OTCKX Mutual Fund

OTCKX Mutual Fund

NAV$29.80
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Returns Overview

1 Month
+1.34%
3 Months
-0.30%
6 Months
+3.66%
YTD
+2.86%
1 Year
-1.12%
3 Years (annualized)
+9.73%
5 Years (annualized)
+1.66%
10 Years (annualized)
+11.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OTCKX 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)
+2.86%
Peer Avg (YTD)
+9.89%
vs Peers
-7.03%

OTCKX Mutual Fund Performance

OTCKX performance across multiple time periods: 1-month 1.34%, YTD 2.86%, 1-year -1.12%, 3-year 9.73%, 5-year 1.66%, 10-year 11.25%.

OTCKX returns trail the peer average of 9.89% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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