OTRGX Mutual Fund

OTRGX Mutual Fund

NAV$52.10
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Returns Overview

1 Month
+0.04%
3 Months
+1.09%
6 Months
+1.43%
YTD
+4.75%
1 Year
+9.24%
3 Years (annualized)
+5.61%
5 Years (annualized)
+1.63%
10 Years (annualized)
+5.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OTRGX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg U.S. Treasury Bills: 1-3 Months(^BBGUSTR1T3MI)
This Mutual Fund (YTD)
+4.75%
Peer Avg (YTD)
+2.39%
vs Peers
+2.37%

OTRGX Mutual Fund Performance

OTRGX performance across multiple time periods: 1-month 0.04%, YTD 4.75%, 1-year 9.24%, 3-year 5.61%, 5-year 1.63%, 10-year 5.00%.

OTRGX returns outperform the peer average of 2.39% YTD. With an expense ratio of 3.46%, investors should weigh costs against performance when evaluating this mutual fund.

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