OTCYX Mutual Fund

NAV$111.00

Returns Overview

1 Month
+2.15%
3 Months
+21.31%
6 Months
+11.99%
YTD
+11.50%
1 Year
+19.65%
3 Years (annualized)
+22.72%
5 Years (annualized)
+15.72%
10 Years (annualized)
+20.79%

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

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.50%
Peer Avg (YTD)
+8.97%
vs Peers
+2.53%

OTCYX Mutual Fund Performance

OTCYX performance across multiple time periods: 1-month 2.15%, YTD 11.50%, 1-year 19.65%, 3-year 22.72%, 5-year 15.72%, 10-year 20.79%.

OTCYX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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