WOGSX vs. ROGSX
Compare and contrast key facts about White Oak Select Growth Fund (WOGSX) and Red Oak Technology Select Fund (ROGSX).
WOGSX is managed by Oak Associates. It was launched on Aug 3, 1992. ROGSX is managed by Oak Associates. It was launched on Dec 30, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WOGSX or ROGSX.
Correlation
The correlation between WOGSX and ROGSX is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
WOGSX vs. ROGSX - Performance Comparison
Key characteristics
WOGSX:
0.42
ROGSX:
0.75
WOGSX:
0.60
ROGSX:
1.09
WOGSX:
1.11
ROGSX:
1.15
WOGSX:
0.55
ROGSX:
1.09
WOGSX:
1.66
ROGSX:
3.41
WOGSX:
4.51%
ROGSX:
4.68%
WOGSX:
17.88%
ROGSX:
21.33%
WOGSX:
-79.19%
ROGSX:
-92.96%
WOGSX:
-8.63%
ROGSX:
-5.42%
Returns By Period
In the year-to-date period, WOGSX achieves a 5.74% return, which is significantly higher than ROGSX's 2.40% return. Over the past 10 years, WOGSX has underperformed ROGSX with an annualized return of 9.59%, while ROGSX has yielded a comparatively higher 11.22% annualized return.
WOGSX
5.74%
-0.29%
-4.11%
5.13%
7.11%
9.59%
ROGSX
2.40%
-3.42%
1.49%
12.25%
8.77%
11.22%
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WOGSX vs. ROGSX - Expense Ratio Comparison
WOGSX has a 0.89% expense ratio, which is lower than ROGSX's 0.92% expense ratio.
Risk-Adjusted Performance
WOGSX vs. ROGSX — Risk-Adjusted Performance Rank
WOGSX
ROGSX
WOGSX vs. ROGSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for White Oak Select Growth Fund (WOGSX) and Red Oak Technology Select Fund (ROGSX). 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.
Dividends
WOGSX vs. ROGSX - Dividend Comparison
WOGSX's dividend yield for the trailing twelve months is around 0.64%, while ROGSX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WOGSX White Oak Select Growth Fund | 0.64% | 0.67% | 0.67% | 0.50% | 0.28% | 0.62% | 0.95% | 0.64% | 0.66% | 1.02% | 0.64% | 1.59% |
ROGSX Red Oak Technology Select Fund | 0.00% | 0.00% | 0.19% | 0.08% | 0.75% | 0.31% | 0.54% | 0.92% | 0.41% | 0.42% | 1.17% | 0.96% |
Drawdowns
WOGSX vs. ROGSX - Drawdown Comparison
The maximum WOGSX drawdown since its inception was -79.19%, smaller than the maximum ROGSX drawdown of -92.96%. Use the drawdown chart below to compare losses from any high point for WOGSX and ROGSX. For additional features, visit the drawdowns tool.
Volatility
WOGSX vs. ROGSX - Volatility Comparison
The current volatility for White Oak Select Growth Fund (WOGSX) is 3.01%, while Red Oak Technology Select Fund (ROGSX) has a volatility of 6.43%. This indicates that WOGSX experiences smaller price fluctuations and is considered to be less risky than ROGSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.