Correlation
The correlation between OSTVX and IIPR is 0.42, 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.
OSTVX vs. IIPR
Compare and contrast key facts about Osterweis Growth & Income Fund (OSTVX) and Innovative Industrial Properties, Inc. (IIPR).
OSTVX is managed by Osterweis. It was launched on Aug 30, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OSTVX or IIPR.
Performance
OSTVX vs. IIPR - Performance Comparison
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Key characteristics
OSTVX:
-0.02
IIPR:
-1.01
OSTVX:
-0.06
IIPR:
-1.24
OSTVX:
0.99
IIPR:
0.80
OSTVX:
-0.07
IIPR:
-0.55
OSTVX:
-0.21
IIPR:
-1.23
OSTVX:
6.12%
IIPR:
35.00%
OSTVX:
12.17%
IIPR:
43.45%
OSTVX:
-25.94%
IIPR:
-78.14%
OSTVX:
-10.04%
IIPR:
-74.86%
Returns By Period
In the year-to-date period, OSTVX achieves a 1.29% return, which is significantly higher than IIPR's -14.59% return.
OSTVX
1.29%
3.52%
-6.92%
-0.82%
1.42%
4.32%
2.95%
IIPR
-14.59%
0.42%
-46.28%
-43.92%
-18.91%
-1.55%
N/A
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Risk-Adjusted Performance
OSTVX vs. IIPR — Risk-Adjusted Performance Rank
OSTVX
IIPR
OSTVX vs. IIPR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Osterweis Growth & Income Fund (OSTVX) and Innovative Industrial Properties, Inc. (IIPR). 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.
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Dividends
OSTVX vs. IIPR - Dividend Comparison
OSTVX's dividend yield for the trailing twelve months is around 9.61%, less than IIPR's 13.76% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OSTVX Osterweis Growth & Income Fund | 9.61% | 9.72% | 4.44% | 8.02% | 7.24% | 3.60% | 3.58% | 10.01% | 5.13% | 3.61% | 4.27% | 4.86% |
IIPR Innovative Industrial Properties, Inc. | 13.76% | 11.28% | 7.16% | 7.01% | 2.18% | 2.44% | 3.73% | 2.64% | 1.70% | 0.00% | 0.00% | 0.00% |
Drawdowns
OSTVX vs. IIPR - Drawdown Comparison
The maximum OSTVX drawdown since its inception was -25.94%, smaller than the maximum IIPR drawdown of -78.14%. Use the drawdown chart below to compare losses from any high point for OSTVX and IIPR.
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Volatility
OSTVX vs. IIPR - Volatility Comparison
The current volatility for Osterweis Growth & Income Fund (OSTVX) is 2.66%, while Innovative Industrial Properties, Inc. (IIPR) has a volatility of 8.48%. This indicates that OSTVX experiences smaller price fluctuations and is considered to be less risky than IIPR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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