Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OSTVX (OSTERWEIS STRATEGIC INVESTMENT FUND INVESTOR CLASS) | 2.58% | 9.90% | 10.99% | 3.24% | 7.20% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/15/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OSTVX (OSTERWEIS STRATEGIC INVESTMENT FUND INVESTOR CLASS) | 12/15/2011 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.89 | 9.90 | 10.99 | 3.24 | 7.20 | NA | NA | … | … | 2.58 | 10.63 | 10.57 | 14.76 | -20.37 | 12.14 | 14.09 | 22.25 | -7.48 | 12.85 | 9.82 | -5.72 | 4.36 | 25.25 | 15.62 | 2.23 |
| Sharpe Ratio | NA | 1.14 | 0.95 | 0.08 | 0.48 | NA | NA | … | … | 0.55 | 0.79 | 0.90 | 1.38 | -1.24 | 1.16 | 0.63 | 2.55 | -0.86 | 2.99 | 1.14 | -0.62 | 0.58 | 3.38 | 2.38 | 8.15 |
| Standard Deviation(%) | NA | 7.74 | 8.53 | 11.20 | 11.76 | NA | NA | … | … | 8.89 | 9.85 | 7.76 | 8.14 | 17.67 | 10.46 | 21.93 | 8.15 | 10.31 | 4.10 | 8.43 | 9.34 | 7.44 | 7.45 | 6.59 | 9.14 |
| Draw Down(%) | NA | 6.55 | 10.14 | 24.62 | 25.94 | NA | NA | … | … | 6.55 | 10.14 | 4.49 | 6.56 | 21.06 | 7.73 | 25.94 | 3.50 | 14.06 | 1.59 | 8.88 | 12.94 | 6.88 | 5.25 | 4.71 | 0.73 |
| Yield(%) | 0.00 | 3.08 | 5.98 | 3.84 | 4.98 | 5.74 | 4.30 | … | … | 0.00 | 3.71 | 9.85 | 4.86 | 0.93 | 3.11 | 0.69 | 4.24 | 8.42 | 5.47 | 3.85 | 3.85 | 4.86 | 3.89 | 3.48 | 2.19 |
Data as of 06/10/2026, Common starting date is 12/15/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSTVX (OSTERWEIS STRATEGIC INVESTMENT FUND INVESTOR CLASS) |
-1.12%
Oct 2021 – Oct 2024 |
1.88%
Mar 2015 – Mar 2020 |
4.17%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSTVX (OSTERWEIS STRATEGIC INVESTMENT FUND INVESTOR CLASS) |
16.08%
Dec 2018 – Dec 2021 |
11.90%
Oct 2016 – Oct 2021 |
8.90%
Jan 2012 – Jan 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart