OBMCX Mutual Fund

OBMCX Mutual Fund

NAV$70.35
See how much of OBMCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.98%
3 Months
-5.13%
6 Months
+15.35%
YTD
+33.06%
1 Year
+35.53%
3 Years (annualized)
+23.93%
5 Years (annualized)
+16.95%
10 Years (annualized)
+19.62%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+33.06%
Peer Avg (YTD)
+15.20%
vs Peers
+17.86%

OBMCX Mutual Fund Performance

OBMCX performance across multiple time periods: 1-month -1.98%, YTD 33.06%, 1-year 35.53%, 3-year 23.93%, 5-year 16.95%, 10-year 19.62%.

OBMCX returns outperform the peer average of 15.20% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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