OTCJX Mutual Fund

NAV$27.68

Returns Overview

1 Month
+3.94%
3 Months
+15.38%
6 Months
+8.01%
YTD
+7.18%
1 Year
+3.18%
3 Years (annualized)
+11.26%
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 OTCJX 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)
+7.18%
Peer Avg (YTD)
+10.82%
vs Peers
-3.63%

OTCJX Mutual Fund Performance

OTCJX performance across multiple time periods: 1-month 3.94%, YTD 7.18%, 1-year 3.18%, 3-year 11.26%, 5-year 3.85%, 10-year 12.09%.

OTCJX 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.

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