OBDCX Mutual Fund

OBDCX Mutual Fund

NAV$6.98
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Returns Overview

1 Month
-2.72%
3 Months
-3.66%
6 Months
-2.90%
YTD
-2.76%
1 Year
-1.94%
3 Years (annualized)
+4.03%
5 Years (annualized)
-0.47%
10 Years (annualized)
+1.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OBDCX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.76%
Peer Avg (YTD)
-1.38%
vs Peers
-1.39%

OBDCX Mutual Fund Performance

OBDCX performance across multiple time periods: 1-month -2.72%, YTD -2.76%, 1-year -1.94%, 3-year 4.03%, 5-year -0.47%, 10-year 1.16%.

OBDCX returns trail the peer average of -1.38% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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