Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OFAVX (Olstein All Cap Value Fund -) | 4.94% | 16.73% | 10.43% | 3.10% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/01/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OFAVX (Olstein All Cap Value Fund -) | 11/01/2018 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.04 | 16.73 | 10.43 | 3.10 | NA | NA | NA | … | … | 4.94 | 7.84 | 9.83 | 12.22 | -18.60 | 26.32 | 10.84 | 28.09 | -9.03 |
| Sharpe Ratio | NA | 1.02 | 0.50 | 0.04 | NA | NA | NA | … | … | 0.69 | 0.26 | 0.51 | 0.57 | -0.83 | 1.93 | 0.27 | 1.87 | -2.04 |
| Standard Deviation(%) | NA | 13.70 | 15.17 | 17.35 | NA | NA | NA | … | … | 14.40 | 18.85 | 12.16 | 15.06 | 24.21 | 13.61 | 39.60 | 14.22 | 23.23 |
| Draw Down(%) | NA | 10.01 | 20.03 | 27.88 | NA | NA | NA | … | … | 10.01 | 18.99 | 7.48 | 17.01 | 27.88 | 7.37 | 41.17 | 8.71 | 16.54 |
| Yield(%) | 0.00 | 6.44 | 5.59 | 5.93 | 5.30 | 3.53 | 2.65 | … | … | 0.00 | 6.28 | 8.41 | 0.95 | 5.63 | 15.99 | 0.53 | 3.60 | 7.28 |
Data as of 06/05/2026, Common starting date is 11/01/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OFAVX (Olstein All Cap Value Fund -) |
-0.77%
Jun 2021 – Jun 2024 |
2.91%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OFAVX (Olstein All Cap Value Fund -) |
21.50%
Dec 2018 – Dec 2021 |
14.98%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart