | $155 | $161 |
| Since data start (Jul 2019 – Jun 2026) | $224 | $229 |
WSEFX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +10.64% |
| 1 year | +25.19% |
| 3 years (annualised) | +13.47% |
| 5 years (annualised) | +9.12% |
WSEFX Annual Returns
Calendar-year total returns of Boston Trust Walden Equity Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +10.64% |
| 2025 | +13.33% |
| 2024 | +9.82% |
| 2023 | +16.30% |
| 2022 | −13.55% |
| 2021 | +27.98% |
| 2020 | +13.29% |
| 2019 (Jul–Dec) | +11.50% |
WSEFX 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 | +1.6% | +0.4% | −5.5% | +8.7% | +2.8% | +2.7% | — | — | — | — | — | — |
| 2025 | +3.0% | −2.1% | −4.7% | −2.7% | +3.9% | +3.1% | +1.2% | +2.9% | +3.1% | +2.8% | +2.7% | −0.1% |
| 2024 | +0.8% | +2.4% | +2.2% | −4.1% | +3.0% | +1.5% | +1.6% | +2.1% | +0.9% | −1.6% | +4.3% | −3.3% |
| 2023 | +4.2% | −3.3% | +2.7% | +1.9% | −1.8% | +5.9% | +3.8% | −1.8% | −4.7% | −1.7% | +7.3% | +3.5% |
| 2022 | −5.6% | −3.2% | +3.2% | −7.5% | +0.8% | −7.0% | +8.3% | −3.1% | −8.6% | +8.8% | +6.5% | −4.8% |
| 2021 | −2.5% | +3.2% | +4.6% | +5.7% | +0.8% | +2.1% | +3.7% | +2.7% | −5.3% | +7.8% | −2.1% | +5.1% |
| 2020 | −1.0% | −9.2% | −11.7% | +10.1% | +4.6% | +0.7% | +5.3% | +6.6% | −2.5% | −1.9% | +10.4% | +3.8% |
| 2019 | — | — | — | — | — | — | +2.3% | −1.6% | +2.6% | +1.2% | +3.3% | +3.2% |
WSEFX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 11.23%
- 3-year Sharpe ratio: 0.80 (vs 4.5% risk-free rate)
- Best month: +8.69% (Apr 2026)
- Worst month: −5.46% (Mar 2026)
WSEFX Fund Flows
Monthly money in and out of Boston Trust Walden Equity Fund, from SEC Form N-PORT.
- 12-month net flow: −$46.9M
- 12-month gross sales (incl. reinvestments): $35.7M
- Sales ÷ redemptions: 0.43×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $502K | $4.2M | −$3.7M |
| May 2026 | $6.5M | $7.4M | −$831K |
| Apr 2026 | $591K | $1.8M | −$1.2M |
| Mar 2026 | $2.8M | $12.4M | −$9.5M |
| Feb 2026 | $6.2M | $2.3M | $4.0M |
| Jan 2026 | $491K | $2.9M | −$2.4M |
| Dec 2025 | $15.9M | $3.9M | $12.0M |
| Nov 2025 | $357K | $3.0M | −$2.6M |
| Oct 2025 | $645K | $27.3M | −$26.6M |
| Sep 2025 | $538K | $3.1M | −$2.6M |
| Aug 2025 | $670K | $11.1M | −$10.5M |
| Jul 2025 | $417K | $3.2M | −$2.8M |
WSEFX Assets Under Management
Net assets of Boston Trust Walden Equity Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $222.29M |
| 2026-03-31 | $198.75M |
| 2025-12-31 | $214.11M |
| 2025-09-30 | $242.89M |
| 2025-06-30 | $241.71M |
| 2025-03-31 | $246.61M |
| 2024-12-31 | $266.46M |
| 2024-09-30 | $277.84M |
| 2024-06-28 | $271.99M |
| 2024-03-28 | $274.83M |
| 2023-12-29 | $262.91M |
| 2023-09-30 | $252.88M |
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.