OBOCX Mutual Fund

OBOCX Mutual Fund

NAV$10.26
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Returns Overview

1 Month
-1.26%
3 Months
-0.99%
6 Months
-1.30%
YTD
-0.94%
1 Year
+1.91%
3 Years (annualized)
+3.12%
5 Years (annualized)
-0.85%
10 Years (annualized)
+0.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OBOCX 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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
-0.94%
Peer Avg (YTD)
+0.12%
vs Peers
-1.07%

OBOCX Mutual Fund Performance

OBOCX performance across multiple time periods: 1-month -1.26%, YTD -0.94%, 1-year 1.91%, 3-year 3.12%, 5-year -0.85%, 10-year 0.81%.

OBOCX returns trail the peer average of 0.12% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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