OTCNX Mutual Fund

OTCNX Mutual Fund

NAV$80.13
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Returns Overview

1 Month
+2.90%
3 Months
-2.51%
6 Months
+18.10%
YTD
+8.44%
1 Year
+6.91%
3 Years (annualized)
+19.25%
5 Years (annualized)
+8.34%
10 Years (annualized)
+14.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OTCNX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.44%
Peer Avg (YTD)
+8.68%
vs Peers
-0.24%

OTCNX Mutual Fund Performance

OTCNX performance across multiple time periods: 1-month 2.90%, YTD 8.44%, 1-year 6.91%, 3-year 19.25%, 5-year 8.34%, 10-year 14.58%.

OTCNX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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