Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WOGSX (WHITE OAK SELECT GROWTH FUND WHITE OAK SELECT GROWTH FUND) | -2.43% | -3.91% | 3.33% | 7.36% | 8.75% | 9.65% | 8.42% | 8.97% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WOGSX (WHITE OAK SELECT GROWTH FUND WHITE OAK SELECT GROWTH FUND) | 09/28/1992 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 09/28/1992.
AR inception is since 09/28/1992.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.79 | -3.91 | 3.33 | 7.36 | 8.75 | 9.65 | 8.42 | 8.97 | -2.43 | 5.59 | 21.24 | -25.72 | 22.30 | 16.61 | 23.73 | -0.56 | 19.76 | 11.55 | 8.49 | 8.25 | 30.88 | 16.95 | -5.72 | 14.91 | 57.43 | -40.86 | 15.00 | -0.12 | -5.11 | -3.21 | 52.60 | -40.01 | -39.07 | 3.63 | 50.14 | 39.51 | 24.30 | 32.28 | 52.70 | 6.29 | -0.26 | 16.50 |
| Sharpe Ratio | NA | -0.45 | -0.05 | 0.25 | 0.35 | NA | NA | 0.29 | -0.40 | -0.05 | 1.10 | -1.02 | 1.48 | 0.50 | 1.57 | -0.09 | 1.97 | 0.73 | 0.50 | 0.64 | 2.62 | 1.17 | -0.23 | 0.75 | 1.98 | -0.93 | 0.69 | -0.23 | -0.56 | -0.21 | 1.97 | -0.96 | -0.99 | -0.01 | 1.68 | 1.16 | 0.81 | 1.43 | 2.59 | 0.21 | -0.14 | 5.74 |
| Standard Deviation(%) | NA | 22.69 | 20.98 | 20.17 | 19.94 | NA | NA | 24.15 | 26.27 | 18.81 | 15.60 | 26.77 | 15.02 | 32.72 | 14.24 | 19.94 | 9.73 | 15.61 | 17.02 | 12.87 | 11.76 | 14.51 | 25.55 | 19.81 | 28.95 | 44.94 | 17.52 | 14.96 | 12.96 | 19.44 | 26.28 | 42.67 | 42.20 | 37.75 | 27.94 | 31.13 | 25.68 | 19.96 | 18.90 | 15.65 | 16.37 | 13.42 |
| Draw Down(%) | NA | 23.24 | 23.24 | 33.90 | 33.90 | NA | NA | 79.11 | 17.79 | 14.10 | 12.00 | 31.27 | 6.32 | 29.84 | 10.04 | 19.51 | 5.54 | 15.10 | 12.01 | 8.29 | 5.51 | 14.15 | 20.64 | 17.39 | 18.24 | 51.32 | 11.36 | 17.71 | 16.32 | 25.62 | 19.49 | 54.53 | 57.97 | 31.62 | 13.68 | 35.34 | 17.05 | 12.90 | 8.96 | 12.26 | 13.90 | 3.02 |
| Yield(%) | 0.00 | 0.00 | 0.38 | 0.54 | 1.18 | 1.57 | 1.49 | 3.02 | 0.00 | 0.00 | 0.81 | 0.36 | 0.35 | 0.72 | 2.19 | 1.36 | 0.78 | 1.15 | 0.69 | 1.71 | 0.55 | 0.35 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.06 | 0.00 | 0.00 | 0.00 | 0.00 | 0.46 | 0.00 | 0.00 | 0.36 | 0.68 | 0.30 | 0.24 | 0.53 | 0.24 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WOGSX (WHITE OAK SELECT GROWTH FUND WHITE OAK SELECT GROWTH FUND) |
-32.44%
Mar 2000 - Mar 2003 |
-18.00%
Aug 2000 - Aug 2005 |
-9.51%
Aug 2000 - Aug 2010 |
-2.07%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WOGSX (WHITE OAK SELECT GROWTH FUND WHITE OAK SELECT GROWTH FUND) |
47.66%
Mar 1997 - Mar 2000 |
42.18%
Mar 1995 - Mar 2000 |
17.26%
Feb 2009 - Feb 2019 |
14.29%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart