# Boston Trust Asset Management (BTBFX)

> Source: Nexqual · https://nexqual.com/BTBFX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, Boston Trust Asset Management (BTBFX), nexqual.com/BTBFX" · informational, not investment advice.

**Price:** USD 64.58 (-0.65% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 65 · day 64.58–64.58 · 52w 56.35–66.95 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +9.8% vs S&P 500 +13.4%; 5Y +31.9% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +9.8% | +31.9% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +9.8% | +5.7% |
| Volatility (annualized) | 8.0% | 11.6% |
| Max drawdown | -6.7% (Feb 2026→Mar 2026) | -20.7% (Dec 2021→Sep 2022) |

## Peers
WSBFX (Boston Trust Walden Balanced Fu) USD 24.65 -0.56% · BTMFX (Boston Trust Midcap Fund) USD 25.87 -0.54% · BTEFX (Boston Trust Equity Fund) USD 50.26 -0.79% · BOSOX (Boston Trust Walden Small Cap F) USD 18.92 -0.11% · AWEIX (CIBC Atlas Disciplined Equity F) USD 32.05 +0.00%

## More
Full page: https://nexqual.com/BTBFX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt