Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BOSVX (OMNI SMALL-CAP VALUE FUND CLASS N) | 19.24% | 44.31% | 20.11% | 5.44% | 9.04% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/01/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BOSVX (OMNI SMALL-CAP VALUE FUND CLASS N) | 09/01/2011 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.23 | 44.31 | 20.11 | 5.44 | 9.04 | NA | NA | … | … | 19.24 | 9.77 | 4.21 | 18.46 | -20.09 | 44.56 | 0.83 | 13.89 | -17.07 | 5.91 | 34.51 | -6.63 | 1.13 | 44.19 | 17.74 | 6.91 |
| Sharpe Ratio | NA | 2.14 | 0.75 | 0.13 | 0.29 | NA | NA | … | … | 2.69 | 0.30 | 0.03 | 0.64 | -0.68 | 1.79 | 0.01 | 0.69 | -1.09 | 0.38 | 1.86 | -0.41 | 0.07 | 2.88 | 0.95 | 0.52 |
| Standard Deviation(%) | NA | 18.59 | 22.27 | 24.58 | 26.06 | NA | NA | … | … | 17.62 | 23.36 | 21.78 | 23.25 | 31.87 | 24.84 | 49.94 | 17.91 | 17.05 | 13.83 | 18.48 | 16.25 | 16.73 | 15.34 | 18.71 | 43.10 |
| Draw Down(%) | NA | 8.27 | 28.71 | 35.57 | 57.11 | NA | NA | … | … | 8.27 | 24.29 | 11.30 | 20.73 | 26.24 | 13.48 | 49.81 | 18.47 | 28.86 | 11.35 | 13.62 | 15.15 | 14.67 | 6.29 | 15.76 | 15.24 |
| Yield(%) | 0.00 | 11.01 | 10.57 | 5.26 | 6.09 | 7.96 | 5.97 | … | … | 0.00 | 10.03 | 9.30 | 9.30 | 1.42 | 2.60 | 1.21 | 1.10 | 7.72 | 6.56 | 1.21 | 0.93 | 5.20 | 9.58 | 2.72 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/01/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BOSVX (OMNI SMALL-CAP VALUE FUND CLASS N) |
-15.71%
Mar 2017 – Mar 2020 |
-6.42%
Mar 2015 – Mar 2020 |
4.26%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BOSVX (OMNI SMALL-CAP VALUE FUND CLASS N) |
24.66%
Mar 2020 – Mar 2023 |
17.26%
Mar 2020 – Mar 2025 |
12.34%
Oct 2011 – Oct 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart