Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OFSCX (OLSTEIN STRATEGIC OPPORTUNITIES FUND CLASS C) | 11.40% | 25.60% | 8.88% | -0.02% | 6.70% | 7.66% | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/07/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OFSCX (OLSTEIN STRATEGIC OPPORTUNITIES FUND CLASS C) | 11/07/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.46 | 25.60 | 8.88 | -0.02 | 6.70 | 7.66 | NA | … | … | 11.40 | 3.25 | -4.72 | 13.42 | -23.40 | 7.89 | 14.98 | 27.54 | -14.68 | 5.10 | 19.67 | -15.22 | 11.38 | 41.50 | 21.14 | -8.26 | 26.73 | 47.24 | -38.58 | -5.81 | 3.80 |
| Sharpe Ratio | NA | 1.07 | 0.24 | -0.12 | 0.21 | NA | NA | … | … | 1.14 | 0.02 | -0.54 | 0.46 | -0.89 | 0.36 | 0.30 | 1.59 | -0.98 | 0.40 | 0.95 | -0.90 | 0.76 | 2.94 | 1.18 | -0.25 | 1.10 | 1.26 | -0.81 | -0.51 | 3.03 |
| Standard Deviation(%) | NA | 20.65 | 21.97 | 22.88 | 24.42 | NA | NA | … | … | 20.73 | 26.14 | 20.95 | 19.93 | 27.88 | 21.92 | 48.16 | 16.47 | 16.40 | 11.09 | 20.46 | 17.02 | 15.06 | 14.09 | 17.97 | 32.81 | 24.27 | 37.40 | 48.79 | 17.36 | 8.75 |
| Draw Down(%) | NA | 15.28 | 28.42 | 35.72 | 47.30 | NA | NA | … | … | 15.28 | 25.05 | 15.37 | 23.12 | 33.93 | 21.27 | 47.30 | 11.75 | 24.35 | 9.80 | 14.27 | 22.62 | 10.27 | 6.02 | 15.37 | 28.10 | 23.00 | 36.01 | 57.00 | 22.16 | 1.65 |
| Yield(%) | 0.00 | 3.45 | 3.78 | 3.80 | 3.71 | 5.57 | 4.59 | … | … | 0.00 | 3.22 | 7.41 | 0.00 | 1.47 | 12.90 | 0.00 | 0.00 | 0.88 | 0.00 | 0.00 | 8.63 | 11.37 | 7.56 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.48 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| OFSCX (OLSTEIN STRATEGIC OPPORTUNITIES FUND CLASS C) |
-11.51%
Mar 2017 – Mar 2020 |
-7.15%
Mar 2015 – Mar 2020 |
1.85%
Apr 2015 – Apr 2025 |
4.53%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OFSCX (OLSTEIN STRATEGIC OPPORTUNITIES FUND CLASS C) |
36.31%
Feb 2009 – Feb 2012 |
30.18%
Feb 2009 – Feb 2014 |
15.88%
Feb 2009 – Feb 2019 |
12.61%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart