BOSCX Mutual Fund

NAV$15.41

Returns Overview

1 Month
-2.10%
3 Months
+6.57%
6 Months
+13.64%
YTD
+19.92%
1 Year
+30.85%
3 Years (annualized)
+11.85%
5 Years (annualized)
+4.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BOSCX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+19.92%
Peer Avg (YTD)
+18.52%
vs Peers
+1.40%

BOSCX Mutual Fund Performance

BOSCX performance across multiple time periods: 1-month -2.10%, YTD 19.92%, 1-year 30.85%, 3-year 11.85%, 5-year 4.72%.

BOSCX returns outperform the peer average of 18.52% YTD. With an expense ratio of 2.26%, investors should weigh costs against performance when evaluating this mutual fund.

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