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 Return17.4%18.5%22.9%23.5%
Average S&P 500 Annualized Return12.7%13.5%15.1%16.6%
Average Boyar Research Annualized Outperformance4.7%5.1%7.8%6.9%

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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 Return25.6%29.0%31.4%24.3%
Average Microcap Benchmark Annualized Return11.0%12.2%12.3%14.4%
Average Boyar Research Annualized Outperformance14.6%16.9%19.1%7.2%

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Performance Statistics

Asset Analysis Focus

  • While ideas profiled in Asset Analysis Focus outperformed the benchmark over a 1,3,5, and 7-year period, the annualized outperformance was greatest over the 5 and 7-year time horizons, demonstrating our commitment to finding long-term value.
  • 56% of ideas outperformed the index over a 3-year period. Those ideas generated an average annualized outperformance of 21% versus the benchmark.
  • 50% of ideas outperformed the index over a 5-year period. Those ideas generated an average annualized outperformance of 24% versus the benchmark.
  • Over a 7-year period, the average annualized gain on ideas that generated positive returns was 26%, while the average annualized loss on ideas that generated negative returns was just 8%.

Boyar's Micro Cap Focus

  • 15% of the companies featured in Boyar's Micro Cap Focus were acquired within 3 years of publication.
  • 30% of the companies featured in Boyar's Micro Cap Focus have ultimately been acquired.
  • The average outperformance of outperforming ideas was 27% on an annualized basis over a 7-year period.