OSTVX vs. CSTAX
OSTVX (Osterweis Growth & Income Fund) and CSTAX (American Funds College 2027 Fund) are both Diversified Portfolio funds. Over the past 10 years, OSTVX returned 8.36%/yr vs 4.79%/yr for CSTAX. Their 0.77 correlation means they have sometimes moved together and sometimes differently. OSTVX charges 0.93%/yr vs 0.41%/yr for CSTAX.
Performance
OSTVX vs. CSTAX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, OSTVX achieves a 5.62% return, which is significantly higher than CSTAX's 1.30% return. Over the past 10 years, OSTVX has outperformed CSTAX with an annualized return of 8.36%, while CSTAX has yielded a comparatively lower 4.79% annualized return.
OSTVX
- 1D
- 0.27%
- 1M
- -0.16%
- 6M
- 3.89%
- YTD
- 5.62%
- 1Y
- 11.65%
- 3Y*
- 10.20%
- 5Y*
- 4.44%
- 10Y*
- 8.36%
- ALL TIME*
- 8.15%
CSTAX
- 1D
- -0.16%
- 1M
- -0.48%
- 6M
- 0.65%
- YTD
- 1.30%
- 1Y
- 4.60%
- 3Y*
- 6.56%
- 5Y*
- 2.62%
- 10Y*
- 4.79%
- ALL TIME*
- 5.58%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
OSTVX vs. CSTAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OSTVX Osterweis Growth & Income Fund | 5.62% | 10.03% | 9.99% | 14.76% | -15.08% | 11.70% | 17.58% | 25.30% | -7.48% | 12.88% |
CSTAX American Funds College 2027 Fund | 1.30% | 9.00% | 5.57% | 6.57% | -9.87% | 6.52% | 7.66% | 13.35% | -2.23% | 11.77% |
Correlation
The correlation between OSTVX and CSTAX is 0.72, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.72 |
Correlation (3Y) Balances recent behavior with more history. | 0.64 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.64 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.74 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2013 | 0.77 |
The correlation between OSTVX and CSTAX shifts across timeframes, from 0.64 (3 years) to 0.77 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
OSTVX vs. CSTAX — Risk / Return Rank
OSTVX
CSTAX
OSTVX vs. CSTAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Osterweis Growth & Income Fund (OSTVX) and American Funds College 2027 Fund (CSTAX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| OSTVX | CSTAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.30 | ||
| Sortino ratioReturn per unit of downside risk | -0.44 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.31 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 1.63 | 1.88 | -0.26 |
| Martin ratioReturn relative to average drawdown | 7.84 | 7.06 | +0.78 |
Loading charts...
Drawdowns
OSTVX vs. CSTAX - Drawdown Comparison
The maximum OSTVX drawdown since its inception was -25.94%, which is greater than CSTAX's maximum drawdown of -14.52%. Use the drawdown chart below to compare losses from any high point for OSTVX and CSTAX.
Loading charts...
Drawdown Indicators
| OSTVX | CSTAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.94% | -14.52% | -11.42% |
Max Drawdown (1Y)Largest decline over 1 year | -6.55% | -2.72% | -3.83% |
Max Drawdown (3Y)Largest decline over 3 years | -10.63% | -4.23% | -6.40% |
Max Drawdown (5Y)Largest decline over 5 years | -23.71% | -14.52% | -9.19% |
Max Drawdown (10Y)Largest decline over 10 years | -25.94% | -14.52% | -11.42% |
Current DrawdownCurrent decline from peak | -0.16% | -0.56% | +0.40% |
Average DrawdownAverage peak-to-trough decline | -4.38% | -2.32% | -2.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.36% | 0.72% | +0.64% |
Volatility
OSTVX vs. CSTAX - Volatility Comparison
Osterweis Growth & Income Fund (OSTVX) has a higher volatility of 1.86% compared to American Funds College 2027 Fund (CSTAX) at 0.78%. This indicates that OSTVX's price experiences larger fluctuations and is considered to be riskier than CSTAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| OSTVX | CSTAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.86% | 0.78% | +1.08% |
Volatility (6M)Calculated over the trailing 6-month period | 6.09% | 2.55% | +3.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.92% | 3.11% | +4.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.63% | 5.16% | +5.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.45% | 5.70% | +5.75% |
OSTVX vs. CSTAX - Expense Ratio Comparison
OSTVX has a 0.93% expense ratio, which is higher than CSTAX's 0.41% expense ratio.
Dividends
OSTVX vs. CSTAX - Dividend Comparison
OSTVX's dividend yield for the trailing twelve months is around 2.84%, less than CSTAX's 5.20% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSTAX American Funds College 2027 Fund | 5.20% | 5.26% | 3.78% | 3.17% | 3.40% | 7.52% | 5.72% | 4.00% | 4.78% | 3.90% | 4.34% | 4.49% |
OSTVX Osterweis Growth & Income Fund | 2.84% | 2.97% | 9.16% | 4.44% | 8.02% | 2.42% | 3.60% | 5.99% | 10.01% | 5.13% | 3.61% | 4.27% |
Frequently Asked Questions
OSTVX and CSTAX have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OSTVX has higher volatility (1.86%) compared to CSTAX (0.78%). In terms of maximum drawdown, OSTVX dropped -25.94% vs CSTAX's -14.52%.
CSTAX currently has the higher Sharpe Ratio (1.65 vs 1.35), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for OSTVX and CSTAX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer