OTCYX Mutual Fund

OTCYX Mutual Fund

NAV$113.58
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Returns Overview

1 Month
+0.76%
3 Months
-3.14%
6 Months
+8.33%
YTD
+5.73%
1 Year
+9.80%
3 Years (annualized)
+19.85%
5 Years (annualized)
+8.88%
10 Years (annualized)
+15.15%

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)
+5.73%
Peer Avg (YTD)
+8.51%
vs Peers
-2.78%

OTCYX Mutual Fund Performance

OTCYX performance across multiple time periods: 1-month 0.76%, YTD 5.73%, 1-year 9.80%, 3-year 19.85%, 5-year 8.88%, 10-year 15.15%.

OTCYX returns trail the peer average of 8.51% 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.