OBGIX Mutual Fund

NAV$41.74

Returns Overview

1 Month
+3.48%
3 Months
+28.50%
6 Months
+30.33%
YTD
+30.33%
1 Year
+42.47%
3 Years (annualized)
+19.44%
5 Years (annualized)
+6.42%

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

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Small Cap Index(^MSACWSC)
This Mutual Fund (YTD)
+30.33%
Peer Avg (YTD)
+9.16%
vs Peers
+21.17%

OBGIX Mutual Fund Performance

OBGIX performance across multiple time periods: 1-month 3.48%, YTD 30.33%, 1-year 42.47%, 3-year 19.44%, 5-year 6.42%.

OBGIX returns outperform the peer average of 9.16% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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