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Oakhurst Strategic Defined Risk Fund (OASDX) Sortino Ratio

Mutual Fund · Currency in USD · Last updated Jun 4, 2026

Under normal circumstances, the fund invests in a portfolio of equity securities of companies that are representative of the S&P 500 Index or in exchange-traded funds ("ETFs") that are designed to replicate the performance of the index or whose holdings are representative of the index. It simultaneously uses options on ETFs in which the fund may invest and invests in ETFs that invest in debt securities and U.S. Treasury securities to enhance its potential returns during up markets while seeking to limit losses during down markets.

Sortino ratio is not yet available for OASDX. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar mutual funds

The table compares Oakhurst Strategic Defined Risk Fund's Sortino Ratio with other mutual funds in the Long-Short category across multiple time periods, showing how OASDX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 4, 2026.

SymbolName1Y Sortino Ratio5Y Sortino Ratio10Y Sortino RatioAll Time Sortino Ratio
JAKVXJohn Hancock Disciplined Value Global Long/Short Fund Class R65.22
JAKRXJohn Hancock Disciplined Value Global Long/Short Fund Class A5.18
BPLEXBoston Partners Long/Short Equity Fund5.02
BDMIXBlackRock Global Long/Short Equity Fund Class I4.76
GARIXGotham Absolute Return Fund4.07
CDAZXMulti-Manager Directional Alternative Strategies Fund3.84
ASILXAB Select US Long/Short Portfolio3.74
SNOIXEasterly Snow Capital Long/Short Opportunity Fund3.61
FLSPXMeeder Spectrum Fund3.44
VMNIXVanguard Market Neutral Fund Institutional Shares3.40
OASDXOakhurst Strategic Defined Risk Fund—

S&P 500 Index

How to choose period

Historical Sortino Ratio

The chart shows OASDX's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when OASDX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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