OTRGX Mutual Fund

OTRGX Mutual Fund

NAV$51.98
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.54%
3 Months
+1.77%
6 Months
+4.95%
YTD
+4.71%
1 Year
+10.07%
3 Years (annualized)
+5.93%
5 Years (annualized)
+1.69%
10 Years (annualized)
+5.14%

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)
+4.71%
Peer Avg (YTD)
+3.47%
vs Peers
+1.24%

OTRGX Mutual Fund Performance

OTRGX performance across multiple time periods: 1-month 0.54%, YTD 4.71%, 1-year 10.07%, 3-year 5.93%, 5-year 1.69%, 10-year 5.14%.

OTRGX returns outperform the peer average of 3.47% YTD. With an expense ratio of 3.57%, investors should weigh costs against performance when evaluating this mutual fund.

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