Investor Boyar Asset Management Inc.

Investor Performance

Boyar Asset Management Inc. investor performance is calculated on a quarterly basis. To calculate this, we calculate the cost basis of added positions in each quarter and use that to calculate the total profit and returns for each quarter. In addition to quarterly performance, we show annualized performance and the institution's (Boyar Asset Management Inc.) Internal Rate of Return (IRR). The IRR is equivalent to the Compound Annualized Growth Rate (CAGR).

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Reporting
Period		 Starting
Portfolio Value		 Ending
Portfolio Value		 Change in
Portfolio Value		 Value of
Bought/Sold		 Gross
Profit (Loss)		 Quarterly
Return %
2025-06-30 137,875 152,817
2025-03-31 151,584 137,875
2024-12-31 155,322 151,584
2024-09-30 145,758 155,322
2024-06-30 153,322 145,758
2024-03-31 133,245 153,322
2023-12-31 127,363 133,245
2023-09-30 135,170 127,363
2023-06-30 129,648 135,170
2023-03-31 122,640 129,648
2022-12-31 120,866 122,640
2022-09-30 121,149 121,421
2022-06-30 155,699 121,149
2022-03-31 165,982 155,699
2021-12-31 151,814 165,982
2021-09-30 155,226 151,814
2021-06-30 147,873 155,226
2021-03-31 132,619 147,873
2020-12-31 119,089 132,619
2020-09-30 108,035 119,089
2020-06-30 89,318 108,035
2020-03-31 138,456 89,318
2019-12-31 131,766 138,456
2019-09-30 135,394 131,766
2019-06-30 132,976 135,394
2019-03-31 121,383 132,976
2018-12-31 146,826 121,383
2018-09-30 135,998 146,826
2018-06-30 137,555 135,998
2018-03-31 140,558 137,555
2017-12-31 133,881 140,558
2017-09-30 136,068 133,881
2017-06-30 135,896 136,068
2017-03-31 99,921 135,896
2016-12-31 126,684 99,921
2016-09-30 126,100 126,684
2016-06-30 127,415 126,100
2016-03-31 125,760 127,415
2015-12-31 117,553 125,760
2015-09-30 130,364 117,054
2015-06-30 130,427 130,723
2015-03-31 127,911 130,678
2014-12-31 129,599 127,911
2014-09-30 125,794 129,599
2014-06-30 122,683 125,794
2014-03-31 120,401 122,683
2013-12-31 104,344 120,401
2013-09-30 100,309 104,344
2013-06-30 100,309