OBIIX Mutual Fund

OBIIX Mutual Fund

NAV$11.96
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Returns Overview

1 Month
-3.85%
3 Months
-3.93%
6 Months
+6.86%
YTD
+4.26%
1 Year
+3.60%
3 Years (annualized)
+15.52%
5 Years (annualized)
-7.17%
10 Years (annualized)
+2.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OBIIX 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
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📉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
MSCI World EX US Small Cap Growth Index(MGSUWXUN)
This Mutual Fund (YTD)
+4.26%
Peer Avg (YTD)
+8.60%
vs Peers
-4.34%

OBIIX Mutual Fund Performance

OBIIX performance across multiple time periods: 1-month -3.85%, YTD 4.26%, 1-year 3.60%, 3-year 15.52%, 5-year -7.17%, 10-year 2.43%.

OBIIX returns trail the peer average of 8.60% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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