BOSOX Mutual Fund

BOSOX Mutual Fund

NAV$19.11
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Returns Overview

1 Month
-0.74%
3 Months
+8.44%
6 Months
+9.70%
YTD
+13.11%
1 Year
+15.04%
3 Years (annualized)
+7.70%
5 Years (annualized)
+6.07%
10 Years (annualized)
+9.86%

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
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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)
+13.11%
Peer Avg (YTD)
+15.31%
vs Peers
-2.20%

BOSOX Mutual Fund Performance

BOSOX performance across multiple time periods: 1-month -0.74%, YTD 13.11%, 1-year 15.04%, 3-year 7.70%, 5-year 6.07%, 10-year 9.86%.

BOSOX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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