OASDX vs. WTLS

Last updated Jun 4, 2026

OASDX (Oakhurst Strategic Defined Risk Fund) and WTLS (WisdomTree Efficient Long/Short US Equity Fund) are both Long-Short funds. A 0.69 correlation means they provide meaningful diversification when combined. OASDX charges 1.89%/yr vs 0.88%/yr for WTLS.

Performance

OASDX vs. WTLS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Oakhurst Strategic Defined Risk Fund (OASDX) and WisdomTree Efficient Long/Short US Equity Fund (WTLS). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

OASDX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

WTLS

• 1D: -1.04%
• 1M: 9.27%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

OASDX vs. WTLS - Yearly Performance Comparison

	2026 (YTD)
OASDX Oakhurst Strategic Defined Risk Fund	2.62%
WTLS WisdomTree Efficient Long/Short US Equity Fund	20.44%

Correlation

The correlation between OASDX and WTLS is 0.69, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jan 23, 2026	0.70

Return for Risk

OASDX vs. WTLS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Oakhurst Strategic Defined Risk Fund (OASDX) and WisdomTree Efficient Long/Short US Equity Fund (WTLS). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	OASDX	WTLS	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	—	3.67	—

Drawdowns

Drawdown Indicators

	OASDX	WTLS	Difference
Max Drawdown Largest peak-to-trough decline	—	-8.94%	—
Current Drawdown Current decline from peak	—	-1.04%	—
Average Drawdown Average peak-to-trough decline	—	-1.78%	—

Volatility

Volatility by Period

	OASDX	WTLS	Difference
Volatility (1Y) Calculated over the trailing 1-year period	—	18.47%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	18.47%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	18.47%	—

OASDX vs. WTLS - Expense Ratio Comparison

OASDX has a 1.89% expense ratio, which is higher than WTLS's 0.88% expense ratio.

Dividends

OASDX vs. WTLS - Dividend Comparison

OASDX's dividend yield for the trailing twelve months is around 24.94%, while WTLS has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
OASDX Oakhurst Strategic Defined Risk Fund	24.94%	8.80%	12.01%	3.28%	5.59%	5.20%	0.00%	2.35%	1.74%	0.92%
WTLS WisdomTree Efficient Long/Short US Equity Fund	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both OASDX and WTLS in my portfolio?

OASDX and WTLS have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.