OTFCX Mutual Fund

OTFCX Mutual Fund

NAV$38.92
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Returns Overview

1 Month
-5.97%
3 Months
-0.23%
6 Months
+4.42%
YTD
+4.34%
1 Year
+8.19%
3 Years (annualized)
+18.12%
5 Years (annualized)
+8.52%
10 Years (annualized)
+13.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OTFCX 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)
+4.34%
Peer Avg (YTD)
+6.23%
vs Peers
-1.89%

OTFCX Mutual Fund Performance

OTFCX performance across multiple time periods: 1-month -5.97%, YTD 4.34%, 1-year 8.19%, 3-year 18.12%, 5-year 8.52%, 10-year 13.86%.

OTFCX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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