Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OSTRX (OSTERWEIS TOTAL RETURN FUND INVESTOR CLASS) | NA | -2.93% | -3.25% | 0.22% | NA | NA | NA | … | … |
Data as of 12/18/2023, Common starting date is 01/03/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OSTRX (OSTERWEIS TOTAL RETURN FUND INVESTOR CLASS) | 01/03/2017 | 12/18/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.07 | -2.93 | -3.25 | 0.22 | NA | NA | NA | … | … | -2.16 | -6.34 | -1.43 | 5.11 | 6.52 | 1.33 | 3.85 |
| Sharpe Ratio | NA | -1.43 | -1.38 | -0.36 | NA | NA | NA | … | … | -1.23 | -2.50 | -0.73 | 1.30 | 3.33 | 0.01 | 1.30 |
| Standard Deviation(%) | NA | 5.26 | 3.69 | 3.39 | NA | NA | NA | … | … | 5.31 | 3.10 | 1.99 | 3.73 | 1.54 | 1.72 | 2.49 |
| Draw Down(%) | NA | 6.55 | 10.47 | 10.47 | NA | NA | NA | … | … | 6.55 | 7.66 | 2.60 | 6.27 | 0.61 | 1.84 | 1.08 |
| Yield(%) | 0.00 | 4.27 | 2.54 | 2.72 | 1.87 | 1.25 | 0.94 | … | … | 4.14 | 1.26 | 0.78 | 3.49 | 3.62 | 3.54 | 1.94 |
Data as of 12/18/2023, Common starting date is 01/03/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSTRX (OSTERWEIS TOTAL RETURN FUND INVESTOR CLASS) |
-3.16%
Nov 2020 – Nov 2023 |
0.21%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSTRX (OSTERWEIS TOTAL RETURN FUND INVESTOR CLASS) |
4.36%
Jan 2018 – Jan 2021 |
2.25%
Feb 2017 – Feb 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart