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Osterweis Growth & Income Fund (OSTVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.58+0.07 (+0.40%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.50%
5-year average return9.42%
Number of years up10
Number of years down3
Best 1-yr total return (3 Oct 2024)25.25%
Worst 1-yr total return (3 Oct 2024)N/A
Best 3-yr total return25.25%
Worst 3-yr total return2.61%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOSTVXCategory
YTD11.13%9.69%
1-month0.87%0.91%
3-month3.63%5.21%
1-year21.67%27.06%
3-year5.21%11.00%
5-year9.41%10.26%
10-year7.17%8.34%
Last bull market17.87%15.58%
Last bear market-11.03%-12.16%

Annual total return (%) history

Year
OSTVXCategory
2024
N/AN/A
2023
14.76%N/A
2022
-14.99%N/A
2021
17.70%N/A
2020
17.54%11.72%
2019
22.23%19.23%
2018
-7.33%-5.76%
2017
12.85%13.21%
2016
9.82%7.34%
2015
-5.72%-1.93%
2014
4.35%6.21%
2013
25.25%16.48%
2012
15.62%11.72%
2011
1.63%-0.11%
2010
N/A11.83%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.66%0.54%3.63%N/A
20234.09%3.38%-2.59%9.49%
2022-4.51%-11.03%-4.65%4.94%
20214.60%5.51%-0.70%7.42%
2020-14.12%14.59%7.64%10.96%
201911.28%3.29%1.76%4.50%
2018-2.43%2.22%3.49%-10.22%
20174.01%2.71%2.31%3.26%
2016-0.60%3.75%4.05%2.33%
20153.44%-1.04%-8.50%0.66%
20141.54%4.95%-2.77%0.71%
20139.34%1.49%6.15%6.33%
20127.38%-0.68%6.15%2.14%
20115.53%0.77%-11.58%8.09%
20107.22%N/AN/AN/A

Rank in category (by total return)

YTD74
1-month93
3-month92
1-year62
3-year41
5-year21

Load adjusted returns

1-year21.67%
3-year5.21%
5-year9.41%
10-year7.17%