OTCJX Mutual Fund

OTCJX Mutual Fund

NAV$28.25
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Returns Overview

1 Month
-5.37%
3 Months
+0.62%
6 Months
+2.86%
YTD
+1.43%
1 Year
-2.12%
3 Years (annualized)
+8.66%
5 Years (annualized)
+1.92%
10 Years (annualized)
+10.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OTCJX 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)
+1.43%
Peer Avg (YTD)
+9.54%
vs Peers
-8.11%

OTCJX Mutual Fund Performance

OTCJX performance across multiple time periods: 1-month -5.37%, YTD 1.43%, 1-year -2.12%, 3-year 8.66%, 5-year 1.92%, 10-year 10.94%.

OTCJX 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.

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