Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OFSFX (OLSTEIN STRATEGIC OPPORTUNITIES FUND ADVISER CLASS) | 11.86% | 26.87% | 9.97% | 0.98% | 7.81% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/12/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OFSFX (OLSTEIN STRATEGIC OPPORTUNITIES FUND ADVISER CLASS) | 05/12/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.49 | 26.87 | 9.97 | 0.98 | 7.81 | NA | NA | … | … | 11.86 | 4.59 | 3.21 | 14.63 | -21.21 | 22.20 | 16.11 | 29.21 | -13.84 | 6.22 | 20.77 | -17.74 |
| Sharpe Ratio | NA | 1.12 | 0.29 | -0.08 | 0.25 | NA | NA | … | … | 1.20 | 0.07 | -0.02 | 0.56 | -0.82 | 1.12 | 0.33 | 1.68 | -0.93 | 0.51 | 1.00 | -1.44 |
| Standard Deviation(%) | NA | 20.71 | 21.98 | 22.88 | 24.43 | NA | NA | … | … | 20.74 | 26.13 | 19.85 | 19.91 | 27.73 | 19.71 | 48.21 | 16.51 | 16.40 | 11.04 | 20.46 | 18.21 |
| Draw Down(%) | NA | 15.17 | 28.18 | 35.17 | 47.21 | NA | NA | … | … | 15.17 | 24.93 | 10.38 | 22.53 | 33.45 | 11.49 | 47.21 | 11.69 | 24.21 | 9.47 | 14.21 | 20.98 |
| Yield(%) | 0.00 | 3.12 | 3.65 | 3.51 | 3.63 | 2.41 | 1.81 | … | … | 0.00 | 2.92 | 6.83 | 0.50 | 1.25 | 11.27 | 0.00 | 0.29 | 0.79 | 0.00 | 0.00 | 7.70 |
Data as of 06/04/2026, Common starting date is 05/12/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OFSFX (OLSTEIN STRATEGIC OPPORTUNITIES FUND ADVISER CLASS) |
-10.55%
Mar 2017 – Mar 2020 |
-1.34%
Mar 2021 – Mar 2026 |
4.49%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OFSFX (OLSTEIN STRATEGIC OPPORTUNITIES FUND ADVISER CLASS) |
25.66%
Mar 2020 – Mar 2023 |
15.87%
Feb 2016 – Feb 2021 |
8.63%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart