BOSYX Mutual Fund

BOSYX Mutual Fund

NAV$17.99
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Returns Overview

1 Month
+6.62%
3 Months
+19.89%
6 Months
+24.74%
YTD
+23.47%
1 Year
+32.26%
3 Years (annualized)
+13.01%
5 Years (annualized)
+5.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BOSYX 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
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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)
+23.47%
Peer Avg (YTD)
+18.52%
vs Peers
+4.95%

BOSYX Mutual Fund Performance

BOSYX performance across multiple time periods: 1-month 6.62%, YTD 23.47%, 1-year 32.26%, 3-year 13.01%, 5-year 5.88%.

BOSYX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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