OBCHX Mutual Fund

OBCHX Mutual Fund

NAV$10.61
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Returns Overview

1 Month
-11.19%
3 Months
-11.41%
6 Months
-12.61%
YTD
+8.22%
1 Year
+6.11%
3 Years (annualized)
+19.11%
5 Years (annualized)
-1.85%
10 Years (annualized)
+7.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OBCHX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI China Index (Net)
This Mutual Fund (YTD)
+8.22%
Peer Avg (YTD)
-0.05%
vs Peers
+8.27%

OBCHX Mutual Fund Performance

OBCHX performance across multiple time periods: 1-month -11.19%, YTD 8.22%, 1-year 6.11%, 3-year 19.11%, 5-year -1.85%, 10-year 7.28%.

OBCHX returns outperform the peer average of -0.05% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

OBCHX vs another fund shows side-by-side returns. OBCHX alternatives are available in the Mutual Fund Screener.