OBGIX Mutual Fund

OBGIX Mutual Fund

NAV$41.68
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Returns Overview

1 Month
+3.53%
3 Months
-1.54%
6 Months
+13.51%
YTD
+24.00%
1 Year
+27.92%
3 Years (annualized)
+18.52%
5 Years (annualized)
+4.82%
10 Years (annualized)
+10.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OBGIX 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)
+24.00%
Peer Avg (YTD)
+9.98%
vs Peers
+14.02%

OBGIX Mutual Fund Performance

OBGIX performance across multiple time periods: 1-month 3.53%, YTD 24.00%, 1-year 27.92%, 3-year 18.52%, 5-year 4.82%, 10-year 10.99%.

OBGIX returns outperform the peer average of 9.98% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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