BOGIX Mutual Fund

BOGIX Mutual Fund

NAV$36.98
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Returns Overview

1 Month
-3.60%
3 Months
+5.87%
6 Months
+20.09%
YTD
+25.24%
1 Year
+36.96%
3 Years (annualized)
+14.54%
5 Years (annualized)
+8.88%
10 Years (annualized)
+11.49%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+25.24%
Peer Avg (YTD)
+15.31%
vs Peers
+9.93%

BOGIX Mutual Fund Performance

BOGIX performance across multiple time periods: 1-month -3.60%, YTD 25.24%, 1-year 36.96%, 3-year 14.54%, 5-year 8.88%, 10-year 11.49%.

BOGIX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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