BOYAX Mutual Fund

NAV$35.11

Returns Overview

1 Month
+0.44%
3 Months
+2.31%
6 Months
+7.30%
YTD
+5.41%
1 Year
+15.92%
3 Years
+14.17%
5 Years
+4.35%
10 Years
+7.29%

Risk Metrics (1-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)
+5.41%
Peer Avg (YTD)
+7.14%
vs Peers
-1.73%

BOYAX Mutual Fund Performance

BOYAX performance across multiple time periods: 1-month 0.44%, YTD 5.41%, 1-year 15.92%, 3-year 14.17%, 5-year 4.35%, 10-year 7.29%.

BOYAX returns trail the peer average of 7.14% 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.