BOGSX Mutual Fund

NAV$11.13

Returns Overview

1 Month
+10.24%
3 Months
+48.44%
6 Months
+51.90%
YTD
+50.43%
1 Year
+63.72%
3 Years (annualized)
+25.66%
5 Years (annualized)
+15.99%
10 Years (annualized)
+23.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BOGSX 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
S&P 500 EQUAL WEIGHTED Information Technology(^SP500EW-45:SP)
This Mutual Fund (YTD)
+50.43%
Peer Avg (YTD)
+16.06%
vs Peers
+34.36%

BOGSX Mutual Fund Performance

BOGSX performance across multiple time periods: 1-month 10.24%, YTD 50.43%, 1-year 63.72%, 3-year 25.66%, 5-year 15.99%, 10-year 23.16%.

BOGSX returns outperform the peer average of 16.06% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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