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Olstein Strategic Opportunities Fund Class C: (MF: OFSCX)
(NASDAQ Mutual Funds) As of Jun 6, 2025 08:00 PM ET
$16.31 USD
+0.17 (1.05%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -14.70 | 92 |
| 3 months | -17.83 | 94 |
| 6 months | -14.09 | 95 |
| 1 Year | -10.25 | 98 |
| 3 Year | -2.62 | 97 |
| 5 Year | 8.25 | 76 |
| 10 Year | 1.84 | 98 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -56.85 |
| Bull Market (2/09 - 3/21) | 540.94 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | -11.79 |
| 5 Year | 12.91 |
| 10 Year | 2.40 |
| Since Inception | 5.21 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -9.11 | NA | NA | NA |
| 2024 | 4.23 | -5.20 | 4.28 | -0.82 |
| 2023 | 10.28 | -1.11 | -8.86 | 14.12 |
| 2022 | -9.19 | -19.37 | -6.50 | 14.08 |
| 2021 | 23.71 | -0.24 | -3.71 | 1.59 |
| 2020 | -37.80 | 27.18 | 8.65 | 33.76 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -14.70 | 2.18 | 13.42 | -21.91 | 20.72 | 14.97 | 27.53 | -14.67 | 5.10 | 19.66 | -15.14 |
| % Total Return Rel to Index | -9.78 | -22.83 | -12.82 | -3.71 | -7.95 | -3.42 | -3.95 | -10.28 | -16.69 | 7.73 | -16.53 |
| % Total Return Rel to Peer | -4.01 | -9.73 | -2.65 | -2.40 | 1.41 | -4.01 | 2.10 | -3.90 | -10.49 | 3.71 | -10.41 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 4.00 | 3.00 | 3.00 | 2.00 | 4.00 | 5.00 | 3.00 | 5.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 1.36 | 0.00 | 0.32 | 2.50 | 0.00 | 0.00 | 0.14 | 0.00 | 0.00 | 1.41 |
| Expense Ratio | 0.00 | 2.35 | 2.35 | 2.35 | 2.35 | 2.35 | 2.35 | 2.35 | 2.35 | 2.35 | 2.34 |
* 1 = Top 20%, 5 = Bottom 20%