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 Return16.4%18.4%21.6%20.8%
Average S&P 500 Annualized Return12.4%13.2%14.5%16.1%
Average Boyar Research Annualized Outperformance3.9%5.2%7.1%4.7%

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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 companies that beat the benchmark was 25%, 22%, 24%, and 21% for 1, 3, 5, and 7 year time horizons
  • Annualized performance relative to the benchmark are highest over five years at 7.1% average annualized 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.