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Osterweis Emerging Opportunity (OSTGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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16.04-0.20 (-1.23%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return12.80%
5-Year Average Return12.28%
Number of Years Up6
Number of Years Down1
Best 1 Yr Total Return (Jun 13, 2024)83.24%
Worst 1 Yr Total Return (Jun 13, 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
YTD14.21%12.40%
1-Month5.39%3.37%
3-Month6.42%4.88%
1-Year29.82%55.69%
3-Year-1.17%19.34%
5-Year13.65%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)

YTD8
1-Month30
3-Month5
1-Year6
3-Year37
5-Year9

Load Adjusted Returns

1-Year29.82%
3-Year-1.17%
5-Year13.65%
10-YearN/A