OSTGX vs. SSCPX
Compare and contrast key facts about Osterweis Emerging Opportunity Fund (OSTGX) and Saratoga Small Capitalization Portfolio (SSCPX).
OSTGX is managed by Osterweis. It was launched on Nov 30, 2016. SSCPX is managed by Saratoga. It was launched on Sep 1, 1994.
Performance
OSTGX vs. SSCPX - Performance Comparison
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OSTGX vs. SSCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OSTGX Osterweis Emerging Opportunity Fund | -8.21% | 0.26% | 22.49% | 23.98% | -33.00% | -14.83% | 83.54% | 36.97% | 1.33% | 26.75% |
SSCPX Saratoga Small Capitalization Portfolio | -2.63% | 6.41% | 10.79% | 15.16% | -17.56% | 24.53% | 25.39% | 23.71% | -16.14% | 15.58% |
Returns By Period
In the year-to-date period, OSTGX achieves a -8.21% return, which is significantly lower than SSCPX's -2.63% return.
OSTGX
- 1D
- -1.71%
- 1M
- -10.89%
- YTD
- -8.21%
- 6M
- -5.22%
- 1Y
- 8.11%
- 3Y*
- 8.30%
- 5Y*
- -4.30%
- 10Y*
- —
SSCPX
- 1D
- -1.77%
- 1M
- -8.88%
- YTD
- -2.63%
- 6M
- -3.54%
- 1Y
- 16.77%
- 3Y*
- 9.57%
- 5Y*
- 3.88%
- 10Y*
- 9.16%
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OSTGX vs. SSCPX - Expense Ratio Comparison
OSTGX has a 1.17% expense ratio, which is lower than SSCPX's 1.70% expense ratio.
Return for Risk
OSTGX vs. SSCPX — Risk / Return Rank
OSTGX
SSCPX
OSTGX vs. SSCPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Osterweis Emerging Opportunity Fund (OSTGX) and Saratoga Small Capitalization Portfolio (SSCPX). 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.
| OSTGX | SSCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.31 | 0.72 | -0.41 |
Sortino ratioReturn per unit of downside risk | 0.61 | 1.14 | -0.54 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.14 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.36 | 1.17 | -0.82 |
Martin ratioReturn relative to average drawdown | 1.21 | 3.79 | -2.58 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| OSTGX | SSCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.31 | 0.72 | -0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.18 | 0.18 | -0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.40 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.36 | +0.07 |
Correlation
The correlation between OSTGX and SSCPX is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
OSTGX vs. SSCPX - Dividend Comparison
OSTGX's dividend yield for the trailing twelve months is around 2.52%, less than SSCPX's 9.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OSTGX Osterweis Emerging Opportunity Fund | 2.52% | 2.31% | 0.84% | 0.00% | 0.00% | 0.10% | 10.54% | 12.79% | 8.06% | 18.91% | 0.00% | 0.00% |
SSCPX Saratoga Small Capitalization Portfolio | 9.26% | 9.02% | 11.37% | 0.00% | 10.18% | 24.67% | 0.02% | 0.00% | 17.42% | 0.00% | 0.00% | 58.90% |
Drawdowns
OSTGX vs. SSCPX - Drawdown Comparison
The maximum OSTGX drawdown since its inception was -53.93%, roughly equal to the maximum SSCPX drawdown of -53.65%. Use the drawdown chart below to compare losses from any high point for OSTGX and SSCPX.
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Drawdown Indicators
| OSTGX | SSCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.93% | -53.65% | -0.28% |
Max Drawdown (1Y)Largest decline over 1 year | -13.61% | -11.83% | -1.78% |
Max Drawdown (5Y)Largest decline over 5 years | -53.93% | -27.78% | -26.15% |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.59% | — |
Current DrawdownCurrent decline from peak | -30.72% | -11.54% | -19.18% |
Average DrawdownAverage peak-to-trough decline | -19.78% | -10.30% | -9.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.00% | 3.66% | +0.34% |
Volatility
OSTGX vs. SSCPX - Volatility Comparison
Osterweis Emerging Opportunity Fund (OSTGX) and Saratoga Small Capitalization Portfolio (SSCPX) have volatilities of 7.79% and 7.50%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OSTGX | SSCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.79% | 7.50% | +0.29% |
Volatility (6M)Calculated over the trailing 6-month period | 14.32% | 14.84% | -0.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.18% | 22.41% | +1.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.60% | 22.10% | +2.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.09% | 22.90% | +2.19% |