OBEGX Mutual Fund

OBEGX Mutual Fund

NAV$35.54
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Returns Overview

1 Month
-6.15%
3 Months
-3.80%
6 Months
-3.26%
YTD
+15.08%
1 Year
+17.52%
3 Years (annualized)
+20.92%
5 Years (annualized)
+3.52%
10 Years (annualized)
+10.69%

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
PROUpgrade to run
🏦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)
+15.08%
Peer Avg (YTD)
+7.47%
vs Peers
+7.60%

OBEGX Mutual Fund Performance

OBEGX performance across multiple time periods: 1-month -6.15%, YTD 15.08%, 1-year 17.52%, 3-year 20.92%, 5-year 3.52%, 10-year 10.69%.

OBEGX returns outperform the peer average of 7.47% 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.