BOYAX Mutual Fund

BOYAX Mutual Fund

NAV$36.10
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Returns Overview

1 Month
+3.54%
3 Months
+7.43%
6 Months
+10.28%
YTD
+12.74%
1 Year
+17.24%
3 Years (annualized)
+12.56%
5 Years (annualized)
+6.19%
10 Years (annualized)
+7.82%

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
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📉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
S&P Composite 1500 Value Index(SPUSCV)
This Mutual Fund (YTD)
+12.74%
Peer Avg (YTD)
+11.41%
vs Peers
+1.33%

BOYAX Mutual Fund Performance

BOYAX performance across multiple time periods: 1-month 3.54%, YTD 12.74%, 1-year 17.24%, 3-year 12.56%, 5-year 6.19%, 10-year 7.82%.

BOYAX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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