OBSIX Mutual Fund

NAV$41.11

Returns Overview

1 Month
+8.79%
3 Months
+37.36%
6 Months
+42.54%
YTD
+42.54%
1 Year
+59.77%
3 Years (annualized)
+24.81%
5 Years (annualized)
+17.78%

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
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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+42.54%
Peer Avg (YTD)
+18.52%
vs Peers
+24.01%

OBSIX Mutual Fund Performance

OBSIX performance across multiple time periods: 1-month 8.79%, YTD 42.54%, 1-year 59.77%, 3-year 24.81%, 5-year 17.78%.

OBSIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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