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Performance analysis of Boston Omaha (BOC)

Annual Return

Over the past 3 years, BOC has had an average annual return of -12.52%, underperforming the benchmark SPY, which returned +22.45% annual.

Over the past 5 years, BOC has had an average annual return of -15.35%, underperforming the benchmark SPY, which returned +13.88% annual.

Since Jun 16, 2017, BOC has had an average annual return of +0.14%, underperforming the benchmark SPY, which returned +15.24% annual.

2026202520242023202220212020201920182017
+8.05%-12.76%-9.86%-40.64%-7.76%+3.91%+31.42%-10.09%-27.76%+145.38%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026-1.29%+1.15%-5.43%+2.92%+7.16%+3.76%+8.05%
2025+2.54%-2.06%+2.38%+6.52%-5.35%-4.49%-4.20%-0.81%-1.95%-2.76%-2.27%-0.49%-12.76%
2024-1.53%+5.94%-5.79%-0.13%-5.38%-7.87%+9.21%-2.78%+4.06%-0.74%+3.45%-7.14%-9.86%
2023-0.19%-8.92%-1.74%-13.56%-6.74%-1.36%+3.72%-9.43%-7.29%-13.18%+1.90%+8.48%-40.64%
2022-8.15%+6.07%-9.36%-17.86%+4.85%-5.49%+18.16%+9.96%-14.12%+20.96%+2.80%-7.51%-7.76%
2021-1.27%+53.77%-29.59%-5.21%+9.42%+3.43%+3.15%+9.29%+8.48%-8.59%-19.18%+0.28%+3.91%
2020-4.08%-3.57%-6.93%-10.39%+0.56%-1.97%-0.63%+2.58%-1.90%-0.12%+45.06%+19.28%+31.42%
2019+8.08%-1.23%-0.16%-5.57%+2.46%-4.06%-8.64%-3.17%-3.17%+13.26%-5.03%-1.36%-10.09%
2018-36.43%+21.32%-12.49%-1.88%+11.89%-12.21%-5.27%+30.06%+15.18%-7.43%-11.24%-4.77%-27.76%
2017-0.11%-0.27%+8.36%+8.77%+14.45%+23%+48.45%+145.38%

Drawdown analysis of Boston Omaha (BOC)

The maximum drawdown for the BOC was -76.58%, occurring on May 15, 2026. This drawdown has not yet recovered.

The current BOC drawdown is -71.70%.

Since Jun 16, 2017 BOC has experienced the following drawdowns:

  • 50% or more: 2 times
  • 40% or more: 2 times
  • 30% or more: 2 times
  • 20% or more: 2 times
  • 10% or more: 3 times
DepthStartTo BottomBottomTo RecoverEndTotal
-76.58%Feb 22, 20211314May 15, 2026OngoingOngoingOngoing
-60.53%Dec 27, 2017556Mar 16, 2020223Feb 2, 2021779
-10.97%Sep 14, 20171Sep 15, 201731Oct 30, 201732
-6.85%Aug 15, 20173Aug 18, 20172Aug 22, 20175
-5.47%Nov 8, 20174Nov 14, 20174Nov 20, 20178
-5.01%Aug 22, 20177Aug 31, 20173Sep 6, 201710
-4.86%Dec 11, 20172Dec 13, 20177Dec 22, 20179
-4.17%Jun 21, 20175Jun 28, 201732Aug 14, 201737
-3.17%Nov 20, 20171Nov 21, 20171Nov 22, 20172
-3.12%Dec 5, 20171Dec 6, 20171Dec 7, 20172
-3.02%Nov 27, 20173Nov 30, 20172Dec 4, 20175
-2.84%Feb 9, 20212Feb 11, 20212Feb 16, 20214
-2.58%Jun 19, 20171Jun 20, 20171Jun 21, 20172
-2.06%Sep 6, 20172Sep 8, 20171Sep 11, 20173
-1.92%Nov 1, 20171Nov 2, 20171Nov 3, 20172
-0.49%Nov 3, 20172Nov 7, 20171Nov 8, 20173
-0.10%Feb 4, 20211Feb 5, 20211Feb 8, 20212