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OSTIX: Osterweis Strategic Income (MUTUAL FUND)
Basic Info 11.39 0.01(0.09%) January 15
| Asset Class: | Multisector Bond |
| MyPlanIQ Rating: | (75%) |
| Start Date: | 10/08/2002 |
| Last Dividend Date: | 12/15/2020 |
| 12-Mo. Yield | 2.31% |
| Expenses | 0.92% |
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Performance Analytics (As of 01/15/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.2 | 0.4 | 8.8 | 4.4 | 6.6 | 4.9 | 4.8 | 5.6 | 9.0 | 5.4 | -0.7 | 6.0 | 11.0 | -0.9 | 1.3 | 6.6 | 8.5 | 4.1 | 10.1 | 19.5 | -10.9 | -0.5 | 7.0 | 2.7 | 7.4 | 16.6 | 3.2 |
| SR | NA | 6.14 | 1.58 | 1.01 | 1.9 | 1.77 | NA | 1.73 | 1.6 | 2.35 | -1.2 | 2.96 | 3.49 | -0.5 | 0.71 | 4.19 | 7.07 | 1.71 | 5.06 | 5.58 | -2.76 | -1.3 | 1.52 | 0.23 | 2.71 | 5.67 | 3.47 |
| DD(%) | NA | 0.1 | 10.0 | 10.0 | 10.0 | 10.0 | NA | 14.0 | 10.0 | 1.5 | 3.5 | 1.0 | 4.0 | 5.2 | 3.5 | 2.3 | 0.9 | 3.7 | 2.1 | 1.9 | 12.3 | 4.1 | 1.3 | 2.7 | 2.0 | 1.0 | 1.1 |
| SD(%) | NA | 1.5 | 5.5 | 3.4 | 3.1 | 2.5 | NA | 2.7 | 5.5 | 1.7 | 1.7 | 1.8 | 3.1 | 1.9 | 1.8 | 1.6 | 1.2 | 2.4 | 2.0 | 3.5 | 4.3 | 2.7 | 2.5 | 2.2 | 2.4 | 2.8 | 3.9 |
| TR | NA | -0.36 | 0.9 | 1.74 | -25.71 | -1.53 | NA | -5.39 | 0.84 | -0.31 | 2.15 | -2.85 | -1.6 | 0.13 | -0.22 | 0.79 | -0.71 | -0.36 | -0.91 | -3.7 | -1.78 | 0.55 | 0.85 | 0.04 | 0.34 | -2.19 | -0.54 |
| Alpha(%) | NA | 0.01 | 0.03 | 0.01 | 0.02 | 0.02 | NA | 0.02 | 0.03 | 0.02 | -0.01 | 0.02 | 0.04 | 0.0 | 0.01 | 0.03 | 0.03 | 0.02 | 0.04 | 0.07 | -0.05 | -0.01 | 0.01 | 0.0 | 0.02 | 0.06 | 0.06 |
| Beta(%) | NA | -0.25 | 0.1 | 0.02 | 0.0 | -0.03 | NA | -0.01 | 0.1 | -0.13 | -0.01 | -0.02 | -0.07 | -0.07 | -0.06 | 0.08 | -0.12 | -0.11 | -0.11 | -0.05 | 0.07 | -0.06 | 0.04 | 0.12 | 0.19 | -0.07 | -0.25 |
| RS | NA | 0.41 | 0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.01 | 0.07 | 0.0 | 0.0 | 0.01 | 0.02 | 0.01 | 0.03 | 0.08 | 0.04 | 0.05 | 0.0 | 0.01 | 0.01 | 0.0 | 0.03 | 0.12 | 0.01 | 0.08 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/08/2002
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