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Osterweis (OSTFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.78-0.05 (-0.24%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.36%
5-year average return11.69%
Number of years up22
Number of years down8
Best 1-yr total return (27 Jun 2024)33.84%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return33.84%
Worst 3-yr total return1.22%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOSTFXCategory
YTD7.75%5.31%
1-month2.79%-4.19%
3-month1.25%3.90%
1-year23.58%20.31%
3-year3.92%6.48%
5-year12.30%11.78%
10-year7.69%10.96%
Last bull market26.27%25.56%
Last bear market-15.18%-15.11%

Annual total return (%) history

Year
OSTFXCategory
2024
N/AN/A
2023
22.65%22.32%
2022
-21.87%-16.96%
2021
19.29%26.07%
2020
23.13%15.83%
2019
33.12%28.78%
2018
-7.26%-6.27%
2017
14.43%20.44%
2016
4.87%10.37%
2015
-6.35%-1.07%
2014
5.60%10.96%
2013
33.84%31.50%
2012
13.66%14.96%
2011
-4.29%-1.27%
2010
12.43%14.01%
2009
31.13%28.17%
2008
-29.23%-37.79%
2007
4.68%6.16%
2006
11.36%14.17%
2005
9.08%5.88%
2004
17.68%10.02%
2003
33.13%27.05%
2002
-11.67%-22.25%
2001
-9.84%-13.50%
2000
7.38%-6.31%
1999
67.41%20.16%
1998
18.62%22.39%
1997
28.25%28.37%
1996
16.11%20.76%
1995
14.78%32.35%
1994
-1.16%-0.93%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.04%N/AN/AN/A
20236.32%5.65%-3.90%13.62%
2022-7.58%-15.18%-5.91%5.92%
20214.51%7.03%-1.53%8.31%
2020-16.16%17.85%9.94%13.35%
201914.92%3.51%4.52%7.08%
2018-2.99%3.76%4.23%-11.61%
20174.78%2.26%2.40%4.28%
2016-1.30%2.27%2.45%1.40%
20154.27%-2.23%-10.52%2.66%
20141.30%5.98%-3.47%1.90%
201314.37%1.75%7.44%7.05%
20128.47%-2.48%6.86%0.55%
20115.09%-0.53%-17.05%10.38%
20103.86%-7.32%8.45%7.69%
2009-2.31%15.00%8.70%7.38%
2008-8.49%3.38%-8.46%-18.28%
20075.25%4.92%-2.70%-2.56%
20064.24%-3.59%3.53%7.03%
20050.76%3.38%3.65%1.03%
20045.96%-0.04%0.63%10.41%
2003-0.24%12.60%3.78%14.19%
20023.02%-9.94%-9.30%4.99%
2001-4.21%3.67%-14.90%6.68%
20009.87%-7.09%7.51%-2.16%
199912.74%15.69%-2.40%31.52%
199814.10%0.65%-16.20%23.25%
19970.39%15.14%9.10%1.70%
19964.45%4.97%2.14%3.69%
19953.71%6.49%6.18%-2.12%
1994-1.34%0.50%3.92%-4.07%

Rank in category (by total return)

YTD77
1-month87
3-month86
1-year73
3-year93
5-year82

Load adjusted returns

1-year23.58%
3-year3.92%
5-year12.30%
10-year7.69%