OBDCX Mutual Fund

OBDCX Mutual Fund

NAV$6.96
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Returns Overview

1 Month
-1.31%
3 Months
-0.78%
6 Months
-0.85%
YTD
-0.39%
1 Year
+2.79%
3 Years (annualized)
+3.84%
5 Years (annualized)
-0.50%
10 Years (annualized)
+1.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OBDCX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.39%
Peer Avg (YTD)
+1.04%
vs Peers
-1.43%

OBDCX Mutual Fund Performance

OBDCX performance across multiple time periods: 1-month -1.31%, YTD -0.39%, 1-year 2.79%, 3-year 3.84%, 5-year -0.50%, 10-year 1.14%.

OBDCX returns trail the peer average of 1.04% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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