BOGIX Mutual Fund

NAV$39.18

Returns Overview

1 Month
+8.35%
3 Months
+24.97%
6 Months
+30.82%
YTD
+29.92%
1 Year
+43.19%
3 Years (annualized)
+17.62%
5 Years (annualized)
+14.66%
10 Years (annualized)
+18.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BOGIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+29.92%
Peer Avg (YTD)
+18.52%
vs Peers
+11.39%

BOGIX Mutual Fund Performance

BOGIX performance across multiple time periods: 1-month 8.35%, YTD 29.92%, 1-year 43.19%, 3-year 17.62%, 5-year 14.66%, 10-year 18.00%.

BOGIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

BOGIX performance comparison shows side-by-side returns with another fund. BOGIX alternatives are available in the Mutual Fund Screener.