| OBMCX | |
|---|---|
| Total return | +484.44% |
| Annualised (CAGR) | +19.31% |
| Volatility (annualised) | +25.08% |
| Sharpe (rf = 0) | 0.77 |
| Deepest drawdown | -50.19% |
| Drawdown peak → trough | 2018-08-31 → 2020-03-18 |
| Dividend yield (12m distributions) | 1.03% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +484.44% in total (+19.31% a year), with a deepest drawdown of -50.19% from 2018-08-31 to 2020-03-18. Its worst calendar year was 2018 (-12.30%), its best 2021 (+53.38%).
| Year | OBMCX |
|---|---|
| 2026 | +36.71% |
| 2025 | +14.71% |
| 2024 | +19.86% |
| 2023 | +18.87% |
| 2022 | -10.60% |
| 2021 | +53.38% |
| 2020 | +29.91% |
| 2019 | +21.94% |
| 2018 | -12.30% |
| 2017 | +27.90% |
| 2016 | +7.36% |
+484.44% in total, which works out to +19.31% a year over the 10 years to 2026-10-02. Both figures assume dividends were reinvested and the fund's own fees were already deducted, so they are what an investor would have kept — before tax.
2018 — its calendar-year return was -12.30% (net of fees, dividends reinvested). Its best year was 2021 (+53.38%).
-50.19%, from a peak on 2018-08-31 to a trough on 2020-03-18. From that trough it took 250 days (about 8.2 months) to climb back to the earlier peak.
Over the last 12 months it distributed 1.03% of its share price (as of 2026-10-02). That is a past distribution, not a promise of future income, and it is already counted in every return figure on this page.
It does not say OBMCX is a good or bad fund, and it is not a forecast. Returns above are history: they already include dividends and already exclude the fund's own fees. A drawdown of -50.19% means an investor who bought at the peak would have watched that much value disappear before it recovered — how long that takes is the part most tables leave out.