OTRFX Mutual Fund

NAV$49.97

Returns Overview

3 Months
+1.11%
6 Months
+1.26%
YTD
+4.69%
1 Year
+10.28%
3 Years (annualized)
+6.12%
5 Years (annualized)
+1.87%
10 Years (annualized)
+5.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OTRFX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg U.S. Treasury Bills: 1-3 Months(^BBGUSTR1T3MI)
This Mutual Fund (YTD)
+4.69%
Peer Avg (YTD)
+3.47%
vs Peers
+1.22%

OTRFX Mutual Fund Performance

OTRFX performance across multiple time periods: YTD 4.69%, 1-year 10.28%, 3-year 6.12%, 5-year 1.87%, 10-year 5.34%.

OTRFX returns outperform the peer average of 3.47% YTD. With an expense ratio of 3.38%, investors should weigh costs against performance when evaluating this mutual fund.

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