Here you can find all mutual funds issued by Oak Associates and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
Click on any fund in the list to see complete information, including risk and performance analysis.
Issuer: Oak Associates
Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Black Oak Emerging Technology Fund | Technology Equities | Dec 28, 2000 | 1.03% | 6.73% | 12.90% | 3.55% | ||||||||
Live Oak Health Sciences Fund | Health & Biotech Equities | Jun 28, 2001 | 1.02% | 3.89% | 8.04% | 6.05% | ||||||||
Pin Oak Equity | Large Cap Blend Equities | Aug 3, 1992 | 0.91% | 13.35% | 10.41% | 7.24% | ||||||||
Rock Oak Core Growth Fund | Large Cap Blend Equities | Dec 31, 2004 | 1.25% | 7.26% | 7.38% | 0.66% | ||||||||
River Oak Discovery Fund | Small Cap Blend Equities | Jun 30, 2005 | 1.18% | 0.06% | 8.29% | 0.00% | ||||||||
Red Oak Technology Select Fund | Technology Equities | Dec 30, 1998 | 0.92% | 15.21% | 16.80% | 3.68% | ||||||||
White Oak Select Growth Fund | Large Cap Blend Equities | Aug 3, 1992 | 0.89% | 15.89% | 12.60% | 4.31% |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years