OCTZ ETF

OCTZ ETF
$46.54
See how much of OCTZ you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.38%
3 Months
+1.38%
6 Months
+12.64%
YTD
+8.65%
1 Year
+16.50%
3 Years (annualized)
+15.82%
5 Years (annualized)
+10.36%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would OCTZ 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
S&P 500 Price Index
This ETF (YTD)
+8.65%
Peer Avg (YTD)
+9.91%
vs Peers
-1.26%

OCTZ ETF Performance

OCTZ performance across multiple time periods: 1-month 1.38%, YTD 8.65%, 1-year 16.50%, 3-year 15.82%, 5-year 10.36%.

OCTZ returns trail the peer average of 9.91% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this ETF.

OCTZ vs another fund shows side-by-side returns. OCTZ alternatives are available in the ETF Screener.

Compare OCTZ

OCTZ vs SPYOCTZ vs QQQOCTZ vs VOOOCTZ vs VTIOCTZ vs IVVOCTZ vs SCHDOCTZ vs VYMOCTZ vs VXUS

Performance & Returns

Loading chart...

Performance Returns

PeriodTotal ReturnDate Range
1 Month+1.38%N/A
3 Months+1.38%N/A
6 Months+12.64%N/A
1 Year+16.50%N/A
3 Years+15.82%N/A
5 Years+10.36%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized