Osterweis Strategic Income Fund Market Value
| OSTIX Fund | USD 11.20 0.01 0.09% |
| Symbol | Osterweis |
Osterweis Strategic 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Osterweis Strategic's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Osterweis Strategic.
| 11/16/2025 |
| 02/14/2026 |
If you would invest 0.00 in Osterweis Strategic on November 16, 2025 and sell it all today you would earn a total of 0.00 from holding Osterweis Strategic Income or generate 0.0% return on investment in Osterweis Strategic over 90 days. Osterweis Strategic is related to or competes with Osterweis Fund, Osterweis Emerging, Osterweis Strategic, Oppenheimer Steelpath, Fidelity Asset, Western Asset, and Lazard Emerging. The fund invests primarily in income bearing securities More
Osterweis Strategic Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Osterweis Strategic's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Osterweis Strategic Income upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.1232 | |||
| Information Ratio | (0.62) | |||
| Maximum Drawdown | 0.3623 | |||
| Value At Risk | (0.09) | |||
| Potential Upside | 0.1803 |
Osterweis Strategic Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Osterweis Strategic's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Osterweis Strategic's standard deviation. In reality, there are many statistical measures that can use Osterweis Strategic historical prices to predict the future Osterweis Strategic's volatility.| Risk Adjusted Performance | 0.1333 | |||
| Total Risk Alpha | 0.0061 | |||
| Sortino Ratio | (0.39) |
Osterweis Strategic February 14, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1333 | |||
| Mean Deviation | 0.059 | |||
| Downside Deviation | 0.1232 | |||
| Coefficient Of Variation | 354.71 | |||
| Standard Deviation | 0.0774 | |||
| Variance | 0.006 | |||
| Information Ratio | (0.62) | |||
| Total Risk Alpha | 0.0061 | |||
| Sortino Ratio | (0.39) | |||
| Maximum Drawdown | 0.3623 | |||
| Value At Risk | (0.09) | |||
| Potential Upside | 0.1803 | |||
| Downside Variance | 0.0152 | |||
| Semi Variance | (0.02) | |||
| Expected Short fall | (0.11) | |||
| Skewness | (0.05) | |||
| Kurtosis | 0.6074 |
Osterweis Strategic Backtested Returns
At this stage we consider Osterweis Mutual Fund to be very steady. Osterweis Strategic maintains Sharpe Ratio (i.e., Efficiency) of 0.32, which implies the entity had a 0.32 % return per unit of risk over the last 3 months. We have found twenty-two technical indicators for Osterweis Strategic, which you can use to evaluate the volatility of the fund. Please check Osterweis Strategic's Variance of 0.006, risk adjusted performance of 0.1333, and Coefficient Of Variation of 354.71 to confirm if the risk estimate we provide is consistent with the expected return of 0.0236%. The fund holds a Beta of 0.0, which implies not very significant fluctuations relative to the market. the returns on MARKET and Osterweis Strategic are completely uncorrelated.
Auto-correlation | 0.74 |
Good predictability
Osterweis Strategic Income has good predictability. Overlapping area represents the amount of predictability between Osterweis Strategic time series from 16th of November 2025 to 31st of December 2025 and 31st of December 2025 to 14th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Osterweis Strategic price movement. The serial correlation of 0.74 indicates that around 74.0% of current Osterweis Strategic price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.74 | |
| Spearman Rank Test | 0.66 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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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