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Olstein All Cap Value A (OFAVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.92+0.12 (+0.45%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.22%
5-year average return7.53%
Number of years up4
Number of years down1
Best 1-yr total return (27 Jun 2024)28.09%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return28.09%
Worst 3-yr total return4.40%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOFAVXCategory
YTD4.33%4.44%
1-month1.72%-4.04%
3-month1.83%4.09%
1-year16.04%14.37%
3-year-0.69%6.04%
5-year9.53%9.20%
10-year7.08%8.57%
Last bull market25.68%22.97%
Last bear market-16.16%-11.27%

Annual total return (%) history

Year
OFAVXCategory
2024
N/AN/A
2023
12.22%11.63%
2022
-18.52%-5.90%
2021
26.00%26.22%
2020
10.84%2.91%
2019
28.09%25.04%
2018
N/A-8.53%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.94%N/AN/AN/A
20235.84%3.02%-7.47%11.22%
2022-3.04%-16.16%-9.12%10.30%
202116.41%4.73%-1.57%5.00%
2020-31.43%22.29%8.50%21.82%
201911.94%4.92%0.71%8.30%
2018-14.72%N/AN/AN/A

Rank in category (by total return)

YTD90
1-month94
3-month90
1-year89
3-year99
5-year84

Load adjusted returns

1-year9.66%
3-year-2.55%
5-year8.29%
10-year6.47%