BOGSX Mutual Fund

NAV$11.55

Returns Overview

1 Month
+12.64%
3 Months
+30.89%
6 Months
+39.76%
YTD
+36.45%
1 Year
+59.28%
3 Years
+24.52%
5 Years
+14.93%
10 Years
+21.86%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would BOGSX 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 500 EQUAL WEIGHTED Information Technology(^SP500EW-45:SP)
This Mutual Fund (YTD)
+36.45%
Peer Avg (YTD)
+14.18%
vs Peers
+22.27%

BOGSX Mutual Fund Performance

BOGSX performance across multiple time periods: 1-month 12.64%, YTD 36.45%, 1-year 59.28%, 3-year 24.52%, 5-year 14.93%, 10-year 21.86%.

BOGSX returns outperform the peer average of 14.18% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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