WSTAX vs. BOGSX
Compare and contrast key facts about Nomura Science and Technology Fund Class A (WSTAX) and Black Oak Emerging Technology Fund (BOGSX).
WSTAX is managed by Nomura. BOGSX is managed by Oak Associates. It was launched on Dec 28, 2000.
Performance
WSTAX vs. BOGSX - Performance Comparison
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WSTAX vs. BOGSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WSTAX Nomura Science and Technology Fund Class A | -2.00% | 33.91% | 59.64% | 40.44% | -32.50% | 14.19% | 36.12% | 50.35% | -5.23% | 32.77% |
BOGSX Black Oak Emerging Technology Fund | 2.33% | 19.06% | 9.25% | 17.79% | -27.30% | 26.89% | 45.16% | 38.20% | -4.94% | 19.05% |
Returns By Period
In the year-to-date period, WSTAX achieves a -2.00% return, which is significantly lower than BOGSX's 2.33% return. Over the past 10 years, WSTAX has outperformed BOGSX with an annualized return of 20.39%, while BOGSX has yielded a comparatively lower 14.32% annualized return.
WSTAX
- 1D
- 4.84%
- 1M
- -6.42%
- YTD
- -2.00%
- 6M
- -0.41%
- 1Y
- 43.16%
- 3Y*
- 36.57%
- 5Y*
- 16.56%
- 10Y*
- 20.39%
BOGSX
- 1D
- 4.12%
- 1M
- -3.58%
- YTD
- 2.33%
- 6M
- 2.90%
- 1Y
- 29.34%
- 3Y*
- 11.83%
- 5Y*
- 5.58%
- 10Y*
- 14.32%
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WSTAX vs. BOGSX - Expense Ratio Comparison
WSTAX has a 1.17% expense ratio, which is higher than BOGSX's 1.03% expense ratio.
Return for Risk
WSTAX vs. BOGSX — Risk / Return Rank
WSTAX
BOGSX
WSTAX vs. BOGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nomura Science and Technology Fund Class A (WSTAX) and Black Oak Emerging Technology Fund (BOGSX). 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.
| WSTAX | BOGSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.51 | 1.15 | +0.36 |
Sortino ratioReturn per unit of downside risk | 2.10 | 1.74 | +0.36 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.24 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.61 | 2.31 | +0.30 |
Martin ratioReturn relative to average drawdown | 9.01 | 8.16 | +0.84 |
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
| WSTAX | BOGSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.51 | 1.15 | +0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.22 | +0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.59 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.06 | +0.40 |
Correlation
The correlation between WSTAX and BOGSX is 0.86, 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.
Dividends
WSTAX vs. BOGSX - Dividend Comparison
WSTAX's dividend yield for the trailing twelve months is around 18.69%, more than BOGSX's 5.63% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WSTAX Nomura Science and Technology Fund Class A | 18.69% | 18.32% | 36.08% | 11.62% | 33.72% | 42.99% | 8.89% | 11.48% | 13.99% | 6.95% | 0.00% | 2.50% |
BOGSX Black Oak Emerging Technology Fund | 5.63% | 5.76% | 7.96% | 3.79% | 1.87% | 11.31% | 6.30% | 5.47% | 11.71% | 7.71% | 4.00% | 3.09% |
Drawdowns
WSTAX vs. BOGSX - Drawdown Comparison
The maximum WSTAX drawdown since its inception was -55.39%, smaller than the maximum BOGSX drawdown of -92.80%. Use the drawdown chart below to compare losses from any high point for WSTAX and BOGSX.
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Drawdown Indicators
| WSTAX | BOGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.39% | -92.80% | +37.41% |
Max Drawdown (1Y)Largest decline over 1 year | -16.73% | -12.77% | -3.96% |
Max Drawdown (5Y)Largest decline over 5 years | -55.39% | -33.93% | -21.46% |
Max Drawdown (10Y)Largest decline over 10 years | -55.39% | -33.93% | -21.46% |
Current DrawdownCurrent decline from peak | -12.70% | -6.50% | -6.20% |
Average DrawdownAverage peak-to-trough decline | -15.03% | -59.36% | +44.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.85% | 3.62% | +1.23% |
Volatility
WSTAX vs. BOGSX - Volatility Comparison
Nomura Science and Technology Fund Class A (WSTAX) has a higher volatility of 10.28% compared to Black Oak Emerging Technology Fund (BOGSX) at 8.28%. This indicates that WSTAX's price experiences larger fluctuations and is considered to be riskier than BOGSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WSTAX | BOGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.28% | 8.28% | +2.00% |
Volatility (6M)Calculated over the trailing 6-month period | 19.42% | 17.11% | +2.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.64% | 26.21% | +3.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.80% | 25.19% | +11.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.59% | 24.47% | +6.12% |