Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BOYAX (BOYAR VALUE FUND INC BOYAR VALUE FUND INC) | 6.22% | 16.26% | 13.38% | 4.35% | 7.09% | 8.67% | 6.51% | … | … |
Data as of 06/05/2026, Common starting date is 12/30/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BOYAX (BOYAR VALUE FUND INC BOYAR VALUE FUND INC) | 12/30/1998 | 06/05/2026 |
| 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.55 | 16.26 | 13.38 | 4.35 | 7.09 | 8.67 | 6.51 | … | … | 6.22 | 12.40 | 11.40 | 14.14 | -20.16 | 18.13 | 2.42 | 19.15 | -7.50 | 15.96 | 7.04 | -0.07 | 12.47 | 29.76 | 20.15 | 0.17 | 18.05 | 26.61 | -38.95 | -4.70 | 19.81 | 0.05 | 5.82 | 25.90 | -11.91 | 15.28 | 4.65 | 14.24 | 0.66 |
| Sharpe Ratio | NA | 1.12 | 0.73 | 0.11 | 0.33 | NA | NA | … | … | 0.88 | 0.56 | 0.63 | 0.75 | -1.00 | 1.40 | 0.07 | 1.53 | -0.63 | 2.39 | 0.59 | -0.01 | 1.35 | 3.44 | 1.85 | 0.01 | 1.07 | 0.89 | -1.12 | -0.61 | 2.00 | -0.29 | 0.60 | 2.09 | -0.84 | 0.83 | 0.02 | 0.83 | NA |
| Standard Deviation(%) | NA | 11.93 | 14.31 | 16.00 | 16.48 | NA | NA | … | … | 13.52 | 17.05 | 12.33 | 14.15 | 21.70 | 12.94 | 30.46 | 11.54 | 14.16 | 6.44 | 11.61 | 13.44 | 9.24 | 8.65 | 10.96 | 21.31 | 16.84 | 29.65 | 35.45 | 12.96 | 8.25 | 7.55 | 8.00 | 12.03 | 15.58 | 15.72 | 17.73 | 13.09 | 0.00 |
| Draw Down(%) | NA | 8.64 | 17.66 | 29.90 | 33.02 | NA | NA | … | … | 8.64 | 17.04 | 8.26 | 14.80 | 28.86 | 7.06 | 33.02 | 8.09 | 17.28 | 2.68 | 10.13 | 10.73 | 6.08 | 3.65 | 7.73 | 20.96 | 15.97 | 30.56 | 49.74 | 11.82 | 6.87 | 6.38 | 8.73 | 9.87 | 21.92 | 15.37 | 11.28 | 10.69 | 0.00 |
| Yield(%) | 0.00 | 4.74 | 4.97 | 2.60 | 3.25 | 4.25 | 3.49 | … | … | 0.00 | 4.87 | 8.16 | 0.56 | 0.39 | 0.00 | 0.16 | 4.42 | 4.60 | 1.90 | 1.91 | 2.73 | 2.16 | 0.95 | 0.36 | 1.77 | 0.00 | 0.19 | 0.87 | 6.50 | 4.43 | 2.82 | 0.00 | 3.05 | 0.00 | 0.00 | 0.24 | 0.14 | 0.35 |
Data as of 06/05/2026, Common starting date is 12/30/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BOYAX (BOYAR VALUE FUND INC BOYAR VALUE FUND INC) |
-18.99%
Feb 2006 – Feb 2009 |
-10.77%
Feb 2004 – Feb 2009 |
-1.61%
Feb 1999 – Feb 2009 |
3.96%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BOYAX (BOYAR VALUE FUND INC BOYAR VALUE FUND INC) |
26.61%
Feb 2009 – Feb 2012 |
23.82%
Feb 2009 – Feb 2014 |
15.29%
Feb 2009 – Feb 2019 |
11.73%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart