OTRFX Mutual Fund

OTRFX Mutual Fund

NAV$50.64
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Returns Overview

1 Month
+0.48%
3 Months
+1.10%
6 Months
+2.93%
YTD
+5.95%
1 Year
+8.35%
3 Years (annualized)
+5.94%
5 Years (annualized)
+1.91%
10 Years (annualized)
+5.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OTRFX 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
Bloomberg U.S. Treasury Bills: 1-3 Months(^BBGUSTR1T3MI)
This Mutual Fund (YTD)
+5.95%
Peer Avg (YTD)
+5.40%
vs Peers
+0.55%

OTRFX Mutual Fund Performance

OTRFX performance across multiple time periods: 1-month 0.48%, YTD 5.95%, 1-year 8.35%, 3-year 5.94%, 5-year 1.91%, 10-year 5.10%.

OTRFX returns outperform the peer average of 5.40% YTD. With an expense ratio of 3.29%, investors should weigh costs against performance when evaluating this mutual fund.

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