OBSIX Mutual Fund

OBSIX Mutual Fund

NAV$38.19
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Returns Overview

1 Month
-1.87%
3 Months
-11.45%
6 Months
+21.62%
YTD
+26.21%
1 Year
+30.84%
3 Years (annualized)
+19.83%
5 Years (annualized)
+14.36%
10 Years (annualized)
+17.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OBSIX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+26.21%
Peer Avg (YTD)
+10.34%
vs Peers
+15.87%

OBSIX Mutual Fund Performance

OBSIX performance across multiple time periods: 1-month -1.87%, YTD 26.21%, 1-year 30.84%, 3-year 19.83%, 5-year 14.36%, 10-year 17.66%.

OBSIX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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