WOGSX vs. FSELX

In the year-to-date period, WOGSX achieves a 3.28% return, which is significantly higher than FSELX's -4.43% return. Over the past 10 years, WOGSX has underperformed FSELX with an annualized return of 11.64%, while FSELX has yielded a comparatively higher 23.75% annualized return.

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WOGSX has a 0.89% expense ratio, which is higher than FSELX's 0.68% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for White Oak Select Growth Fund (WOGSX) and Fidelity Select Semiconductors Portfolio (FSELX). 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.

The current WOGSX Sharpe Ratio is 0.40, which is higher than the FSELX Sharpe Ratio of -0.02. The chart below compares the historical Sharpe Ratios of WOGSX and FSELX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

WOGSX's dividend yield for the trailing twelve months is around 11.85%, more than FSELX's 9.03% yield.

The maximum WOGSX drawdown since its inception was -79.10%, roughly equal to the maximum FSELX drawdown of -81.70%. Use the drawdown chart below to compare losses from any high point for WOGSX and FSELX.

The current volatility for White Oak Select Growth Fund (WOGSX) is 4.89%, while Fidelity Select Semiconductors Portfolio (FSELX) has a volatility of 10.26%. This indicates that WOGSX experiences smaller price fluctuations and is considered to be less risky than FSELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.