BOYAX Mutual Fund

BOYAX Mutual Fund

NAV$35.35
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Returns Overview

1 Month
-5.79%
3 Months
-1.82%
6 Months
+9.69%
YTD
+6.91%
1 Year
+7.57%
3 Years (annualized)
+14.76%
5 Years (annualized)
+5.69%
10 Years (annualized)
+7.92%

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
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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)
+6.91%
Peer Avg (YTD)
+10.00%
vs Peers
-3.09%

BOYAX Mutual Fund Performance

BOYAX performance across multiple time periods: 1-month -5.79%, YTD 6.91%, 1-year 7.57%, 3-year 14.76%, 5-year 5.69%, 10-year 7.92%.

BOYAX returns trail the peer average of 10.00% 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.