OTCBX Mutual Fund

OTCBX Mutual Fund

NAV$18.21
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Returns Overview

1 Month
-1.68%
3 Months
-5.87%
6 Months
+8.30%
YTD
+0.39%
1 Year
-4.24%
3 Years (annualized)
+8.50%
5 Years (annualized)
+0.52%
10 Years (annualized)
+10.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OTCBX 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)
+0.39%
Peer Avg (YTD)
+6.72%
vs Peers
-6.33%

OTCBX Mutual Fund Performance

OTCBX performance across multiple time periods: 1-month -1.68%, YTD 0.39%, 1-year -4.24%, 3-year 8.50%, 5-year 0.52%, 10-year 10.02%.

OTCBX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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