BOSCX Mutual Fund

BOSCX Mutual Fund

NAV$15.30
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Returns Overview

1 Month
-3.55%
3 Months
+3.25%
6 Months
+12.32%
YTD
+18.52%
1 Year
+24.74%
3 Years (annualized)
+8.75%
5 Years (annualized)
+4.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BOSCX 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
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📉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 Value Index(^RUJ)
This Mutual Fund (YTD)
+18.52%
Peer Avg (YTD)
+15.31%
vs Peers
+3.21%

BOSCX Mutual Fund Performance

BOSCX performance across multiple time periods: 1-month -3.55%, YTD 18.52%, 1-year 24.74%, 3-year 8.75%, 5-year 4.77%.

BOSCX returns outperform the peer average of 15.31% YTD. With an expense ratio of 2.26%, investors should weigh costs against performance when evaluating this mutual fund.

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