OTIIX Mutual Fund

NAV$66.39

Returns Overview

1 Month
+7.58%
3 Months
+18.38%
6 Months
+20.25%
YTD
+19.27%
1 Year
+29.99%
3 Years (annualized)
+14.95%
5 Years (annualized)
+5.32%
10 Years (annualized)
+12.22%

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
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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+19.27%
Peer Avg (YTD)
+18.52%
vs Peers
+0.74%

OTIIX Mutual Fund Performance

OTIIX performance across multiple time periods: 1-month 7.58%, YTD 19.27%, 1-year 29.99%, 3-year 14.95%, 5-year 5.32%, 10-year 12.22%.

OTIIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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