OMBAX Mutual Fund

NAV$10.59

Returns Overview

1 Month
-0.88%
3 Months
-0.21%
6 Months
+1.18%
YTD
+2.70%
1 Year
+6.12%
3 Years (annualized)
+2.04%
5 Years (annualized)
+0.29%
10 Years (annualized)
+1.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OMBAX 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
Bloomberg US MBS Index(BBGUSMBSI)
This Mutual Fund (YTD)
+2.70%
Peer Avg (YTD)
+6.79%
vs Peers
-4.09%

OMBAX Mutual Fund Performance

OMBAX performance across multiple time periods: 1-month -0.88%, YTD 2.70%, 1-year 6.12%, 3-year 2.04%, 5-year 0.29%, 10-year 1.67%.

OMBAX returns trail the peer average of 6.79% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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