OCTW ETF

OCTW ETF
$41.70
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Returns Overview

1 Month
+0.67%
3 Months
+2.61%
6 Months
+4.92%
YTD
+5.59%
1 Year
+9.89%
3 Years (annualized)
+10.30%
5 Years (annualized)
+8.95%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would OCTW 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Price Index
This ETF (YTD)
+5.59%
Peer Avg (YTD)
+2.39%
vs Peers
+3.20%

OCTW ETF Performance

OCTW performance across multiple time periods: 1-month 0.67%, YTD 5.59%, 1-year 9.89%, 3-year 10.30%, 5-year 8.95%.

OCTW returns outperform the peer average of 2.39% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this ETF.

OCTW vs another fund shows side-by-side returns. OCTW alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+0.67%N/A
3 Months+2.61%N/A
6 Months+4.92%N/A
1 Year+9.89%N/A
3 Years+10.30%N/A
5 Years+8.95%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized