BOYAX Mutual Fund

NAV$32.16

Returns Overview

1 Month
+0.78%
3 Months
+4.87%
6 Months
+4.59%
YTD
+3.03%
1 Year
+11.93%
3 Years
+11.86%
5 Years
+5.48%
10 Years
+7.69%

Risk Metrics (5-Year)

No risk data available for this ETF

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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P Composite 1500 Value Index(SPUSCV)
This Mutual Fund (YTD)
+3.03%
Peer Avg (YTD)
+5.12%
vs Peers
-2.09%

BOYAX Mutual Fund Performance

BOYAX performance across multiple time periods: 1-month 0.78%, YTD 3.03%, 1-year 11.93%, 3-year 11.86%, 5-year 5.48%, 10-year 7.69%.

BOYAX returns trail the peer average of 5.12% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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