OTCBX Mutual Fund

NAV$18.21

Returns Overview

1 Month
+3.83%
3 Months
+15.05%
6 Months
+7.48%
YTD
+6.64%
1 Year
+2.13%
3 Years (annualized)
+10.15%
5 Years (annualized)
+2.81%
10 Years (annualized)
+10.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OTCBX 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)
+6.64%
Peer Avg (YTD)
+10.82%
vs Peers
-4.17%

OTCBX Mutual Fund Performance

OTCBX performance across multiple time periods: 1-month 3.83%, YTD 6.64%, 1-year 2.13%, 3-year 10.15%, 5-year 2.81%, 10-year 10.98%.

OTCBX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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