BTBFX
Price:
$66.8
Market Cap:
$567.79M
The fund will invest in a diversified portfolio of stocks, bonds and money market instruments, with at least 20% of the fund's assets invested in each of the following categories: (i) domestic and foreign equity securities, such as common stock and (ii) fixed-income securities, such as U.S. government and agency securities, corporate bonds, money market funds, and cash.
Industry
Asset Management
IPO Date
1996-06-20
Stock Exchange
NASDAQ
Ticker
BTBFX
According to Boston Trust Asset Management Fund’s latest financial reports and current stock price. The company's current ROE is 8.52%. This represents a change of 270.48% compared to the average of 2.30% of the last 4 quarters.
The mean historical ROE of Boston Trust Asset Management Fund over the last ten years is 7.10%. The current 8.52% ROE has changed 19.99% with respect to the historical average. Over the past ten years (40 quarters), BTBFX's ROE was at its highest in in the September 2023 quarter at 2.67%. The ROE was at its lowest in in the June 2014 quarter at 0%.
Average
7.10%
Median
4.40%
Minimum
-3.78%
Maximum
33.87%
Discovering the peaks and valleys of Boston Trust Asset Management Fund ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.
Maximum Annual Increase = 1.19%
Maximum Annual ROE = 33.87%
Minimum Annual Increase = -889.74%
Minimum Annual ROE = -3.78%
| Year | ROE | Change |
|---|---|---|
| 2023 | 8.14% | 122.87% |
| 2022 | 3.65% | -38.35% |
| 2021 | 5.93% | -889.74% |
| 2020 | -0.75% | -102.22% |
| 2019 | 33.87% | 76.86% |
| 2018 | 19.15% | 1.19% |
| 2017 | 1.48% | -71.22% |
| 2016 | 5.15% | -236.28% |
| 2015 | -3.78% | 105.19% |
| 2014 | -1.84% | -0.40% |
The current ROE of Boston Trust Asset Management Fund (BTBFX) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages
3-year avg
5.91%
5-year avg
10.17%
10-year avg
7.10%
Boston Trust Asset Management Fund’s ROE is less than Leuthold Core Investment Fund Class Institutional (17.93%), greater than Baron WealthBuilder Fund Retail Shares (0%), greater than Integrity Dividend Harvest Fund Class A (0%), less than Invesco Trust for Investment Grade Municipals (3.34%), greater than Value Line Capital Appreciation Fund, Inc. Investor Class (0%), greater than Value Line Capital Appreciation Fund, Inc. Institutional Class (0%), greater than Virtus NFJ Mid Cap Value Fund Class A (0%), greater than Virtus NFJ Mid Cap Value Fund Institutional Class (0%), greater than YCG Enhanced (0%), greater than SEI Institutional Managed Trust - U.S. Managed Volatility Fund (0%),
| Company | ROE | Market cap |
|---|---|---|
| 17.93% | $566.69M | |
| 0% | $554.71M | |
| 0% | $564.16M | |
| 3.34% | $560.76M | |
| 0% | $532.89M | |
| 0% | $531.51M | |
| 0% | $569.51M | |
| 0% | $568.45M | |
| 0% | $571.54M | |
| 0% | $572.49M |
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What is Boston Trust Asset Management Fund's ROE?
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What is the 3-year average ROE for Boston Trust Asset Management Fund (BTBFX)?
What is the 5-year average ROE for Boston Trust Asset Management Fund (BTBFX)?
How does the current ROE for Boston Trust Asset Management Fund (BTBFX) compare to its historical average?