OTCFX Mutual Fund

NAV$64.90

Returns Overview

1 Month
-3.79%
3 Months
+4.56%
6 Months
+6.90%
YTD
+13.05%
1 Year
+29.81%
3 Years (annualized)
+14.79%
5 Years (annualized)
+6.58%
10 Years (annualized)
+15.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OTCFX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+13.05%
Peer Avg (YTD)
+18.52%
vs Peers
-5.48%

OTCFX Mutual Fund Performance

OTCFX performance across multiple time periods: 1-month -3.79%, YTD 13.05%, 1-year 29.81%, 3-year 14.79%, 5-year 6.58%, 10-year 15.68%.

OTCFX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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