BOSOX Mutual Fund

BOSOX Mutual Fund

NAV$19.22
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Returns Overview

1 Month
+2.94%
3 Months
+0.16%
6 Months
+8.61%
YTD
+13.29%
1 Year
+17.28%
3 Years (annualized)
+12.20%
5 Years (annualized)
+4.73%
10 Years (annualized)
+10.25%

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)
+13.29%
Peer Avg (YTD)
+12.21%
vs Peers
+1.08%

BOSOX Mutual Fund Performance

BOSOX performance across multiple time periods: 1-month 2.94%, YTD 13.29%, 1-year 17.28%, 3-year 12.20%, 5-year 4.73%, 10-year 10.25%.

BOSOX returns outperform the peer average of 12.21% 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.