BOSYX Mutual Fund

BOSYX Mutual Fund

NAV$17.15
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Returns Overview

1 Month
+3.26%
3 Months
-4.55%
6 Months
-1.12%
YTD
+13.84%
1 Year
+16.46%
3 Years (annualized)
+15.94%
5 Years (annualized)
+5.84%
10 Years (annualized)
+9.50%

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
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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)
+13.84%
Peer Avg (YTD)
+12.21%
vs Peers
+1.63%

BOSYX Mutual Fund Performance

BOSYX performance across multiple time periods: 1-month 3.26%, YTD 13.84%, 1-year 16.46%, 3-year 15.94%, 5-year 5.84%, 10-year 9.50%.

BOSYX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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