OTIIX Mutual Fund

OTIIX Mutual Fund

NAV$60.47
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Returns Overview

1 Month
+0.70%
3 Months
+1.99%
6 Months
+5.09%
YTD
+13.08%
1 Year
+17.28%
3 Years (annualized)
+14.23%
5 Years (annualized)
+4.68%
10 Years (annualized)
+11.35%

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)
+13.08%
Peer Avg (YTD)
+15.20%
vs Peers
-2.12%

OTIIX Mutual Fund Performance

OTIIX performance across multiple time periods: 1-month 0.70%, YTD 13.08%, 1-year 17.28%, 3-year 14.23%, 5-year 4.68%, 10-year 11.35%.

OTIIX returns trail the peer average of 15.20% 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.