Osterweis

  • Osterweis Fund

Osterweis Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1993 3.2 0.4 0.8 0 0 0 0 0 0 0 0 0 0
1994 1.1 -3.2 -2 0.9 1.7 1.3 -1.8 1.5 0 -3 0.3 1.4 -2
1995 2 1.3 -5.2 -0.6 2.4 4.4 2.3 3 1.1 1.8 2 -0.1 14.8
1996 1.4 2.4 -0.2 3.3 3.8 -4.7 -2.2 3.7 2.5 2.4 1.7 0.3 14.9
1997 1.8 1.1 -1.4 6.5 -1.5 4.2 6.6 5.3 2.6 -2.3 -0.2 3 28.2
1998 6 7 8.8 4.5 -17.8 -2.4 3.3 -2 -0.6 7.5 6.2 0 18.8
1999 12.8 13.5 2.8 -3.8 -0.7 2.1 3.1 3.1 8.8 7.5 -0.5 5.4 67.4
2000 5.9 -4.7 -3.4 1.7 8.7 -2.8 3.8 -1.6 -9 10.2 6.3 -6.2 7.1
2001 3.4 3.9 1.1 -12 -2.4 -2.6 -3.1 3.5 3.4 -3.9 -0.4 0 -9.8
2002 -2.2 4 3.3 -3.3 -1.1 -5.2 -7.4 -1.7 -1.1 6.6 -1.9 -1.5 -11.6
2003 4.3 4.6 4.7 -0.4 2.8 1.4 0.7 7 4.5 1.2 -2.9 1.4 0
2004 2.8 6.2 1.2 3.3 1.3 -3.9 1 0.5 -1.6 0.2 1.5 4.2 17.7
2005 1 1.7 -1.7 -0.4 0.2 3.9 2.4 3.8 -2.8 -0.4 2.3 -1.2 9.1
2006 -7.3 2.1 3.6 2.1 2.3 -0.8 0.1 -2.7 -1 1.3 -0.3 3.2 2.1
2007 -4.4 -2.7 1.5 2.1 -0.1 -4.6 -1.1 3.7 2.3 0.6 1 3.6 1.4
2008 -0.5 -6.4 -14 -9.5 2.2 -1 -4 3.4 4.2 -2.5 -0.9 -5.3 -30.6
2009 2.7 4.1 0.4 2.6 1.7 4.1 2.5 5.5 6.4 2.6 -3.6 -1.2 31.1
2010 5.4 -0.7 2.9 7.1 -3 4.4 -1.7 -6.2 0.5 4.2 2.6 -2.9 0
2011 0.7 1.1 8.5 -8 -7.6 -2.5 -2.2 -2.1 3.9 1.2 3.1 0.7 -4.3
2012 1.3 0.7 -1.4 2.3 2.9 1.5 2.5 -5.1 0.2 0.5 4.2 3.6 13.7
2013 2.2 1 3.7 5.1 -2.7 5.1 -1.2 1.9 1 4.6 1.3 8 33.9
2014 -2 2.1 1.7 -3.2 3.5 -3.7 1.4 4.2 0.3 -0 4.5 -3.1 5.5
2015 -1 0.1 3.7 -5.2 -6.5 0.9 -3.7 0.7 0.8 -0.9 6 -0.7 -6.2
2016 2.5 2.4 -3.4 0.7 -1.2 3 1.2 0.6 0.5 4.2 1 -6.2 4.9
2017 2.2 1.3 1.1 2 -0.6 1 -0.3 1.7 0.9 -1 2.5 3.3 14.8
2018 -9 3.3 -6.6 0.2 0.5 3.5 0.9 2.2 0.7 -2.3 -4.8 4.3 -7.8
2019 -4.7 3.6 1 0.7 1.3 2.4 5.3 -4 2.4 2.6 4.1 7.6 23.8
2020 3.2 10.1 -0.2 -6.9 4.3 7.2 0.2 5.3 11.7 -12.2 -6.6 2.2 16.6
2021 -6.3 -2.2 6.9 -4.8 2 1.4 1.9 -0.1 16.4 2.6 3.5 -11.2 7.9
2022 -11.9 6.9 4.4 -8.4 -4.1 7.1 -6 -1 -8.9 1 -1.5 -7.2 -27.5
2023 0.2 10 -1 -5.2 -1.5 2.8 5 0 0.6 3.2 -2.5 5.6 17.8
2024 -3.5 3.4 4.3 2 0 0 0 0 0 0 0 0 7.2