Nasdaq - Delayed Quote • USD
Olstein Strategic Opportunities A (OFSAX)
At close: 8:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -1.99% |
| 5y Average Return | 6.76% |
| Number of Years Up | 11 |
| Number of Years Down | 6 |
| Best 1Y Total Return (Apr 26, 2024) | 48.51% |
| Worst 1Y Total Return (Apr 26, 2024) | -- |
| Best 3Y Total Return | 48.51% |
| Worst 3Y Total Return | 2.98% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
OFSAX
Category
- YTD
- 4.44%
- 26.79%
- 1-Month
- 5.97%
- -1.77%
- 3-Month
- 4.44%
- 4.45%
- 1-Year
- 8.00%
- 71.02%
- 3-Year
- -2.69%
- 9.35%
- 5-Year
- 9.09%
- 12.17%
- 10-Year
- 5.90%
- 9.95%
- Last Bull Market
- 60.42%
- 28.07%
- Last Bear Market
- -19.20%
- -24.24%
Annual Total Return (%) History
Year
OFSAX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 4.44% | -- | -- | -- |
| 2023 | 10.52% | -1.00% | -8.65% | 14.34% |
| 2022 | -9.04% | -19.20% | -6.40% | 14.33% |
| 2021 | 23.90% | -0.04% | -3.53% | 1.79% |
| 2020 | -37.75% | 27.43% | 8.95% | 34.02% |
| 2019 | 10.07% | 5.19% | 0.35% | 10.69% |
| 2018 | -1.54% | 1.45% | 4.70% | -17.82% |
| 2017 | 2.85% | -0.47% | -1.72% | 5.24% |
| 2016 | 2.48% | -3.06% | 10.07% | 10.21% |
| 2015 | 4.82% | -4.22% | -16.15% | 1.67% |
| 2014 | 1.03% | 4.15% | -3.16% | 10.26% |
| 2013 | 13.70% | 4.49% | 8.99% | 10.09% |
| 2012 | 17.96% | -7.05% | 5.17% | 5.90% |
| 2011 | 5.24% | -2.16% | -21.37% | 14.13% |
| 2010 | 11.59% | -14.39% | 15.29% | 15.89% |
| 2009 | -12.25% | 33.58% | 18.22% | 7.17% |
| 2008 | -11.48% | -3.70% | 2.64% | -29.27% |
| 2007 | 5.31% | 9.54% | -11.56% | -7.06% |
Rank in Category (By Total Return)
| YTD | 53 |
| 1-Month | 14 |
| 3-Month | 53 |
| 1-Year | 97 |
| 3-Year | 98 |
| 5-Year | 65 |
Load Adjusted Returns
| 1-Year | 2.06% |
| 3-Year | -4.51% |
| 5-Year | 7.86% |
| 10-Year | 5.31% |
Performance & Risk
| YTD Return | -1.99% |
| 5y Average Return | 6.76% |
| Rank in Category (ytd) | 53 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.04 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Value |
| Fund Family | Olstein |
| Net Assets | 90.18M |
| YTD Return | 4.44% |
| Yield | 0.09% |
| Morningstar Rating | |
| Inception Date | Nov 01, 2006 |
Fund Summary
The fund seeks to achieve its objectives by investing primarily in common stocks of small- and mid-sized companies ("small-cap" or "mid-cap" stocks) that the fund's investment adviser believes are selling at a significant discount to private market value. It may invest up to 20% of its net assets in foreign securities that are traded in U.S. dollars, and will limit the fund's foreign investments to investments in developed countries, rather than countries with developing or emerging markets.
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