Osterweis Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1993 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0.8 | 0.4 | 3.2 | 0 |
| 1994 | 1.44 | 0.28 | -3.02 | 0 | 1.46 | -1.83 | 1.27 | 1.74 | 0.86 | -1.98 | -3.18 | 1.1 | -2 |
| 1995 | -0.1 | 2.01 | 1.77 | 1.06 | 2.97 | 2.33 | 4.36 | 2.35 | -0.6 | -5.22 | 1.26 | 2.01 | 14.8 |
| 1996 | 0.27 | 1.69 | 2.44 | 2.47 | 3.66 | -2.22 | -4.69 | 3.8 | 3.25 | -0.16 | 2.42 | 1.4 | 14.9 |
| 1997 | 2.96 | -0.23 | -2.28 | 2.56 | 5.3 | 6.61 | 4.18 | -1.49 | 6.5 | -1.42 | 1.06 | 1.83 | 28.2 |
| 1998 | 0 | 6.18 | 7.46 | -0.59 | -1.95 | 3.26 | -2.4 | -17.79 | 4.45 | 8.79 | 6.99 | 6.03 | 18.8 |
| 1999 | 5.4 | -0.54 | 7.54 | 8.79 | 3.12 | 3.13 | 2.12 | -0.66 | -3.79 | 2.76 | 13.53 | 12.75 | 67.4 |
| 2000 | -6.16 | 6.26 | 10.19 | -8.99 | -1.63 | 3.77 | -2.8 | 8.72 | 1.74 | -3.38 | -4.66 | 5.93 | 7.1 |
| 2001 | 0 | -0.37 | -3.85 | 3.38 | 3.45 | -3.07 | -2.61 | -2.44 | -12 | 1.06 | 3.91 | 3.4 | -9.8 |
| 2002 | -1.51 | -1.9 | 6.62 | -1.06 | -1.73 | -7.37 | -5.21 | -1.06 | -3.29 | 3.28 | 3.95 | -2.15 | -11.6 |
| 2003 | 1.42 | -2.85 | 1.2 | 4.5 | 6.96 | 0.74 | 1.37 | 2.8 | -0.4 | 4.66 | 4.6 | 4.31 | 33.1 |
| 2004 | 4.21 | 1.5 | 0.17 | -1.56 | 0.52 | 1.03 | -3.85 | 1.28 | 3.34 | 1.22 | 6.19 | 2.77 | 17.7 |
| 2005 | -1.16 | 2.31 | -0.36 | -2.78 | 3.84 | 2.4 | 3.92 | 0.15 | -0.41 | -1.67 | 1.73 | 0.99 | 9.1 |
| 2006 | 3.16 | -0.26 | 1.31 | -1.04 | -2.65 | 0.08 | -0.84 | 2.28 | 2.08 | 3.63 | 2.11 | -7.25 | 2.1 |
| 2007 | 3.59 | 1.02 | 0.58 | 2.33 | 3.68 | -1.12 | -4.62 | -0.07 | 2.08 | 1.48 | -2.7 | -4.38 | 1.4 |
| 2008 | -5.29 | -0.94 | -2.46 | 4.19 | 3.4 | -4.04 | -0.98 | 2.15 | -9.49 | -14.02 | -6.4 | -0.48 | -30.6 |
| 2009 | -1.23 | -3.59 | 2.59 | 6.37 | 5.48 | 2.5 | 4.11 | 1.74 | 2.62 | 0.44 | 4.11 | 2.69 | 31.1 |
| 2010 | -2.88 | 2.62 | 4.2 | 0.51 | -6.22 | -1.68 | 4.4 | -3.03 | 7.12 | 2.87 | -0.69 | 5.41 | 12.4 |
| 2011 | 0.74 | 3.11 | 1.17 | 3.9 | -2.1 | -2.21 | -2.47 | -7.56 | -7.99 | 8.47 | 1.06 | 0.7 | -4.3 |
| 2012 | 3.63 | 4.18 | 0.47 | 0.22 | -5.06 | 2.5 | 1.48 | 2.94 | 2.3 | -1.35 | 0.7 | 1.27 | 13.7 |
| 2013 | 7.99 | 1.29 | 4.56 | 1.03 | 1.94 | -1.21 | 5.09 | -2.71 | 5.09 | 3.71 | 1.02 | 2.24 | 33.9 |
| 2014 | -3.06 | 4.53 | -0.03 | 0.34 | 4.2 | 1.36 | -3.68 | 3.52 | -3.18 | 1.73 | 2.08 | -1.96 | 5.5 |
| 2015 | -0.72 | 5.96 | -0.88 | 0.83 | 0.68 | -3.7 | 0.91 | -6.48 | -5.19 | 3.73 | 0.13 | -0.96 | -6.2 |
| 2016 | -6.16 | 0.96 | 4.19 | 0.52 | 0.55 | 1.18 | 2.96 | -1.17 | 0.69 | -3.38 | 2.4 | 2.51 | 4.9 |
| 2017 | 3.3 | 2.45 | -0.99 | 0.88 | 1.71 | -0.34 | 0.97 | -0.56 | 1.98 | 1.1 | 1.27 | 2.22 | 14.8 |
| 2018 | 4.26 | -4.81 | -2.25 | 0.68 | 2.18 | 0.86 | 3.47 | 0.54 | 0.19 | -6.57 | 3.31 | -9 | -7.8 |
| 2019 | 7.57 | 4.14 | 2.59 | 2.4 | -3.97 | 5.26 | 2.44 | 1.28 | 0.74 | 0.97 | 3.55 | -4.73 | 23.8 |
| 2020 | 4.26 | 7.17 | 0.23 | 5.31 | 11.65 | -12.15 | -6.6 | 2.17 | -6.86 | -0.16 | 10.11 | 3.17 | 16.6 |
| 2021 | -11.16 | 3.53 | 2.6 | 16.39 | -0.09 | 1.92 | 1.36 | 2.03 | -4.78 | 6.89 | -2.2 | -6.3 | 7.9 |
| 2022 | -7.17 | -1.47 | 1.04 | -8.89 | -0.97 | -5.99 | 7.06 | -4.11 | -8.35 | 4.43 | 6.89 | -11.91 | -27.5 |
| 2023 | 5.63 | -2.49 | 3.22 | 0.59 | 0 | 5.03 | 2.84 | -1.46 | -5.17 | -0.99 | 10.01 | 0.21 | 17.8 |
| 2024 | 2.02 | 12 |