OBMCX Mutual Fund

OBMCX Mutual Fund

NAV$69.59
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Returns Overview

1 Month
-12.90%
3 Months
-2.88%
6 Months
+28.42%
YTD
+35.75%
1 Year
+49.64%
3 Years (annualized)
+22.54%
5 Years (annualized)
+18.08%
10 Years (annualized)
+20.10%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+35.75%
Peer Avg (YTD)
+15.31%
vs Peers
+20.43%

OBMCX Mutual Fund Performance

OBMCX performance across multiple time periods: 1-month -12.90%, YTD 35.75%, 1-year 49.64%, 3-year 22.54%, 5-year 18.08%, 10-year 20.10%.

OBMCX returns outperform the peer average of 15.31% 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.