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OSTFX: OSTERWEIS FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 20.07 0.03(0.15%) July 25
See more info about OSTFXAsset Class: | MID-CAP BLEND |
MyPlanIQ Rating: | (92%) |
Start Date: | 12/30/1993 |
Last Dividend Date: | 12/16/2024 |
12-Mo. Yield | 0.17% |
Expenses | 0.95% |
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Performance Analytics (As of 07/25/2025)
Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/30/1993 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) ? | 1.7 | 7.5 | -2.1 | 4.2 | 2.3 | 4.8 | 7.1 | 5.1 | 8.4 |
Sharpe Ratio ? | NA | 0.58 | -0.25 | 0.05 | 0.01 | 0.19 | NA | NA | 0.43 |
Draw Down(%) ? | NA | 15.8 | 25.6 | 25.6 | 35.2 | 35.2 | NA | NA | 43.6 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/30/1993
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See MID-CAP BLEND Asset Class Trend Rankings |
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