OBIIX Mutual Fund

NAV$12.05

Returns Overview

1 Month
-2.98%
3 Months
-1.63%
6 Months
-3.14%
YTD
+4.78%
1 Year
+12.95%
3 Years (annualized)
+16.01%
5 Years (annualized)
-0.57%
10 Years (annualized)
+7.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OBIIX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade 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 World EX US Small Cap Growth Index(MGSUWXUN)
This Mutual Fund (YTD)
+4.78%
Peer Avg (YTD)
+8.36%
vs Peers
-3.57%

OBIIX Mutual Fund Performance

OBIIX performance across multiple time periods: 1-month -2.98%, YTD 4.78%, 1-year 12.95%, 3-year 16.01%, 5-year -0.57%, 10-year 7.88%.

OBIIX returns trail the peer average of 8.36% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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