OTCKX Mutual Fund

NAV$29.66

Returns Overview

1 Month
+3.96%
3 Months
+15.43%
6 Months
+8.09%
YTD
+7.26%
1 Year
+3.32%
3 Years (annualized)
+14.57%
5 Years (annualized)
+5.74%
10 Years (annualized)
+13.17%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+7.26%
Peer Avg (YTD)
+10.82%
vs Peers
-3.56%

OTCKX Mutual Fund Performance

OTCKX performance across multiple time periods: 1-month 3.96%, YTD 7.26%, 1-year 3.32%, 3-year 14.57%, 5-year 5.74%, 10-year 13.17%.

OTCKX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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