OTCJX Mutual Fund

OTCJX Mutual Fund

NAV$27.74
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Returns Overview

1 Month
-1.64%
3 Months
-5.68%
6 Months
+8.84%
YTD
+1.10%
1 Year
-3.33%
3 Years (annualized)
+9.60%
5 Years (annualized)
+1.54%
10 Years (annualized)
+11.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OTCJX 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)
+1.10%
Peer Avg (YTD)
+6.72%
vs Peers
-5.62%

OTCJX Mutual Fund Performance

OTCJX performance across multiple time periods: 1-month -1.64%, YTD 1.10%, 1-year -3.33%, 3-year 9.60%, 5-year 1.54%, 10-year 11.12%.

OTCJX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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