OTCGX Mutual Fund

OTCGX Mutual Fund

NAV$18.31
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Returns Overview

1 Month
-5.44%
3 Months
+0.33%
6 Months
+2.32%
YTD
+0.84%
1 Year
-3.08%
3 Years (annualized)
+7.59%
5 Years (annualized)
+0.90%
10 Years (annualized)
+9.85%

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)
+0.84%
Peer Avg (YTD)
+9.54%
vs Peers
-8.70%

OTCGX Mutual Fund Performance

OTCGX performance across multiple time periods: 1-month -5.44%, YTD 0.84%, 1-year -3.08%, 3-year 7.59%, 5-year 0.90%, 10-year 9.85%.

OTCGX returns trail the peer average of 9.54% 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.