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Osterweis Emerging Opportunity (OSTGX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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16.39
+0.25
(+1.55%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance Overview
Morningstar Return Rating
N/A1
Year-to-Date Return
15.26%
5-Year Average Return
13.53%
Number of Years Up
6
Number of Years Down
1
Best 1 Yr Total Return (May 23, 2024)
83.24%
Worst 1 Yr Total Return (May 23, 2024)
N/A
Best 3-Yr Total Return
83.24%
Worst 3-Yr Total Return
-4.78%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return
OSTGX
Category
YTD
8.37%
12.40%
1-Month
-3.32%
3.37%
3-Month
9.37%
4.88%
1-Year
23.48%
55.69%
3-Year
-4.12%
19.34%
5-Year
12.18%
20.72%
10-Year
0.00%
13.98%
Last Bull Market
34.18%
27.85%
Last Bear Market
-20.00%
-24.06%
Annual Total Return (%) History
Year
OSTGX
Category
2024
N/A
N/A
2023
23.98%
N/A
2022
-33.00%
N/A
2021
3.95%
N/A
2020
83.24%
38.62%
2019
28.03%
27.68%
2018
1.64%
-5.76%
2017
26.44%
21.50%
Past Quarterly Returns (%)
Year
Q1
Q2
Q3
Q4
2024
12.10%
N/A
N/A
N/A
2023
10.03%
9.03%
-7.78%
12.06%
2022
-17.93%
-20.00%
-0.71%
2.78%
2021
-0.65%
8.65%
-2.53%
-1.21%
2020
-13.83%
45.94%
13.55%
28.32%
2019
19.41%
9.78%
-7.78%
5.91%
2018
9.22%
10.23%
11.68%
-24.41%
2017
5.25%
6.77%
7.58%
4.59%
Rank In Category (By Total Return)
YTD
5
1-Month
2
3-Month
2
1-Year
6
3-Year
47
5-Year
7
Load Adjusted Returns
1-Year
23.48%
3-Year
-4.12%
5-Year
12.18%
10-Year
N/A
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