Olstein Strategic Opportunities A (OFSAX)

19.58 -0.38 (-1.90%) USD  |  Aug 09 2022

OFSAX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
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10%
5%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of August 09, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Olstein Strategic Opportunities A
22.12%
42.56%
12.34%
-14.41%
20.51%
5.88%
-14.06%
28.61%
15.82%
21.62%
-19.92%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-12.72%
Columbia Small Cap Value II A
14.23%
39.85%
4.31%
-3.14%
23.39%
10.63%
-17.69%
20.35%
9.85%
33.70%
-10.38%
PACE Small/Medium Co Value Equity A
18.22%
35.39%
5.47%
-3.17%
22.67%
9.19%
-16.80%
25.62%
11.86%
25.51%
-8.75%
Lord Abbett Focused Small Cap Value A
18.42%
38.18%
-0.23%
2.04%
30.71%
7.49%
-9.28%
20.56%
8.23%
27.17%
-13.55%
MassMutual Small Company Value A
14.28%
31.69%
3.51%
-7.08%
24.91%
9.92%
-15.53%
21.57%
4.20%
35.88%
-11.85%
As of August 09, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Olstein Strategic Opportunities A
7.41%
-2.78%
-17.83%
-20.67%
8.98%
6.07%
9.03%
6.78%
--
6.82%
S&P 500 Total Return
5.82%
3.73%
-9.43%
-5.61%
14.07%
12.74%
13.58%
9.40%
10.01%
10.07%
Columbia Small Cap Value II A
7.20%
3.92%
-7.73%
-2.52%
12.83%
7.56%
10.30%
7.38%
9.86%
8.71%
PACE Small/Medium Co Value Equity A
7.35%
4.39%
-6.08%
-6.10%
11.86%
7.92%
10.38%
6.80%
8.35%
8.37%
Lord Abbett Focused Small Cap Value A
7.72%
1.41%
-12.72%
-7.70%
10.92%
7.14%
10.82%
7.08%
10.68%
11.98%
MassMutual Small Company Value A
7.26%
3.28%
-9.74%
-7.00%
11.43%
7.06%
9.16%
6.92%
8.78%
7.88%
As of August 09, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of July 31, 2022