Dow Down3.39% Nasdaq Down4.12%

Olstein Strategic Opportunities A (OFSAX)

13.59 Down 0.66(4.63%) Jun 24

Performance Overview as of May 30, 2016Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:3.00
Year-to-Date Return:3.14%
5-Year Average Return:8.86%
Number of Years Up:5
Number of Years Down:4
Best 1 Yr Total Return (2009-12-31):48.51%
Worst 1 Yr Total Return (2008-12-31):-38.11%
Best 3-Yr Total Return (N/A):25.06%
Worst 3-Yr Total Return (N/A):-4.48%
Load Adjusted Returns 
1-Year:-18.92%
3-Year:3.72%
5-Year:7.63%
10-Year:N/A
Trailing Returns (%) vs. Benchmarks 
ReturnOFSAXCategoryDiffIndex*Diff
Year To Date3.14N/AN/AN/AN/A
1-Month-0.07N/AN/AN/AN/A
3-Month10.74N/AN/AN/AN/A
1-Year-14.20N/AN/AN/AN/A
3-Year5.69N/AN/AN/AN/A
5-Year8.86N/AN/AN/AN/A
Last Bull Market (Sep 29, 2011 to Apr 29, 2012)32.25N/AN/AN/AN/A
Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-23.95N/AN/AN/AN/A
Annual Total Return (%) History () 
YearOFSAXCategoryDiff
2016N/AN/AN/A
2015
 
-14.41N/AN/A
2014
 
12.34N/AN/A
2013
 
42.56N/AN/A
2012
 
22.12N/AN/A
2011
 
-7.60N/AN/A
2010
 
27.65N/AN/A
2009
 
48.51N/AN/A
2008
 
-38.11N/AN/A
2007
 
-5.17N/AN/A
Past Quarterly Returns (%) for OFSAX 
Q1Q2Q3Q4
20162.48N/AN/AN/A
20154.82-4.22-16.151.67
20141.034.15-3.1610.26
201313.704.498.9910.09
201217.96-7.055.175.90
20115.24-2.16-21.3714.13
201011.59-14.3915.2915.89
2009-12.2533.5818.227.17
2008-11.48-3.702.64-29.27
20075.319.54-11.56-7.06
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date51N/A
1-Month94N/A
3-Month54N/A
6-Month38N/A
1-Year96N/A
3-Year70N/A
5-Year28N/A