OTCIX Mutual Fund

OTCIX Mutual Fund

NAV$29.14
See how much of OTCIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.37%
3 Months
+0.60%
6 Months
+2.88%
YTD
+1.46%
1 Year
-2.09%
3 Years (annualized)
+8.67%
5 Years (annualized)
+1.92%
10 Years (annualized)
+10.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OTCIX 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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+1.46%
Peer Avg (YTD)
+9.54%
vs Peers
-8.08%

OTCIX Mutual Fund Performance

OTCIX performance across multiple time periods: 1-month -5.37%, YTD 1.46%, 1-year -2.09%, 3-year 8.67%, 5-year 1.92%, 10-year 10.95%.

OTCIX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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