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 Return16.0%16.7%20.7%20.6%
Average S&P 500 Annualized Return12.5%13.0%14.3%16.0%
Average Boyar Research Annualized Outperformance3.5%3.6%6.4%4.6%

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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 Return17.8%28.1%28.4%21.5%
Average Microcap Benchmark Annualized Return8.1%10.5%11.3%13.1%
Average Boyar Research Annualized Outperformance9.6%17.7%17.1%8.3%

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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.