OBOCX Mutual Fund

NAV$10.24

Returns Overview

1 Month
-1.35%
3 Months
-1.63%
6 Months
-2.75%
YTD
-2.66%
1 Year
+2.78%
3 Years (annualized)
+3.50%
5 Years (annualized)
-0.42%
10 Years (annualized)
+0.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OBOCX 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 Index
This Mutual Fund (YTD)
-2.66%
Peer Avg (YTD)
+3.23%
vs Peers
-5.89%

OBOCX Mutual Fund Performance

OBOCX performance across multiple time periods: 1-month -1.35%, YTD -2.66%, 1-year 2.78%, 3-year 3.50%, 5-year -0.42%, 10-year 0.98%.

OBOCX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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