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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
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★
Number of years up
22
Number of years down
8
Best 1-yr total return (27 Jun 2024)
33.84%
Worst 1-yr total return (27 Jun 2024)
N/A
Risk statistics
3 years
OSTFX
Category average
5 years
OSTFX
Category average
10 years
OSTFX
Category average
Alpha
-4.76
-0.01
-1.74
-0.01
-3.38
-0.01
BETA
0.9
0.01
0.88
0.01
0.88
0.01
Mean annual return
0.43
0.01
1.09
0.01
0.7
0.01
R-squared
94.65
0.94
93.52
0.95
91.22
0.95
Standard deviation
16.42
0.17
16.69
0.19
14.14
0.15
Sharpe ratio
0.12
0
0.65
0.01
0.49
0.01
Treynor ratio
0.72
0.03
11.35
0.1
6.94
0.1
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