OTCNX Mutual Fund

NAV$79.22

Returns Overview

1 Month
+2.10%
3 Months
+21.14%
6 Months
+11.71%
YTD
+11.23%
1 Year
+19.06%
3 Years (annualized)
+22.10%
5 Years (annualized)
+10.78%
10 Years (annualized)
+15.63%

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

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.23%
Peer Avg (YTD)
+8.97%
vs Peers
+2.26%

OTCNX Mutual Fund Performance

OTCNX performance across multiple time periods: 1-month 2.10%, YTD 11.23%, 1-year 19.06%, 3-year 22.10%, 5-year 10.78%, 10-year 15.63%.

OTCNX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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