OTCFX Mutual Fund

OTCFX Mutual Fund

NAV$66.05
See how much of OTCFX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.86%
3 Months
+3.02%
6 Months
+7.76%
YTD
+12.21%
1 Year
+21.62%
3 Years (annualized)
+12.20%
5 Years (annualized)
+5.43%
10 Years (annualized)
+11.30%

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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+12.21%
Peer Avg (YTD)
+15.31%
vs Peers
-3.10%

OTCFX Mutual Fund Performance

OTCFX performance across multiple time periods: 1-month -5.86%, YTD 12.21%, 1-year 21.62%, 3-year 12.20%, 5-year 5.43%, 10-year 11.30%.

OTCFX returns trail the peer average of 15.31% 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.