OTCAX Mutual Fund

OTCAX Mutual Fund

NAV$25.82
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Returns Overview

1 Month
-1.65%
3 Months
-5.72%
6 Months
+8.67%
YTD
+0.94%
1 Year
-3.56%
3 Years (annualized)
+9.33%
5 Years (annualized)
+1.28%
10 Years (annualized)
+10.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OTCAX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+0.94%
Peer Avg (YTD)
+6.72%
vs Peers
-5.78%

OTCAX Mutual Fund Performance

OTCAX performance across multiple time periods: 1-month -1.65%, YTD 0.94%, 1-year -3.56%, 3-year 9.33%, 5-year 1.28%, 10-year 10.85%.

OTCAX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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