OBIOX Mutual Fund

OBIOX Mutual Fund

NAV$25.82
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Returns Overview

1 Month
-4.55%
3 Months
-4.52%
6 Months
-0.76%
YTD
+3.39%
1 Year
+7.71%
3 Years (annualized)
+13.50%
5 Years (annualized)
-1.91%
10 Years (annualized)
+6.61%

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
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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)
+3.39%
Peer Avg (YTD)
+8.69%
vs Peers
-5.30%

OBIOX Mutual Fund Performance

OBIOX performance across multiple time periods: 1-month -4.55%, YTD 3.39%, 1-year 7.71%, 3-year 13.50%, 5-year -1.91%, 10-year 6.61%.

OBIOX returns trail the peer average of 8.69% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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