OTCRX Mutual Fund

OTCRX Mutual Fund

NAV$11.18
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Returns Overview

1 Month
+1.63%
3 Months
+1.92%
6 Months
+0.99%
YTD
-1.71%
1 Year
-2.70%
3 Years (annualized)
+7.03%
5 Years (annualized)
+5.91%
10 Years (annualized)
+3.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OTCRX 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
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📉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 Equal Weight Index(^SP500EW:SP)
This Mutual Fund (YTD)
-1.71%
Peer Avg (YTD)
+7.39%
vs Peers
-9.10%

OTCRX Mutual Fund Performance

OTCRX performance across multiple time periods: 1-month 1.63%, YTD -1.71%, 1-year -2.70%, 3-year 7.03%, 5-year 5.91%, 10-year 3.87%.

OTCRX returns trail the peer average of 7.39% YTD. With an expense ratio of 2.32%, investors should weigh costs against performance when evaluating this mutual fund.

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