OFSAX - Olstein Strategic Opportunities A

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return0.61%
5-Year Average Return11.97%
Number of Years Up6
Number of Years Down4
Best 1 Yr Total Return (Sep 29, 2017)48.51%
Worst 1 Yr Total Return (Sep 29, 2017)-38.11%
Best 3-Yr Total Return48.51%
Worst 3-Yr Total Return-4.48%

Trailing Returns (%) Vs. Benchmarks

ReturnOFSAXCategory
YTD0.61%8.45%
1-Month3.94%6.17%
3-Month-1.72%5.10%
1-Year10.88%18.91%
3-Year4.59%10.01%
5-Year11.97%12.83%
10-Year7.41%7.19%
Last Bull Market32.25%27.59%
Last Bear Market-23.95%-24.18%

Annual Total Return (%) History

Year
OFSAXCategory
2017
N/AN/A
2016
20.51%20.78%
2015
-14.41%-5.38%
2014
12.34%3.79%
2013
42.56%37.39%
2012
22.12%15.46%
2011
-7.60%-4.07%
2010
27.65%25.61%
2009
48.51%31.80%
2008
-38.11%-36.56%
2007
-5.17%-1.10%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20172.85%-0.47%-1.72%N/A
20162.48%-3.06%10.07%10.21%
20154.82%-4.22%-16.15%1.67%
20141.03%4.15%-3.16%10.26%
201313.70%4.49%8.99%10.09%
201217.96%-7.05%5.17%5.90%
20115.24%-2.16%-21.37%14.13%
201011.59%-14.39%15.29%15.89%
2009-12.25%33.58%18.22%7.17%
2008-11.48%-3.70%2.64%-29.27%
20075.31%9.54%-11.56%-7.06%

Rank In Category (By Total Return)

YTD98
1-Month94
3-Month100
1-Year97
3-Year94
5-Year73

Load Adjusted Returns

1-Year4.78%
3-Year2.64%
5-Year10.71%
10-Year6.81%