OCTZ ETF

OCTZ ETF
$46.81
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Returns Overview

1 Month
-0.19%
3 Months
+2.97%
6 Months
+5.99%
YTD
+6.96%
1 Year
+13.93%
3 Years (annualized)
+14.46%
5 Years (annualized)
+10.42%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would OCTZ 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Price Index
This ETF (YTD)
+6.96%
Peer Avg (YTD)
+9.41%
vs Peers
-2.45%

OCTZ ETF Performance

OCTZ performance across multiple time periods: 1-month -0.19%, YTD 6.96%, 1-year 13.93%, 3-year 14.46%, 5-year 10.42%.

OCTZ returns trail the peer average of 9.41% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-0.19%N/A
3 Months+2.97%N/A
6 Months+5.99%N/A
1 Year+13.93%N/A
3 Years+14.46%N/A
5 Years+10.42%N/A

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