OTGAX Mutual Fund

NAV$9.05

Returns Overview

1 Month
+3.60%
3 Months
+14.37%
6 Months
+24.74%
YTD
+24.74%
1 Year
+15.58%
3 Years (annualized)
+12.96%
5 Years (annualized)
+10.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OTGAX 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
MSCI EM Latin America Index
This Mutual Fund (YTD)
+24.74%
Peer Avg (YTD)
+30.07%
vs Peers
-5.33%

OTGAX Mutual Fund Performance

OTGAX performance across multiple time periods: 1-month 3.60%, YTD 24.74%, 1-year 15.58%, 3-year 12.96%, 5-year 10.43%.

OTGAX returns trail the peer average of 30.07% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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