OBSOX Mutual Fund

OBSOX Mutual Fund

NAV$37.08
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Returns Overview

1 Month
-1.90%
3 Months
-11.50%
6 Months
+21.48%
YTD
+25.99%
1 Year
+30.51%
3 Years (annualized)
+19.53%
5 Years (annualized)
+14.08%
10 Years (annualized)
+17.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OBSOX 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)
+25.99%
Peer Avg (YTD)
+10.34%
vs Peers
+15.64%

OBSOX Mutual Fund Performance

OBSOX performance across multiple time periods: 1-month -1.90%, YTD 25.99%, 1-year 30.51%, 3-year 19.53%, 5-year 14.08%, 10-year 17.85%.

OBSOX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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