OTCFX Mutual Fund

OTCFX Mutual Fund

NAV$60.62
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Returns Overview

1 Month
+0.53%
3 Months
-5.43%
6 Months
-2.57%
YTD
+6.11%
1 Year
+8.59%
3 Years (annualized)
+16.05%
5 Years (annualized)
+2.76%
10 Years (annualized)
+10.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OTCFX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+6.11%
Peer Avg (YTD)
+12.21%
vs Peers
-6.10%

OTCFX Mutual Fund Performance

OTCFX performance across multiple time periods: 1-month 0.53%, YTD 6.11%, 1-year 8.59%, 3-year 16.05%, 5-year 2.76%, 10-year 10.95%.

OTCFX returns trail the peer average of 12.21% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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