Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OFAFX (OLSTEIN ALL CAP VALUE FUND ADVISER CLASS) | 5.05% | 17.10% | 10.71% | -0.86% | 6.59% | 8.06% | 6.09% | … | … |
Data as of 06/05/2026, Common starting date is 04/06/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OFAFX (OLSTEIN ALL CAP VALUE FUND ADVISER CLASS) | 04/06/2000 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.03 | 17.10 | 10.71 | -0.86 | 6.59 | 8.06 | 6.09 | … | … | 5.05 | 8.15 | 10.06 | 12.55 | -23.84 | 10.14 | 11.08 | 28.44 | -10.12 | 15.39 | 12.71 | -8.73 | 16.20 | 37.54 | 16.13 | -3.55 | 17.04 | 38.16 | -43.54 | -2.48 | 15.25 | 3.59 | 11.85 | 37.22 | -18.68 | 9.27 | -10.83 |
| Sharpe Ratio | NA | 1.05 | 0.49 | -0.19 | 0.25 | NA | NA | … | … | 0.68 | 0.28 | 0.53 | 0.60 | -0.99 | 0.56 | 0.27 | 1.90 | -0.69 | 1.89 | 0.79 | -0.58 | 1.42 | 3.33 | 1.13 | -0.14 | 0.91 | 1.39 | -1.04 | -0.34 | 1.09 | 0.11 | 0.84 | 2.09 | -0.73 | 0.24 | -0.65 |
| Standard Deviation(%) | NA | 13.72 | 15.09 | 18.51 | 20.04 | NA | NA | … | … | 14.17 | 18.84 | 12.14 | 15.06 | 25.54 | 18.08 | 39.57 | 14.23 | 16.66 | 7.84 | 15.82 | 15.20 | 11.42 | 11.28 | 14.38 | 25.58 | 18.53 | 27.45 | 42.55 | 16.74 | 10.94 | 11.94 | 12.89 | 17.49 | 27.13 | 28.42 | 28.72 |
| Draw Down(%) | NA | 9.97 | 19.95 | 37.53 | 41.17 | NA | NA | … | … | 9.97 | 18.97 | 7.45 | 16.87 | 27.75 | 17.32 | 41.17 | 8.73 | 21.20 | 4.44 | 12.41 | 16.38 | 7.34 | 4.73 | 12.04 | 22.86 | 16.73 | 27.93 | 55.23 | 16.41 | 10.95 | 9.95 | 12.36 | 17.17 | 40.94 | 26.81 | 24.90 |
| Yield(%) | 0.00 | 6.49 | 5.80 | 2.46 | 3.95 | 5.35 | 4.43 | … | … | 0.00 | 6.33 | 8.60 | 1.34 | 0.00 | 0.00 | 0.61 | 3.60 | 7.12 | 5.36 | 0.21 | 11.62 | 1.16 | 0.00 | 0.00 | 0.00 | 0.00 | 0.40 | 0.00 | 15.21 | 7.79 | 10.82 | 1.64 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 04/06/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OFAFX (OLSTEIN ALL CAP VALUE FUND ADVISER CLASS) |
-19.81%
Feb 2006 – Feb 2009 |
-10.24%
Feb 2004 – Feb 2009 |
-0.35%
Aug 2000 – Aug 2010 |
4.02%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OFAFX (OLSTEIN ALL CAP VALUE FUND ADVISER CLASS) |
28.00%
Feb 2009 – Feb 2012 |
24.41%
Feb 2009 – Feb 2014 |
15.40%
Feb 2009 – Feb 2019 |
11.51%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
