OTCIX Mutual Fund

OTCIX Mutual Fund

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Returns Overview

1 Month
-4.01%
3 Months
-4.31%
6 Months
-3.73%
YTD
-2.91%
1 Year
-5.35%
3 Years (annualized)
+10.79%
5 Years (annualized)
+0.07%
10 Years (annualized)
+10.90%

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
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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)
-2.91%
Peer Avg (YTD)
+8.01%
vs Peers
-10.92%

OTCIX Mutual Fund Performance

OTCIX performance across multiple time periods: 1-month -4.01%, YTD -2.91%, 1-year -5.35%, 3-year 10.79%, 5-year 0.07%, 10-year 10.90%.

OTCIX returns trail the peer average of 8.01% 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.