OPBYX Mutual Fund

OPBYX Mutual Fund

NAV$5.53
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Returns Overview

1 Month
-1.25%
3 Months
-0.72%
6 Months
-0.89%
YTD
-0.54%
1 Year
+2.75%
3 Years (annualized)
+4.10%
5 Years (annualized)
-0.45%
10 Years (annualized)
+1.64%

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
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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)
-0.54%
Peer Avg (YTD)
+0.12%
vs Peers
-0.66%

OPBYX Mutual Fund Performance

OPBYX performance across multiple time periods: 1-month -1.25%, YTD -0.54%, 1-year 2.75%, 3-year 4.10%, 5-year -0.45%, 10-year 1.64%.

OPBYX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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