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OTG Latin America Fund (OTGAX) Sharpe Ratio

Mutual Fund · Currency in USD · Last updated Jun 5, 2026

Under normal circumstances, the fund will invest at least 80% of its net assets (including any borrowings for investment purposes) in Latin American equity securities. These equity securities include the securities of Latin American companies and investment companies that primarily invest in the securities of issuers in, or seek to track the performance of indices based on, Latin American markets. It may invest up to 20% of its assets in countries other than Latin American countries.

Sharpe ratio is not yet available for OTGAX. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar mutual funds

The table compares OTG Latin America Fund's Sharpe Ratio with other mutual funds in the Latin America Equities category across multiple time periods, showing how OTGAX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 5, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
SLAFXDWS Latin America Equity Fund1.35
SLANXDWS Latin America Equity Fund Class A1.34
PRLAXT. Rowe Price Latin America Fund1.18
FLFAXFidelity Advisor Latin America Fund Class A—
OTGAXOTG Latin America Fund—

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows OTGAX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when OTGAX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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