Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OSTFX (OSTERWEIS FUND INVESTOR CLASS) | 5.08% | 16.53% | 15.16% | 3.43% | 8.32% | 7.99% | 6.35% | … | … |
Data as of 06/04/2026, Common starting date is 12/30/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OSTFX (OSTERWEIS FUND INVESTOR CLASS) | 12/30/1993 | 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 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 16.53 | 15.16 | 3.43 | 8.32 | 7.99 | 6.35 | … | … | 5.08 | 12.85 | 13.48 | 22.64 | -27.46 | 8.74 | 17.18 | 33.17 | -7.85 | 14.83 | 4.89 | -6.17 | 5.51 | 33.92 | 13.74 | -4.28 | 12.42 | 31.13 | -30.64 | 1.44 | 2.12 | 9.07 | 17.73 | 33.05 | -11.61 | -9.84 | 7.09 | 67.42 | 18.78 | 28.25 | 14.90 | 14.78 | -2.03 | 0.23 |
| Sharpe Ratio | NA | 1.31 | 0.88 | 0.06 | 0.40 | NA | NA | … | … | 0.75 | 0.64 | 0.81 | 1.50 | -1.20 | 0.55 | 0.53 | 2.84 | -0.60 | 2.20 | 0.39 | -0.45 | 0.52 | 3.08 | 1.23 | -0.21 | 0.93 | 2.36 | -1.24 | -0.13 | -0.11 | 0.74 | 1.53 | 3.11 | -0.88 | -0.88 | 0.13 | 4.42 | 0.84 | 2.17 | 1.35 | 1.67 | -0.54 | NA |
| Standard Deviation(%) | NA | 11.51 | 13.36 | 16.44 | 17.11 | NA | NA | … | … | 13.21 | 15.56 | 12.12 | 12.77 | 24.16 | 15.78 | 31.56 | 11.17 | 15.33 | 6.47 | 12.12 | 13.88 | 10.61 | 10.98 | 11.24 | 20.42 | 13.22 | 13.17 | 25.31 | 12.89 | 12.31 | 9.17 | 10.94 | 10.41 | 14.51 | 14.19 | 21.88 | 14.48 | 18.18 | 11.26 | 8.27 | 6.45 | 9.44 | 0.00 |
| Draw Down(%) | NA | 10.06 | 15.80 | 35.16 | 35.16 | NA | NA | … | … | 10.06 | 15.80 | 7.55 | 9.47 | 28.37 | 13.38 | 32.54 | 5.08 | 17.61 | 2.63 | 10.88 | 17.11 | 9.35 | 6.98 | 8.22 | 22.68 | 10.64 | 10.89 | 35.71 | 12.99 | 9.45 | 6.07 | 9.81 | 6.81 | 21.85 | 21.94 | 17.06 | 10.79 | 25.32 | 6.27 | 9.54 | 7.60 | 7.50 | 0.00 |
| Yield(%) | 0.00 | 6.26 | 9.14 | 4.38 | 8.15 | 8.13 | 6.58 | … | … | 0.00 | 6.38 | 14.93 | 4.73 | 0.00 | 0.92 | 0.57 | 9.27 | 21.25 | 34.60 | 7.26 | 17.12 | 8.74 | 9.77 | 4.16 | 1.10 | 1.06 | 0.47 | 0.00 | 0.00 | 0.00 | 5.38 | 5.73 | 1.31 | 0.25 | 1.23 | 19.04 | 12.40 | 10.81 | 11.91 | 0.72 | 1.93 | 2.41 | 0.23 |
Data as of 06/04/2026, Common starting date is 12/30/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSTFX (OSTERWEIS FUND INVESTOR CLASS) |
-12.72%
Feb 2006 – Feb 2009 |
-3.65%
Feb 2004 – Feb 2009 |
2.18%
Aug 2000 – Aug 2010 |
4.50%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSTFX (OSTERWEIS FUND INVESTOR CLASS) |
40.80%
Mar 1997 – Mar 2000 |
28.93%
Mar 1995 – Mar 2000 |
16.22%
Dec 1994 – Dec 2004 |
10.75%
Mar 1995 – Mar 2010 |
Annualized Rolling Returns Comparison Chart