OBIOX Mutual Fund

NAV$25.76

Returns Overview

1 Month
-2.37%
3 Months
+11.11%
6 Months
+8.32%
YTD
+8.32%
1 Year
+12.61%
3 Years (annualized)
+15.53%
5 Years (annualized)
-0.78%
10 Years (annualized)
+7.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OBIOX 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 World EX US Small Cap Growth Index(MGSUWXUN)
This Mutual Fund (YTD)
+8.32%
Peer Avg (YTD)
+8.36%
vs Peers
-0.04%

OBIOX Mutual Fund Performance

OBIOX performance across multiple time periods: 1-month -2.37%, YTD 8.32%, 1-year 12.61%, 3-year 15.53%, 5-year -0.78%, 10-year 7.46%.

OBIOX returns trail the peer average of 8.36% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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