OTIIX Mutual Fund

OTIIX Mutual Fund

NAV$61.94
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Returns Overview

1 Month
-5.85%
3 Months
+3.05%
6 Months
+7.85%
YTD
+12.29%
1 Year
+21.81%
3 Years (annualized)
+12.36%
5 Years (annualized)
+4.95%
10 Years (annualized)
+11.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OTIIX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+12.29%
Peer Avg (YTD)
+15.31%
vs Peers
-3.02%

OTIIX Mutual Fund Performance

OTIIX performance across multiple time periods: 1-month -5.85%, YTD 12.29%, 1-year 21.81%, 3-year 12.36%, 5-year 4.95%, 10-year 11.45%.

OTIIX returns trail the peer average of 15.31% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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