OTCNX Mutual Fund

OTCNX Mutual Fund

NAV$78.30
See how much of OTCNX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.94%
3 Months
-0.12%
6 Months
+4.70%
YTD
+4.63%
1 Year
+8.74%
3 Years (annualized)
+18.69%
5 Years (annualized)
+8.85%
10 Years (annualized)
+14.31%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.63%
Peer Avg (YTD)
+6.23%
vs Peers
-1.60%

OTCNX Mutual Fund Performance

OTCNX performance across multiple time periods: 1-month -5.94%, YTD 4.63%, 1-year 8.74%, 3-year 18.69%, 5-year 8.85%, 10-year 14.31%.

OTCNX returns trail the peer average of 6.23% 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.