BOSOX Mutual Fund

NAV$19.46

Returns Overview

1 Month
+8.06%
3 Months
+17.40%
6 Months
+14.78%
YTD
+13.95%
1 Year
+14.36%
3 Years (annualized)
+9.51%
5 Years (annualized)
+6.46%
10 Years (annualized)
+10.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BOSOX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+13.95%
Peer Avg (YTD)
+18.52%
vs Peers
-4.57%

BOSOX Mutual Fund Performance

BOSOX performance across multiple time periods: 1-month 8.06%, YTD 13.95%, 1-year 14.36%, 3-year 9.51%, 5-year 6.46%, 10-year 10.59%.

BOSOX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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