BOYAX Mutual Fund

NAV$37.75

Returns Overview

1 Month
+3.31%
3 Months
+11.73%
6 Months
+9.13%
YTD
+8.89%
1 Year
+13.34%
3 Years (annualized)
+13.10%
5 Years (annualized)
+5.22%
10 Years (annualized)
+7.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BOYAX 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
S&P Composite 1500 Value Index(SPUSCV)
This Mutual Fund (YTD)
+8.89%
Peer Avg (YTD)
+9.49%
vs Peers
-0.60%

BOYAX Mutual Fund Performance

BOYAX performance across multiple time periods: 1-month 3.31%, YTD 8.89%, 1-year 13.34%, 3-year 13.10%, 5-year 5.22%, 10-year 7.70%.

BOYAX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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