BOSVX Mutual Fund

BOSVX Mutual Fund

NAV$22.22
See how much of BOSVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.70%
3 Months
-4.41%
6 Months
+9.71%
YTD
+18.78%
1 Year
+25.40%
3 Years (annualized)
+14.82%
5 Years (annualized)
+10.08%
10 Years (annualized)
+10.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BOSVX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+18.78%
Peer Avg (YTD)
+10.34%
vs Peers
+8.44%

BOSVX Mutual Fund Performance

BOSVX performance across multiple time periods: 1-month -4.70%, YTD 18.78%, 1-year 25.40%, 3-year 14.82%, 5-year 10.08%, 10-year 10.40%.

BOSVX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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