OBCHX Mutual Fund

NAV$11.54

Returns Overview

1 Month
-11.57%
3 Months
-2.37%
6 Months
+5.39%
YTD
+20.08%
1 Year
+61.61%
3 Years (annualized)
+28.13%
5 Years (annualized)
+1.50%
10 Years (annualized)
+11.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OBCHX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI China Index (Net)
This Mutual Fund (YTD)
+20.08%
Peer Avg (YTD)
+4.01%
vs Peers
+16.08%

OBCHX Mutual Fund Performance

OBCHX performance across multiple time periods: 1-month -11.57%, YTD 20.08%, 1-year 61.61%, 3-year 28.13%, 5-year 1.50%, 10-year 11.18%.

OBCHX returns outperform the peer average of 4.01% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

OBCHX performance comparison shows side-by-side returns with another fund. OBCHX alternatives are available in the Mutual Fund Screener.