OBMCX Mutual Fund

NAV$72.69

Returns Overview

1 Month
+11.11%
3 Months
+37.29%
6 Months
+55.84%
YTD
+55.84%
1 Year
+89.28%
3 Years (annualized)
+33.80%
5 Years (annualized)
+27.68%
10 Years (annualized)
+29.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OBMCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+55.84%
Peer Avg (YTD)
+18.52%
vs Peers
+37.32%

OBMCX Mutual Fund Performance

OBMCX performance across multiple time periods: 1-month 11.11%, YTD 55.84%, 1-year 89.28%, 3-year 33.80%, 5-year 27.68%, 10-year 29.23%.

OBMCX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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