OBEGX Mutual Fund

OBEGX Mutual Fund

NAV$38.69
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Returns Overview

1 Month
-0.95%
3 Months
-5.81%
6 Months
+20.96%
YTD
+22.61%
1 Year
+25.47%
3 Years (annualized)
+18.22%
5 Years (annualized)
+4.55%
10 Years (annualized)
+11.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OBEGX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Small Cap Index(^MSACWSC)
This Mutual Fund (YTD)
+22.61%
Peer Avg (YTD)
+7.86%
vs Peers
+14.75%

OBEGX Mutual Fund Performance

OBEGX performance across multiple time periods: 1-month -0.95%, YTD 22.61%, 1-year 25.47%, 3-year 18.22%, 5-year 4.55%, 10-year 11.22%.

OBEGX returns outperform the peer average of 7.86% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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