# Osterweis Strategic Income (OSTIX)

> Source: Nexqual · https://nexqual.com/OSTIX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, Osterweis Strategic Income (OSTIX), nexqual.com/OSTIX" · informational, not investment advice.

**Price:** USD 10.96 (+0.00% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 10.96 · day 10.96–10.96 · 52w 10.96–11.29 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +2.4% vs S&P 500 +13.4%; 5Y +22.9% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +2.4% | +22.9% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +2.4% | +4.2% |
| Volatility (annualized) | 1.7% | 3.8% |
| Max drawdown | -1.4% (Aug 2026→Oct 2026) | -9.7% (Nov 2021→Sep 2022) |

## Peers
DLSNX (DoubleLine Low Duration Bond Fu) USD 9.5 +0.00% · DLTNX (DoubleLine Total Return Bond Fu) USD 8.48 +0.00% · MWCRX (Metropolitan West Unconstrained) USD 10.11 +0.00% · DBLSX (DoubleLine Low Duration Bond Fu) USD 9.51 -0.00% · FFRHX (Fidelity Floating Rate High Inc) USD 8.86 +0.00%

## More
Full page: https://nexqual.com/OSTIX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt