OMBIX Mutual Fund

NAV$10.25

Returns Overview

1 Month
-0.91%
3 Months
-0.21%
6 Months
+1.29%
YTD
+2.84%
1 Year
+6.33%
3 Years (annualized)
+2.29%
5 Years (annualized)
+0.35%
10 Years (annualized)
+1.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OMBIX 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)
+2.84%
Peer Avg (YTD)
+6.79%
vs Peers
-3.95%

OMBIX Mutual Fund Performance

OMBIX performance across multiple time periods: 1-month -0.91%, YTD 2.84%, 1-year 6.33%, 3-year 2.29%, 5-year 0.35%, 10-year 1.84%.

OMBIX returns trail the peer average of 6.79% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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