OTTRX Mutual Fund

NAV$11.39

Returns Overview

1 Month
+1.67%
3 Months
+2.03%
6 Months
+1.11%
YTD
-1.49%
1 Year
-2.43%
3 Years (annualized)
+7.32%
5 Years (annualized)
+6.19%
10 Years (annualized)
+4.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OTTRX 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
S&P 500 Equal Weight Index(^SP500EW:SP)
This Mutual Fund (YTD)
-1.49%
Peer Avg (YTD)
+7.39%
vs Peers
-8.87%

OTTRX Mutual Fund Performance

OTTRX performance across multiple time periods: 1-month 1.67%, YTD -1.49%, 1-year -2.43%, 3-year 7.32%, 5-year 6.19%, 10-year 4.13%.

OTTRX returns trail the peer average of 7.39% YTD. With an expense ratio of 2.07%, investors should weigh costs against performance when evaluating this mutual fund.

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