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Olstein Strategic Opportunities A (OFSAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.80-0.31 (-1.47%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-3.70%
5-year average return6.09%
Number of years up11
Number of years down6
Best 1-yr total return (4 Jul 2024)48.51%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return48.51%
Worst 3-yr total return2.98%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOFSAXCategory
YTD-0.83%26.79%
1-month-3.64%-1.77%
3-month-5.05%4.45%
1-year3.58%71.02%
3-year-4.35%9.35%
5-year6.88%12.17%
10-year4.93%9.95%
Last bull market27.22%28.07%
Last bear market-19.20%-24.24%

Annual total return (%) history

Year
OFSAXCategory
2024
N/AN/A
2023
14.28%N/A
2022
-21.35%N/A
2021
21.62%N/A
2020
15.82%4.02%
2019
28.61%21.43%
2018
-14.06%-15.46%
2017
5.88%8.54%
2016
20.51%25.99%
2015
-14.41%-6.71%
2014
12.34%3.34%
2013
42.56%36.22%
2012
22.12%16.00%
2011
-7.60%-4.45%
2010
27.65%26.17%
2009
48.51%31.32%
2008
-38.11%-32.24%
2007
-5.17%-6.08%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.44%-5.05%N/AN/A
202310.52%-1.00%-8.65%14.34%
2022-9.04%-19.20%-6.40%14.33%
202123.90%-0.04%-3.53%1.79%
2020-37.75%27.43%8.95%34.02%
201910.07%5.19%0.35%10.69%
2018-1.54%1.45%4.70%-17.82%
20172.85%-0.47%-1.72%5.24%
20162.48%-3.06%10.07%10.21%
20154.82%-4.22%-16.15%1.67%
20141.03%4.15%-3.16%10.26%
201313.70%4.49%8.99%10.09%
201217.96%-7.05%5.17%5.90%
20115.24%-2.16%-21.37%14.13%
201011.59%-14.39%15.29%15.89%
2009-12.25%33.58%18.22%7.17%
2008-11.48%-3.70%2.64%-29.27%
20075.31%9.54%-11.56%-7.06%

Rank in category (by total return)

YTD68
1-month88
3-month75
1-year94
3-year98
5-year81

Load adjusted returns

1-year-2.12%
3-year-6.13%
5-year5.68%
10-year4.34%