OBBCX Mutual Fund

NAV$10.22

Returns Overview

1 Month
-0.91%
3 Months
-0.21%
6 Months
+1.10%
YTD
+2.62%
1 Year
+5.75%
3 Years (annualized)
+1.59%
5 Years (annualized)
-0.19%
10 Years (annualized)
+1.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OBBCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US MBS Index(BBGUSMBSI)
This Mutual Fund (YTD)
+2.62%
Peer Avg (YTD)
+6.79%
vs Peers
-4.17%

OBBCX Mutual Fund Performance

OBBCX performance across multiple time periods: 1-month -0.91%, YTD 2.62%, 1-year 5.75%, 3-year 1.59%, 5-year -0.19%, 10-year 1.19%.

OBBCX returns trail the peer average of 6.79% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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