OTCAX Mutual Fund

NAV$25.78

Returns Overview

1 Month
+3.93%
3 Months
+15.27%
6 Months
+7.88%
YTD
+7.07%
1 Year
+2.93%
3 Years (annualized)
+10.99%
5 Years (annualized)
+3.59%
10 Years (annualized)
+11.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OTCAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+7.07%
Peer Avg (YTD)
+10.82%
vs Peers
-3.74%

OTCAX Mutual Fund Performance

OTCAX performance across multiple time periods: 1-month 3.93%, YTD 7.07%, 1-year 2.93%, 3-year 10.99%, 5-year 3.59%, 10-year 11.82%.

OTCAX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

OTCAX performance comparison shows side-by-side returns with another fund. OTCAX alternatives are available in the Mutual Fund Screener.