OTCKX Mutual Fund

OTCKX Mutual Fund

NAV$27.32
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Returns Overview

1 Month
-4.00%
3 Months
-4.26%
6 Months
-3.67%
YTD
-2.83%
1 Year
-5.23%
3 Years (annualized)
+10.93%
5 Years (annualized)
+0.19%
10 Years (annualized)
+11.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OTCKX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
-2.83%
Peer Avg (YTD)
+10.76%
vs Peers
-13.59%

OTCKX Mutual Fund Performance

OTCKX performance across multiple time periods: 1-month -4.00%, YTD -2.83%, 1-year -5.23%, 3-year 10.93%, 5-year 0.19%, 10-year 11.03%.

OTCKX returns trail the peer average of 10.76% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

OTCKX vs another fund shows side-by-side returns. OTCKX alternatives are available in the Mutual Fund Screener.