OBDCX Mutual Fund

OBDCX Mutual Fund

NAV$7.00
See how much of OBDCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.11%
3 Months
-0.32%
6 Months
-1.10%
YTD
-0.71%
1 Year
-0.46%
3 Years (annualized)
+5.43%
5 Years (annualized)
-0.34%
10 Years (annualized)
+1.20%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
-0.71%
Peer Avg (YTD)
-1.13%
vs Peers
+0.42%

OBDCX Mutual Fund Performance

OBDCX performance across multiple time periods: 1-month 2.11%, YTD -0.71%, 1-year -0.46%, 3-year 5.43%, 5-year -0.34%, 10-year 1.20%.

OBDCX returns outperform the peer average of -1.13% 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.