Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OFSAX (OLSTEIN STRATEGIC OPPORTUNITIES FUND CLASS A) | 10.44% | 25.23% | 9.27% | -1.71% | 6.26% | 7.47% | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/07/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OFSAX (OLSTEIN STRATEGIC OPPORTUNITIES FUND CLASS A) | 11/07/2006 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 25.23 | 9.27 | -1.71 | 6.26 | 7.47 | NA | … | … | 10.44 | 4.93 | 3.00 | 14.27 | -22.62 | 10.23 | 15.82 | 28.61 | -14.06 | 5.88 | 20.51 | -14.51 | 12.18 | 42.56 | 22.12 | -7.60 | 27.65 | 48.51 | -38.11 | -5.17 | 3.60 |
| Sharpe Ratio | NA | 1.11 | 0.28 | -0.18 | 0.19 | NA | NA | … | … | 1.19 | 0.08 | -0.03 | 0.54 | -0.87 | 0.48 | 0.32 | 1.65 | -0.95 | 0.47 | 0.99 | -0.86 | 0.81 | 3.02 | 1.24 | -0.23 | 1.14 | 1.29 | -0.80 | -0.48 | 2.78 |
| Standard Deviation(%) | NA | 20.66 | 21.93 | 23.15 | 24.56 | NA | NA | … | … | 20.73 | 25.67 | 19.83 | 19.92 | 27.80 | 21.29 | 48.23 | 16.48 | 16.38 | 11.08 | 20.49 | 16.98 | 15.05 | 14.06 | 17.99 | 32.90 | 24.22 | 37.49 | 48.76 | 17.40 | 8.83 |
| Draw Down(%) | NA | 15.17 | 28.20 | 41.50 | 47.25 | NA | NA | … | … | 15.17 | 24.93 | 10.40 | 22.66 | 33.60 | 19.83 | 47.25 | 11.75 | 24.27 | 9.52 | 14.23 | 22.33 | 10.08 | 5.89 | 15.29 | 27.93 | 22.96 | 36.02 | 56.66 | 21.82 | 1.66 |
| Yield(%) | 0.00 | 2.91 | 3.41 | 1.44 | 1.53 | 3.75 | 3.23 | … | … | 0.00 | 2.71 | 6.71 | 0.10 | 0.00 | 0.00 | 0.00 | 0.00 | 0.80 | 0.00 | 0.00 | 8.07 | 10.78 | 7.24 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.56 | 0.00 |
Data as of 06/03/2026, Common starting date is 11/07/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OFSAX (OLSTEIN STRATEGIC OPPORTUNITIES FUND CLASS A) |
-10.86%
Mar 2017 – Mar 2020 |
-6.47%
Mar 2015 – Mar 2020 |
1.43%
Apr 2015 – Apr 2025 |
4.62%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OFSAX (OLSTEIN STRATEGIC OPPORTUNITIES FUND CLASS A) |
37.36%
Feb 2009 – Feb 2012 |
31.17%
Feb 2009 – Feb 2014 |
16.75%
Feb 2009 – Feb 2019 |
12.59%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart