OBDCX Mutual Fund

NAV$7.18

Returns Overview

1 Month
-1.51%
3 Months
-1.64%
6 Months
-2.71%
YTD
-2.58%
1 Year
+3.92%
3 Years (annualized)
+4.23%
5 Years (annualized)
-0.05%
10 Years (annualized)
+1.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OBDCX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.58%
Peer Avg (YTD)
+1.76%
vs Peers
-4.34%

OBDCX Mutual Fund Performance

OBDCX performance across multiple time periods: 1-month -1.51%, YTD -2.58%, 1-year 3.92%, 3-year 4.23%, 5-year -0.05%, 10-year 1.37%.

OBDCX returns trail the peer average of 1.76% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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