OTCYX Mutual Fund

OTCYX Mutual Fund

NAV$109.75
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Returns Overview

1 Month
-5.89%
3 Months
+0.02%
6 Months
+4.96%
YTD
+4.93%
1 Year
+9.30%
3 Years (annualized)
+19.29%
5 Years (annualized)
+9.62%
10 Years (annualized)
+15.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OTCYX 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)
+4.93%
Peer Avg (YTD)
+6.23%
vs Peers
-1.30%

OTCYX Mutual Fund Performance

OTCYX performance across multiple time periods: 1-month -5.89%, YTD 4.93%, 1-year 9.30%, 3-year 19.29%, 5-year 9.62%, 10-year 15.01%.

OTCYX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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