OTCNX Mutual Fund

OTCNX Mutual Fund

NAV$72.22
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Returns Overview

1 Month
-7.49%
3 Months
-4.12%
6 Months
-4.24%
YTD
+0.32%
1 Year
-3.84%
3 Years (annualized)
+20.41%
5 Years (annualized)
+6.89%
10 Years (annualized)
+14.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OTCNX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+0.32%
Peer Avg (YTD)
+5.23%
vs Peers
-4.92%

OTCNX Mutual Fund Performance

OTCNX performance across multiple time periods: 1-month -7.49%, YTD 0.32%, 1-year -3.84%, 3-year 20.41%, 5-year 6.89%, 10-year 14.27%.

OTCNX returns trail the peer average of 5.23% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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