OSTGX vs. GOOG

In the year-to-date period, OSTGX achieves a -11.98% return, which is significantly lower than GOOG's -9.13% return.

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This table presents a comparison of risk-adjusted performance metrics for Osterweis Emerging Opportunity Fund (OSTGX) and Alphabet Inc (GOOG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current OSTGX Sharpe Ratio is -0.20, which is lower than the GOOG Sharpe Ratio of 0.00. The chart below compares the historical Sharpe Ratios of OSTGX and GOOG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

OSTGX's dividend yield for the trailing twelve months is around 0.95%, more than GOOG's 0.46% yield.

The maximum OSTGX drawdown since its inception was -43.57%, roughly equal to the maximum GOOG drawdown of -44.60%. Use the drawdown chart below to compare losses from any high point for OSTGX and GOOG.

The current volatility for Osterweis Emerging Opportunity Fund (OSTGX) is 6.28%, while Alphabet Inc (GOOG) has a volatility of 11.00%. This indicates that OSTGX experiences smaller price fluctuations and is considered to be less risky than GOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.