Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OSTGX (OSTERWEIS EMERGING OPPORTUNITY FUND INVESTOR CLASS) | 20.66% | 32.90% | 17.92% | 4.78% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OSTGX (OSTERWEIS EMERGING OPPORTUNITY FUND INVESTOR CLASS) | 12/01/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.55 | 32.90 | 17.92 | 4.78 | NA | NA | NA | … | … | 20.66 | 0.00 | 22.49 | 23.98 | -33.00 | 4.32 | 83.54 | 28.03 | 1.39 | 26.75 | 3.59 |
| Sharpe Ratio | NA | 1.41 | 0.64 | 0.06 | NA | NA | NA | … | … | 1.68 | -0.12 | 0.98 | 1.16 | -1.10 | 0.17 | 2.24 | 1.37 | 0.00 | 2.14 | 3.36 |
| Standard Deviation(%) | NA | 20.71 | 21.52 | 23.55 | NA | NA | NA | … | … | 24.27 | 24.89 | 19.19 | 17.69 | 31.43 | 24.96 | 36.99 | 19.45 | 25.29 | 12.24 | 16.57 |
| Draw Down(%) | NA | 13.61 | 31.06 | 43.57 | NA | NA | NA | … | … | 13.61 | 27.03 | 9.10 | 16.25 | 38.17 | 18.33 | 35.58 | 15.05 | 33.41 | 4.61 | 2.23 |
| Yield(%) | 0.00 | 2.49 | 1.39 | 4.12 | 10.21 | 6.81 | 5.11 | … | … | 0.00 | 2.27 | 1.04 | 0.00 | 0.00 | 18.58 | 17.28 | 7.72 | 7.52 | 20.07 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSTGX (OSTERWEIS EMERGING OPPORTUNITY FUND INVESTOR CLASS) |
-5.62%
Jan 2021 – Jan 2024 |
0.60%
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 |
|---|---|---|---|---|
| OSTGX (OSTERWEIS EMERGING OPPORTUNITY FUND INVESTOR CLASS) |
34.83%
Dec 2018 – Dec 2021 |
21.10%
Jan 2017 – Jan 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart