Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OFALX (OLSTEIN ALL CAP VALUE FUND CLASS C) | 5.21% | 16.04% | 9.80% | -3.28% | 4.78% | 6.52% | 4.77% | … | … |
Data as of 06/04/2026, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OFALX (OLSTEIN ALL CAP VALUE FUND CLASS C) | 06/21/1996 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.27 | 16.04 | 9.80 | -3.28 | 4.78 | 6.52 | 4.77 | … | … | 5.21 | 7.06 | 8.94 | 11.39 | -26.74 | 4.01 | 10.01 | 27.14 | -11.04 | 14.30 | 11.52 | -9.62 | 15.02 | 36.41 | 15.30 | -4.30 | 16.17 | 37.01 | -43.80 | -3.24 | 14.44 | 2.81 | 11.06 | 36.19 | -19.27 | 17.12 | 13.25 | 34.62 | 15.03 | 35.08 | 10.55 |
| Sharpe Ratio | NA | 0.95 | 0.45 | -0.30 | 0.15 | NA | NA | … | … | 0.63 | 0.22 | 0.44 | 0.52 | -1.06 | 0.18 | 0.25 | 1.80 | -0.75 | 1.75 | 0.72 | -0.63 | 1.32 | 3.23 | 1.07 | -0.17 | 0.87 | 1.35 | -1.05 | -0.38 | 1.01 | 0.05 | 0.78 | 2.03 | -0.75 | 0.55 | 0.44 | 2.49 | 0.57 | 2.69 | 1.64 |
| Standard Deviation(%) | NA | 13.76 | 15.15 | 19.53 | 20.52 | NA | NA | … | … | 14.40 | 18.84 | 12.11 | 15.09 | 26.64 | 21.53 | 39.56 | 14.25 | 16.63 | 7.83 | 15.81 | 15.24 | 11.40 | 11.26 | 14.37 | 25.45 | 18.49 | 27.41 | 42.44 | 16.73 | 10.99 | 11.88 | 12.90 | 17.47 | 27.18 | 26.90 | 20.37 | 12.57 | 20.36 | 11.60 | 10.52 |
| Draw Down(%) | NA | 10.08 | 20.22 | 43.26 | 43.26 | NA | NA | … | … | 10.08 | 19.10 | 7.53 | 17.48 | 29.70 | 21.23 | 41.26 | 8.74 | 21.53 | 4.48 | 12.48 | 16.68 | 7.35 | 4.74 | 12.13 | 23.08 | 16.93 | 28.06 | 55.42 | 16.72 | 11.05 | 10.02 | 12.55 | 17.25 | 41.19 | 27.01 | 10.37 | 11.12 | 31.71 | 6.21 | 9.36 |
| Yield(%) | 0.00 | 8.68 | 6.99 | 2.68 | 4.23 | 5.53 | 4.43 | … | … | 0.00 | 8.48 | 11.04 | 0.14 | 0.00 | 0.00 | 0.20 | 4.01 | 8.82 | 6.50 | 0.25 | 13.47 | 1.33 | 0.00 | 0.00 | 0.00 | 0.00 | 0.44 | 0.00 | 16.29 | 8.25 | 11.30 | 1.70 | 0.00 | 0.00 | 8.93 | 19.59 | 26.48 | 5.02 | 24.91 | 8.95 |
Data as of 06/04/2026, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OFALX (OLSTEIN ALL CAP VALUE FUND CLASS C) |
-20.37%
Feb 2006 – Feb 2009 |
-10.88%
Feb 2004 – Feb 2009 |
1.48%
Feb 1999 – Feb 2009 |
3.05%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OFALX (OLSTEIN ALL CAP VALUE FUND CLASS C) |
32.73%
Jul 1996 – Jul 1999 |
27.18%
Jul 1996 – Jul 2001 |
15.25%
Oct 1996 – Oct 2006 |
9.93%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart