Performance


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 Return18.0%15.9%19.9%21.4%
Average S&P 500 Annualized Return14.4%13.5%15.0%16.0%
Average Boyar Research Annualized Outperformance3.6%2.4%4.9%5.3%

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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 Return26.2%25.8%27.4%19.1%
Average Microcap Benchmark Annualized Return13.3%10.6%11.6%11.4%
Average Boyar Research Annualized Outperformance12.9%15.2%15.7%7.8%

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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.