OPBCX Mutual Fund

OPBCX Mutual Fund

NAV$5.39
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Returns Overview

1 Month
-2.79%
3 Months
-3.82%
6 Months
-3.37%
YTD
-3.60%
1 Year
-2.95%
3 Years (annualized)
+3.32%
5 Years (annualized)
-1.38%
10 Years (annualized)
+0.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OPBCX 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
FTSE Broad Investment Grade Bond Index
This Mutual Fund (YTD)
-3.60%
Peer Avg (YTD)
+0.50%
vs Peers
-4.10%

OPBCX Mutual Fund Performance

OPBCX performance across multiple time periods: 1-month -2.79%, YTD -3.60%, 1-year -2.95%, 3-year 3.32%, 5-year -1.38%, 10-year 0.66%.

OPBCX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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