Find A Portfolio/Ticker
Comparison Box
OSTFX: Osterweis (MUTUAL FUND)
Basic Info 16.45 0.11(0.67%) March 20
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (91%) |
| Start Date: | 06/26/1997 |
| Last Dividend Date: | 12/15/2022 |
| 12-Mo. Yield | 4.66% |
| Expenses | 0.98% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 03/17/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 2.7 | 2.9 | -12.1 | 15.8 | 8.4 | 7.7 | 7.4 | 8.9 | -22.0 | 7.9 | 23.1 | 33.1 | -7.3 | 14.4 | 4.9 | -6.4 | 5.6 | 33.8 | 13.7 | -4.3 | 12.4 | 31.1 | -30.6 | 1.4 | 2.1 | 9.1 | 17.7 | 33.0 | -11.6 | -9.8 | 7.4 | 67.4 | 18.6 | 28.2 | 14.9 | 14.8 | -2.0 | 0.2 |
| SR | NA | 0.31 | -0.72 | 0.59 | 0.32 | 0.41 | NA | 0.5 | -1.05 | 0.47 | 0.73 | 2.84 | -0.56 | 2.16 | 0.38 | -0.46 | 0.53 | 3.08 | 1.22 | -0.21 | 0.93 | 2.36 | -1.24 | -0.12 | -0.1 | 0.75 | 1.53 | 3.11 | -0.88 | -0.87 | 0.15 | 4.43 | 0.84 | 2.19 | 1.37 | 1.7 | -0.53 | NA |
| DD(%) | NA | 8.2 | 23.3 | 32.1 | 32.5 | 32.5 | NA | 43.6 | 27.3 | 14.1 | 32.5 | 5.1 | 17.1 | 2.6 | 10.9 | 17.1 | 9.3 | 7.0 | 8.2 | 22.7 | 10.6 | 10.9 | 35.7 | 13.0 | 9.4 | 6.1 | 9.8 | 6.8 | 21.9 | 21.9 | 17.1 | 10.8 | 25.3 | 6.3 | 9.5 | 7.6 | 7.5 | 0.0 |
| SD(%) | NA | 16.7 | 21.4 | 22.1 | 21.3 | 17.1 | NA | 15.3 | 22.3 | 16.6 | 31.3 | 11.2 | 15.2 | 6.4 | 12.1 | 13.9 | 10.6 | 11.0 | 11.2 | 20.4 | 13.2 | 13.2 | 25.3 | 12.9 | 12.3 | 9.2 | 10.9 | 10.4 | 14.5 | 14.2 | 21.9 | 14.5 | 18.2 | 11.3 | 8.3 | 6.4 | 9.4 | 0.0 |
| TR | NA | 0.07 | -0.18 | 0.16 | 0.08 | 0.08 | NA | 0.12 | -0.28 | 0.09 | 0.28 | 0.39 | -0.1 | 0.2 | 0.06 | -0.08 | 0.07 | 0.41 | 0.19 | -0.06 | 0.21 | 0.82 | -0.58 | -0.02 | -0.02 | 0.1 | 0.21 | 0.55 | -0.24 | -0.25 | 0.06 | 1.15 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha(%) | NA | 0.06 | -0.02 | 0.0 | 0.01 | 0.0 | NA | 0.01 | -0.04 | -0.05 | 0.03 | 0.02 | 0.0 | 0.0 | -0.01 | -0.02 | -0.02 | 0.02 | 0.01 | -0.01 | -0.01 | 0.05 | -0.04 | -0.01 | -0.03 | 0.0 | 0.0 | 0.04 | -0.02 | -0.04 | 0.0 | 0.18 | 0.04 | NA | NA | NA | NA | NA |
| Beta(%) | NA | 0.81 | 0.83 | 0.82 | 0.84 | 0.83 | NA | 0.65 | 0.84 | 0.87 | 0.82 | 0.82 | 0.9 | 0.7 | 0.75 | 0.85 | 0.79 | 0.83 | 0.71 | 0.73 | 0.59 | 0.38 | 0.54 | 0.69 | 0.63 | 0.69 | 0.8 | 0.59 | 0.53 | 0.5 | 0.57 | 0.56 | 0.75 | NA | NA | NA | NA | NA |
| RS | NA | 0.88 | 0.93 | 0.77 | 0.83 | 0.84 | NA | 0.72 | 0.94 | 0.63 | 0.93 | 0.88 | 0.92 | 0.73 | 0.89 | 0.87 | 0.86 | 0.89 | 0.89 | 0.94 | 0.93 | 0.87 | 0.91 | 0.79 | 0.43 | 0.84 | 0.85 | 0.85 | 0.85 | 0.64 | 0.58 | 0.43 | 0.64 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/26/1997
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP BLEND Asset Class Trend Rankings |
Top Rated Funds in MID-CAP BLEND
Best Mutual Funds
- ARGFX (Ariel Investor) 1.47% (100%)
- VIMSX (Vanguard Mid Cap Index Inv) 1.18% (97%)
- VEXMX (Vanguard Extended Market Idx Inv) 0.93% (96%)
- LAVLX (Lord Abbett Mid Cap Stock A) 1.66% (92%)
- LLSCX (Longleaf Partners Small-Cap) 0.90% (92%)
- OSTFX (Osterweis) 0.67% (91%)
- RSVAX (RS Value A) 1.47% (91%)
- RVFCX (Royce Value Consult) 0.66% (91%)
- LVOYX (Lord Abbett Value Opportunities I) 1.49% (89%)
- WHGMX (Westwood SMidCap Institutional) 1.36% (88%)
Best ETFs
- PWC (PowerShares Dynamic Market ETF) 1.48% (100%)
- MDY (SPDR S&P MidCap 400 ETF) 1.66% (99%)
- RYJ (Guggenheim Raymond James SB-1 Equity ETF) 0.72% (98%)
- CSD (Guggenheim Spin-Off ETF) 0.99% (96%)
- CZA (Guggenheim Mid-Cap Core ETF) 1.42% (96%)
- EZM (WisdomTree MidCap Earnings ETF) 1.51% (95%)
- FNX (First Trust Mid Cap Core AlphaDEX ETF) 1.62% (95%)
- IJH (iShares Core S&P Mid-Cap) 1.72% (94%)
- IWR (iShares Russell Mid-Cap) 1.33% (94%)
- JKG (iShares Morningstar Mid-Cap) (93%)
Best Closed End Funds
- CET (Central Securities Corporation Common) 0.36% (99%)
- CUBA (Herzfeld Caribbean Basin Common) 0.83% (98%)
- FUND (Royce Focus Trust Common) 0.38% (97%)
Latest Articles Related to OSTFX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
