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Osterweis Strategic Income (OSTIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.040.00 (0.00%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.15%
5-year average return4.57%
Number of years up17
Number of years down4
Best 1-yr total return (29 Apr 2024)24.90%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return24.90%
Worst 3-yr total return2.25%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOSTIXCategory
YTD2.34%3.62%
1-month1.05%1.08%
3-month2.34%2.50%
1-year12.10%14.69%
3-year4.09%6.16%
5-year4.79%6.21%
10-year4.16%5.48%
Last bull market9.12%11.96%
Last bear market-7.34%-7.27%

Annual total return (%) history

Year
OSTIXCategory
2024
N/AN/A
2023
12.30%N/A
2022
-5.94%N/A
2021
5.48%N/A
2020
9.02%4.91%
2019
5.35%12.62%
2018
-0.66%-2.59%
2017
5.99%6.47%
2016
10.95%13.30%
2015
-0.93%-4.01%
2014
1.26%1.11%
2013
6.58%6.90%
2012
8.55%14.67%
2011
4.06%2.83%
2010
10.14%14.24%
2009
24.90%46.70%
2008
-5.54%-26.41%
2007
3.43%1.47%
2006
9.99%10.14%
2005
2.69%2.59%
2004
7.37%9.99%
2003
16.56%24.36%
2002
N/A-1.52%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.34%N/AN/AN/A
20232.52%2.53%1.62%5.14%
2022-2.12%-7.34%-0.39%4.11%
20211.10%2.79%0.83%0.67%
2020-7.17%7.38%4.19%4.97%
20193.64%1.43%-0.28%0.50%
20180.28%0.50%1.82%-3.19%
20171.58%1.58%1.66%1.05%
20160.47%3.73%4.62%1.76%
20151.96%1.50%-2.58%-1.74%
20142.10%1.14%-0.93%-1.01%
20132.87%-0.18%1.86%1.89%
20123.07%0.65%2.37%2.21%
20112.40%0.59%-2.16%3.26%
20102.72%0.15%4.67%2.28%
20093.34%8.00%7.94%3.68%
20080.66%1.89%-1.83%-6.19%
20072.34%1.21%-0.82%0.68%
20063.31%1.36%2.13%2.84%
2005-0.19%0.43%1.67%0.75%
20042.93%-0.03%1.16%3.15%
20033.28%6.21%1.98%4.19%
20024.07%N/AN/AN/A

Rank in category (by total return)

YTD14
1-month64
3-month14
1-year13
3-year4
5-year15

Load adjusted returns

1-year12.10%
3-year4.09%
5-year4.79%
10-year4.16%