OBEGX Mutual Fund

OBEGX Mutual Fund

NAV$38.88
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Returns Overview

1 Month
-8.11%
3 Months
+0.56%
6 Months
+18.42%
YTD
+19.62%
1 Year
+27.46%
3 Years (annualized)
+15.08%
5 Years (annualized)
+4.56%
10 Years (annualized)
+10.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OBEGX 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 ACWI Small Cap Index(^MSACWSC)
This Mutual Fund (YTD)
+19.62%
Peer Avg (YTD)
+8.67%
vs Peers
+10.96%

OBEGX Mutual Fund Performance

OBEGX performance across multiple time periods: 1-month -8.11%, YTD 19.62%, 1-year 27.46%, 3-year 15.08%, 5-year 4.56%, 10-year 10.74%.

OBEGX returns outperform the peer average of 8.67% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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