OBEGX Mutual Fund

NAV$38.07

Returns Overview

1 Month
-4.71%
3 Months
+0.45%
6 Months
+18.01%
YTD
+21.09%
1 Year
+42.13%
3 Years (annualized)
+19.13%
5 Years (annualized)
+6.15%
10 Years (annualized)
+13.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OBEGX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI Small Cap Index(^MSACWSC)
This Mutual Fund (YTD)
+21.09%
Peer Avg (YTD)
+9.16%
vs Peers
+11.93%

OBEGX Mutual Fund Performance

OBEGX performance across multiple time periods: 1-month -4.71%, YTD 21.09%, 1-year 42.13%, 3-year 19.13%, 5-year 6.15%, 10-year 13.40%.

OBEGX returns outperform the peer average of 9.16% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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