OSTGX vs. GOOG
Compare and contrast key facts about Osterweis Emerging Opportunity Fund (OSTGX) and Alphabet Inc. (GOOG).
OSTGX is managed by Osterweis. It was launched on Nov 30, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OSTGX or GOOG.
Correlation
The correlation between OSTGX and GOOG is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
OSTGX vs. GOOG - Performance Comparison
Key characteristics
OSTGX:
0.59
GOOG:
0.99
OSTGX:
0.92
GOOG:
1.48
OSTGX:
1.11
GOOG:
1.19
OSTGX:
0.30
GOOG:
1.26
OSTGX:
2.50
GOOG:
3.18
OSTGX:
4.45%
GOOG:
8.87%
OSTGX:
19.01%
GOOG:
28.41%
OSTGX:
-53.97%
GOOG:
-44.60%
OSTGX:
-29.36%
GOOG:
-12.58%
Returns By Period
In the year-to-date period, OSTGX achieves a -5.32% return, which is significantly lower than GOOG's -4.65% return.
OSTGX
-5.32%
-8.40%
-8.14%
9.87%
4.00%
N/A
GOOG
-4.65%
-9.22%
8.72%
25.40%
19.74%
21.23%
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Risk-Adjusted Performance
OSTGX vs. GOOG — Risk-Adjusted Performance Rank
OSTGX
GOOG
OSTGX vs. GOOG - Risk-Adjusted Performance Comparison
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.
Dividends
OSTGX vs. GOOG - Dividend Comparison
OSTGX has not paid dividends to shareholders, while GOOG's dividend yield for the trailing twelve months is around 0.33%.
| TTM | 2024 | |
|---|---|---|
OSTGX Osterweis Emerging Opportunity Fund | 0.00% | 0.00% |
GOOG Alphabet Inc. | 0.33% | 0.32% |
Drawdowns
OSTGX vs. GOOG - Drawdown Comparison
The maximum OSTGX drawdown since its inception was -53.97%, which is greater than GOOG's maximum drawdown of -44.60%. Use the drawdown chart below to compare losses from any high point for OSTGX and GOOG. For additional features, visit the drawdowns tool.
Volatility
OSTGX vs. GOOG - Volatility Comparison
The current volatility for Osterweis Emerging Opportunity Fund (OSTGX) is 5.40%, while Alphabet Inc. (GOOG) has a volatility of 10.68%. 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.