OPBCX Mutual Fund

OPBCX Mutual Fund

NAV$5.57
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Returns Overview

1 Month
-1.33%
3 Months
-0.96%
6 Months
-1.37%
YTD
-1.10%
1 Year
+1.74%
3 Years (annualized)
+3.01%
5 Years (annualized)
-1.48%
10 Years (annualized)
+0.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OPBCX 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
FTSE Broad Investment Grade Bond Index
This Mutual Fund (YTD)
-1.10%
Peer Avg (YTD)
+0.12%
vs Peers
-1.22%

OPBCX Mutual Fund Performance

OPBCX performance across multiple time periods: 1-month -1.33%, YTD -1.10%, 1-year 1.74%, 3-year 3.01%, 5-year -1.48%, 10-year 0.63%.

OPBCX returns trail the peer average of 0.12% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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