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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

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return15.26%
5-Year Average Return13.53%
Number of Years Up6
Number of Years Down1
Best 1 Yr Total Return (May 23, 2024)83.24%
Worst 1 Yr Total Return (May 23, 2024)N/A
Best 3-Yr Total Return83.24%
Worst 3-Yr Total Return-4.78%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnOSTGXCategory
YTD8.37%12.40%
1-Month-3.32%3.37%
3-Month9.37%4.88%
1-Year23.48%55.69%
3-Year-4.12%19.34%
5-Year12.18%20.72%
10-Year0.00%13.98%
Last Bull Market34.18%27.85%
Last Bear Market-20.00%-24.06%

Annual Total Return (%) History

Year
OSTGXCategory
2024
N/AN/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 (%)

YearQ1Q2Q3Q4
202412.10%N/AN/AN/A
202310.03%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%
201919.41%9.78%-7.78%5.91%
20189.22%10.23%11.68%-24.41%
20175.25%6.77%7.58%4.59%

Rank In Category (By Total Return)

YTD5
1-Month2
3-Month2
1-Year6
3-Year47
5-Year7

Load Adjusted Returns

1-Year23.48%
3-Year-4.12%
5-Year12.18%
10-YearN/A