OASDX vs. BPLEX
Compare and contrast key facts about Oakhurst Strategic Defined Risk Fund (OASDX) and Boston Partners Long/Short Equity Fund (BPLEX).
OASDX is managed by Oakhurst. It was launched on May 9, 2017. BPLEX is managed by Boston Partners. It was launched on Nov 16, 1998.
Performance
OASDX vs. BPLEX - Performance Comparison
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OASDX vs. BPLEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OASDX Oakhurst Strategic Defined Risk Fund | -5.77% | 10.94% | 18.06% | 17.20% | -13.49% | 13.03% | 8.88% | 9.63% | -6.46% | 4.74% |
BPLEX Boston Partners Long/Short Equity Fund | 0.57% | 27.87% | 56.97% | 14.93% | 6.95% | 31.73% | -5.82% | 8.97% | -15.70% | 8.10% |
Returns By Period
In the year-to-date period, OASDX achieves a -5.77% return, which is significantly lower than BPLEX's 0.57% return.
OASDX
- 1D
- -0.27%
- 1M
- -5.93%
- YTD
- -5.77%
- 6M
- -4.34%
- 1Y
- 7.47%
- 3Y*
- 11.49%
- 5Y*
- 6.84%
- 10Y*
- —
BPLEX
- 1D
- 0.19%
- 1M
- -4.33%
- YTD
- 0.57%
- 6M
- 6.20%
- 1Y
- 25.32%
- 3Y*
- 31.49%
- 5Y*
- 23.62%
- 10Y*
- 12.58%
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OASDX vs. BPLEX - Expense Ratio Comparison
OASDX has a 1.89% expense ratio, which is lower than BPLEX's 2.21% expense ratio.
Return for Risk
OASDX vs. BPLEX — Risk / Return Rank
OASDX
BPLEX
OASDX vs. BPLEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oakhurst Strategic Defined Risk Fund (OASDX) and Boston Partners Long/Short Equity Fund (BPLEX). 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.
| OASDX | BPLEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.73 | 2.01 | -1.28 |
Sortino ratioReturn per unit of downside risk | 1.08 | 2.80 | -1.72 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.41 | -0.25 |
Calmar ratioReturn relative to maximum drawdown | 0.91 | 2.76 | -1.85 |
Martin ratioReturn relative to average drawdown | 3.86 | 13.01 | -9.15 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| OASDX | BPLEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.73 | 2.01 | -1.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.63 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.43 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.54 | +0.05 |
Correlation
The correlation between OASDX and BPLEX is 0.63, 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.
Dividends
OASDX vs. BPLEX - Dividend Comparison
OASDX's dividend yield for the trailing twelve months is around 9.34%, less than BPLEX's 10.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OASDX Oakhurst Strategic Defined Risk Fund | 9.34% | 8.80% | 12.01% | 3.28% | 5.59% | 5.20% | 0.00% | 2.35% | 1.74% | 0.92% | 0.00% | 0.00% |
BPLEX Boston Partners Long/Short Equity Fund | 10.88% | 10.94% | 58.72% | 28.35% | 15.19% | 5.11% | 44.84% | 11.33% | 9.69% | 0.83% | 0.00% | 9.91% |
Drawdowns
OASDX vs. BPLEX - Drawdown Comparison
The maximum OASDX drawdown since its inception was -17.72%, smaller than the maximum BPLEX drawdown of -43.47%. Use the drawdown chart below to compare losses from any high point for OASDX and BPLEX.
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Drawdown Indicators
| OASDX | BPLEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.72% | -43.47% | +25.75% |
Max Drawdown (1Y)Largest decline over 1 year | -7.17% | -8.75% | +1.58% |
Max Drawdown (5Y)Largest decline over 5 years | -17.72% | -28.78% | +11.06% |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.65% | — |
Current DrawdownCurrent decline from peak | -7.17% | -4.33% | -2.84% |
Average DrawdownAverage peak-to-trough decline | -3.62% | -6.65% | +3.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.69% | 1.85% | -0.16% |
Volatility
OASDX vs. BPLEX - Volatility Comparison
Oakhurst Strategic Defined Risk Fund (OASDX) and Boston Partners Long/Short Equity Fund (BPLEX) have volatilities of 3.22% and 3.35%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OASDX | BPLEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.22% | 3.35% | -0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 6.47% | 7.26% | -0.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.85% | 12.70% | -1.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.51% | 37.94% | -27.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.09% | 29.26% | -19.17% |