OTCGX Mutual Fund

OTCGX Mutual Fund

NAV$18.23
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Returns Overview

1 Month
+1.27%
3 Months
-0.54%
6 Months
+3.10%
YTD
+2.12%
1 Year
-2.23%
3 Years (annualized)
+8.52%
5 Years (annualized)
+0.53%
10 Years (annualized)
+10.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OTCGX 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)
+2.12%
Peer Avg (YTD)
+9.89%
vs Peers
-7.77%

OTCGX Mutual Fund Performance

OTCGX performance across multiple time periods: 1-month 1.27%, YTD 2.12%, 1-year -2.23%, 3-year 8.52%, 5-year 0.53%, 10-year 10.02%.

OTCGX returns trail the peer average of 9.89% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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