OPBYX Mutual Fund

NAV$5.53
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Returns Overview

1 Month
+0.18%
3 Months
+0.72%
6 Months
+0.72%
YTD
+0.72%
1 Year
+3.89%
3 Years (annualized)
+4.54%
5 Years (annualized)
-0.02%
10 Years (annualized)
+1.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OPBYX 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

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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
FTSE Broad Investment Grade Bond Index
This Mutual Fund (YTD)
+0.72%
Peer Avg (YTD)
+3.23%
vs Peers
-2.50%

OPBYX Mutual Fund Performance

OPBYX performance across multiple time periods: 1-month 0.18%, YTD 0.72%, 1-year 3.89%, 3-year 4.54%, 5-year -0.02%, 10-year 1.88%.

OPBYX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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