OTCHX Mutual Fund

OTCHX Mutual Fund

NAV$23.97
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Returns Overview

1 Month
-4.04%
3 Months
-4.38%
6 Months
-3.85%
YTD
-3.13%
1 Year
-5.57%
3 Years (annualized)
+10.52%
5 Years (annualized)
-0.18%
10 Years (annualized)
+10.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OTCHX 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)
-3.13%
Peer Avg (YTD)
+8.01%
vs Peers
-11.14%

OTCHX Mutual Fund Performance

OTCHX performance across multiple time periods: 1-month -4.04%, YTD -3.13%, 1-year -5.57%, 3-year 10.52%, 5-year -0.18%, 10-year 10.62%.

OTCHX returns trail the peer average of 8.01% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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