We believe our longevity coupled with our long-term
track record speaks to the quality of our work.
Boyar Research & Boyar Micro Cap Focus
Performance of Stocks Profiled by Boyar Research's All-Cap Publication Asset Analysis Focus
| 1 Yr. | 3 Yr. | 5 Yr. | 7 Yr. | |
| Average Boyar Research Annualized Return | 17.1% | 15.8% | 19.7% | 19.8% |
| Average S&P 500 Annualized Return | 14.1% | 13.7% | 14.5% | 15.4% |
| Average Boyar Research Annualized Outperformance | 3.0% | 2.1% | 5.2% | 4.4% |
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Performance of Stocks Profiled by Boyar's Micro Cap Focus
| 1 Yr. | 3 Yr. | 5 Yr. | 7 Yr. | |
| Average Boyar Research Annualized Return | 26.2% | 25.8% | 27.4% | 19.1% |
| Average Microcap Benchmark Annualized Return | 13.3% | 10.6% | 11.6% | 11.4% |
| Average Boyar Research Annualized Outperformance | 12.9% | 15.2% | 15.7% | 7.8% |
Performance Statistics
Asset Analysis Focus
- Approximately 1 in 2 ideas outperformed the index over a 1-, 3-, and 5-year period.
- The average outperformance of "winners" was 26%, 21%, 24%, and 21% for 1, 3, and 7-year time horizons.
- 3) Annualized outperformance relative to the benchmark is highest over 5 years (6.4% outperformance), demonstrating our long-term oriented outlook.
Boyar's Micro Cap Focus
- ~1/3 of ideas profiled in Boyar’s Micro Cap Focus were acquired.
- 52% of all the ideas profiled outperformed the index.
- The average outperformance (annualized) among stocks featured was 41%, 32%, 41%, and 27% on a 1, 3, 5, and 7 year basis.
