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 Return18.70%19.00%23.20%24.40%
Average S&P 500 Annualized Return13.10%13.50%15.40%16.80%
Average Boyar Research Annualized Outperformance5.60%5.50%7.80%7.70%

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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 Return26.30%30.00%32.50%22.70%
Average Russell Microcap Value Annualized Return12.10%12.30%12.30%13.00%
Average Boyar Research Annualized Outperformance14.20%17.80%20.20%9.70%

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Performance Statistics

Asset Analysis Focus

  • A significant percentage of the companies profiled in Asset Analysis Focus have ultimately been acquired
  • Stocks profiled in Asset Analysis Focus since 2009 have outperformed the S&P 500 by an average of 5.4% 1 year from the date of publication
  • Stocks profiled in Asset Analysis Focus since 2009 have outperformed the S&P 500 by an average of 6.2% on an annualized basis 3 years from the date of publication
  • Stocks profiled in Asset Analysis Focus since 2009 have outperformed the S&P 500 by an average of 8.8% on an annualized basis 5 years from the date of publication
  • Stocks profiled in Asset Analysis Focus since 2009 have outperformed the S&P 500 by an average of 8.0% on an annualized basis 7 years from the date of publication

Boyar's Micro Cap Focus

  • 15% of the companies featured in Boyar’s Micro Cap Focus were acquired within 3 years of inception.
  • 30% of the companies featured in Boyar’s Micro Cap Focus have ultimately been acquired.
  • 65%, 74%, 62%, and 63% of the companies profiled in Boyar’s Micro Cap Focus outperformed the Russel Microcap Value Index on a 1, 3, 5, and 7 year time horizon.