OBSIX Mutual Fund

OBSIX Mutual Fund

NAV$37.90
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Returns Overview

1 Month
-11.50%
3 Months
+1.72%
6 Months
+24.19%
YTD
+26.14%
1 Year
+42.08%
3 Years (annualized)
+17.60%
5 Years (annualized)
+14.80%
10 Years (annualized)
+17.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OBSIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+26.14%
Peer Avg (YTD)
+15.31%
vs Peers
+10.83%

OBSIX Mutual Fund Performance

OBSIX performance across multiple time periods: 1-month -11.50%, YTD 26.14%, 1-year 42.08%, 3-year 17.60%, 5-year 14.80%, 10-year 17.66%.

OBSIX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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