Osterweis Strategic Income Fund Price on November 7, 2024
| OSTIX Fund | USD 11.25 0.01 0.09% |
Below is the normalized historical share price chart for Osterweis Strategic Income extending back to October 03, 2002. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Osterweis Strategic stands at 11.25, as last reported on the 11th of December 2024, with the highest price reaching 11.25 and the lowest price hitting 11.25 during the day.
If you're considering investing in Osterweis Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Osterweis Mutual Fund to be very steady. Osterweis Strategic maintains Sharpe Ratio (i.e., Efficiency) of 0.26, which implies the entity had a 0.26% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Osterweis Strategic, which you can use to evaluate the volatility of the fund. Please check Osterweis Strategic's Risk Adjusted Performance of 0.1254, downside deviation of 0.1518, and Standard Deviation of 0.0908 to confirm if the risk estimate we provide is consistent with the expected return of 0.0242%.
Osterweis Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Osterweis |
Sharpe Ratio = 0.2621
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Based on monthly moving average Osterweis Strategic is performing at about 20% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Osterweis Strategic by adding it to a well-diversified portfolio.
Osterweis Strategic Valuation on November 7, 2024
It is possible to determine the worth of Osterweis Strategic on a given historical date. On November 7, 2024 Osterweis was worth 11.2 at the beginning of the trading date compared to the closed value of 11.2. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Osterweis Strategic mutual fund. Still, in general, we apply an absolute valuation method to find Osterweis Strategic's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Osterweis Strategic where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Osterweis Strategic's related companies.
| Open | High | Low | Close | Volume | |
| 11.18 | 11.18 | 11.18 | 11.18 | 1.00 | |
11/07/2024 | 11.20 | 11.20 | 11.20 | 11.20 | 1.00 |
| 11.21 | 11.21 | 11.21 | 11.21 | 1.00 |
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Osterweis Strategic Trading Date Momentum on November 7, 2024
| On November 08 2024 Osterweis Strategic Income was traded for 11.21 at the closing time. The highest daily price throughout the period was 11.21 and the lowest price was 11.21 . There was no trading activity during the period 1.0. Lack of trading volume on 11/08/2024 added to the next day price jump. The trading delta at closing time to closing price of the next trading day was 0.09% . The trading delta at closing time to current closing price is 0.09% . |
Osterweis Strategic Fundamentals Correlations and Trends
By evaluating Osterweis Strategic's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Osterweis Strategic's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Osterweis financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Osterweis Strategic Mutual Fund history
Osterweis Strategic investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Osterweis is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Osterweis Strategic will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Osterweis Strategic stock prices may prove useful in developing a viable investing in Osterweis Strategic
The fund invests primarily in income bearing securities. Osterweis Capital Management, LLC takes a strategic approach and may invest in a wide array of fixed income securities of various credit qualities and maturities. The Adviser seeks to control risk through rigorous credit analysis, economic analysis, interest rate forecasts and sector trend review, and is not constrained by any particular duration or credit quality targets.
Osterweis Strategic Mutual Fund Technical Analysis
Osterweis Strategic technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Osterweis Strategic Period Price Range
Low | December 11, 2024
| High |
0.00 | 0.00 |
Osterweis Strategic Income cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Osterweis Strategic December 11, 2024 Market Strength
Market strength indicators help investors to evaluate how Osterweis Strategic mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Osterweis Strategic shares will generate the highest return on investment. By undertsting and applying Osterweis Strategic mutual fund market strength indicators, traders can identify Osterweis Strategic Income entry and exit signals to maximize returns
Osterweis Strategic Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Osterweis Strategic's price direction in advance. Along with the technical and fundamental analysis of Osterweis Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Osterweis to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.1254 | |||
| Jensen Alpha | 0.0099 | |||
| Total Risk Alpha | 1.0E-4 | |||
| Sortino Ratio | (0.66) | |||
| Treynor Ratio | 0.3626 |
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Other Information on Investing in Osterweis Mutual Fund
Osterweis Strategic financial ratios help investors to determine whether Osterweis Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Osterweis with respect to the benefits of owning Osterweis Strategic security.
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