BOSYX Mutual Fund

BOSYX Mutual Fund

NAV$16.35
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Returns Overview

1 Month
-6.61%
3 Months
-10.71%
6 Months
+7.05%
YTD
+10.24%
1 Year
+11.65%
3 Years (annualized)
+10.88%
5 Years (annualized)
+5.41%
10 Years (annualized)
+9.74%

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)
+10.24%
Peer Avg (YTD)
+10.34%
vs Peers
-0.10%

BOSYX Mutual Fund Performance

BOSYX performance across multiple time periods: 1-month -6.61%, YTD 10.24%, 1-year 11.65%, 3-year 10.88%, 5-year 5.41%, 10-year 9.74%.

BOSYX returns trail the peer average of 10.34% 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.