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Olstein Strategic Opportunities C (OFSCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.23+0.04 (+0.22%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.03%
5-year average return6.72%
Number of years up11
Number of years down6
Best 1-yr total return (17 Jun 2024)47.24%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return47.24%
Worst 3-yr total return2.21%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOFSCXCategory
YTD2.61%26.79%
1-month5.65%-1.77%
3-month4.25%4.45%
1-year15.31%71.02%
3-year-4.66%9.35%
5-year8.78%12.17%
10-year5.03%9.95%
Last bull market26.82%28.07%
Last bear market-19.38%-24.24%

Annual total return (%) history

Year
OFSCXCategory
2024
N/AN/A
2023
13.42%N/A
2022
-21.93%N/A
2021
20.73%N/A
2020
14.98%4.02%
2019
27.54%21.43%
2018
-14.67%-15.46%
2017
5.10%8.54%
2016
19.67%25.99%
2015
-15.11%-6.71%
2014
11.56%3.34%
2013
41.50%36.22%
2012
21.14%16.00%
2011
-8.26%-4.45%
2010
26.73%26.17%
2009
47.24%31.32%
2008
-38.58%-32.24%
2007
-5.81%-6.08%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.23%N/AN/AN/A
202310.28%-1.12%-8.87%14.13%
2022-9.20%-19.38%-6.51%14.06%
202123.72%-0.25%-3.71%1.60%
2020-37.80%27.19%8.65%33.76%
20199.85%4.96%0.19%10.40%
2018-1.70%1.22%4.50%-17.93%
20172.65%-0.65%-1.88%5.03%
20162.30%-3.18%9.85%9.99%
20154.61%-4.40%-16.30%1.42%
20140.91%3.90%-3.29%10.03%
201313.49%4.34%8.80%9.83%
201217.71%-7.23%4.93%5.72%
20115.03%-2.31%-21.52%13.94%
201011.38%-14.50%15.05%15.68%
2009-12.40%33.08%18.10%6.93%
2008-11.73%-3.85%2.42%-29.35%
20075.11%9.36%-11.74%-7.16%

Rank in category (by total return)

YTD54
1-month17
3-month27
1-year94
3-year98
5-year81

Load adjusted returns

1-year14.31%
3-year-4.66%
5-year8.78%
10-year5.03%