OTCAX Mutual Fund

OTCAX Mutual Fund

NAV$26.66
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Returns Overview

1 Month
-5.39%
3 Months
+0.55%
6 Months
+2.71%
YTD
+1.30%
1 Year
-2.37%
3 Years (annualized)
+8.38%
5 Years (annualized)
+1.66%
10 Years (annualized)
+10.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OTCAX 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)
+1.30%
Peer Avg (YTD)
+9.54%
vs Peers
-8.24%

OTCAX Mutual Fund Performance

OTCAX performance across multiple time periods: 1-month -5.39%, YTD 1.30%, 1-year -2.37%, 3-year 8.38%, 5-year 1.66%, 10-year 10.67%.

OTCAX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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