OBIIX Mutual Fund

OBIIX Mutual Fund

NAV$12.75
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Returns Overview

1 Month
-4.57%
3 Months
-4.41%
6 Months
-0.67%
YTD
+3.57%
1 Year
+7.99%
3 Years (annualized)
+13.95%
5 Years (annualized)
-1.71%
10 Years (annualized)
+6.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OBIIX 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
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📉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 World EX US Small Cap Growth Index(MGSUWXUN)
This Mutual Fund (YTD)
+3.57%
Peer Avg (YTD)
+8.69%
vs Peers
-5.13%

OBIIX Mutual Fund Performance

OBIIX performance across multiple time periods: 1-month -4.57%, YTD 3.57%, 1-year 7.99%, 3-year 13.95%, 5-year -1.71%, 10-year 6.98%.

OBIIX returns trail the peer average of 8.69% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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