OTCIX Mutual Fund

NAV$28.55

Returns Overview

1 Month
+3.96%
3 Months
+15.37%
6 Months
+8.02%
YTD
+7.21%
1 Year
+3.19%
3 Years (annualized)
+11.27%
5 Years (annualized)
+3.85%
10 Years (annualized)
+12.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OTCIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+7.21%
Peer Avg (YTD)
+10.82%
vs Peers
-3.60%

OTCIX Mutual Fund Performance

OTCIX performance across multiple time periods: 1-month 3.96%, YTD 7.21%, 1-year 3.19%, 3-year 11.27%, 5-year 3.85%, 10-year 12.09%.

OTCIX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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