OBSOX Mutual Fund

NAV$36.44

Returns Overview

1 Month
-10.18%
3 Months
+5.11%
6 Months
+20.58%
YTD
+25.09%
1 Year
+59.38%
3 Years (annualized)
+24.51%
5 Years (annualized)
+21.85%
10 Years (annualized)
+25.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OBSOX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+25.09%
Peer Avg (YTD)
+18.52%
vs Peers
+6.57%

OBSOX Mutual Fund Performance

OBSOX performance across multiple time periods: 1-month -10.18%, YTD 25.09%, 1-year 59.38%, 3-year 24.51%, 5-year 21.85%, 10-year 25.87%.

OBSOX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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