BOGIX Mutual Fund

BOGIX Mutual Fund

NAV$37.29
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Returns Overview

1 Month
-0.86%
3 Months
+3.55%
6 Months
+14.45%
YTD
+24.16%
1 Year
+25.51%
3 Years (annualized)
+15.97%
5 Years (annualized)
+14.17%
10 Years (annualized)
+16.66%

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)
+24.16%
Peer Avg (YTD)
+15.20%
vs Peers
+8.96%

BOGIX Mutual Fund Performance

BOGIX performance across multiple time periods: 1-month -0.86%, YTD 24.16%, 1-year 25.51%, 3-year 15.97%, 5-year 14.17%, 10-year 16.66%.

BOGIX returns outperform the peer average of 15.20% 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.