BOGSX Mutual Fund

BOGSX Mutual Fund

NAV$11.80
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Returns Overview

1 Month
+7.41%
3 Months
-4.04%
6 Months
+42.45%
YTD
+44.35%
1 Year
+47.33%
3 Years (annualized)
+23.27%
5 Years (annualized)
+10.11%
10 Years (annualized)
+16.17%

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
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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
S&P 500 EQUAL WEIGHTED Information Technology(^SP500EW-45:SP)
This Mutual Fund (YTD)
+44.35%
Peer Avg (YTD)
+16.41%
vs Peers
+27.94%

BOGSX Mutual Fund Performance

BOGSX performance across multiple time periods: 1-month 7.41%, YTD 44.35%, 1-year 47.33%, 3-year 23.27%, 5-year 10.11%, 10-year 16.17%.

BOGSX returns outperform the peer average of 16.41% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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