Oak Associates
Statistics as of May 27, 2025
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Found total of 7 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
| Name | Expense Ratio | TTM Yield | 3yr Sharpe | YTD Return | 3yr Return | 1yr Return | Total Assets ▲ | 6M Money Flow |
|---|---|---|---|---|---|---|---|---|
Expense Ratio 0.00% | TTM Yield 0.2% | 3yr Sharpe 0.21 | YTD Return 5.5% | 3yr Return 29.4% | 1yr Return 15.1% | Total Assets $12M | 6M Money Flow -$290K | |
Expense Ratio 0.00% | TTM Yield 0.0% | 3yr Sharpe -0.16 | YTD Return -7.3% | 3yr Return 5.8% | 1yr Return -2.2% | Total Assets $20M | 6M Money Flow -$816K | |
Expense Ratio 0.00% | TTM Yield 0.0% | 3yr Sharpe -0.04 | YTD Return 2.1% | 3yr Return 7.5% | 1yr Return 1.5% | Total Assets $48M | 6M Money Flow -$2M | |
Expense Ratio 0.00% | TTM Yield 0.0% | 3yr Sharpe 0.02 | YTD Return 2.8% | 3yr Return 21.0% | 1yr Return 4.6% | Total Assets $57M | 6M Money Flow -$2M | |
Expense Ratio 0.00% | TTM Yield 0.3% | 3yr Sharpe 0.48 | YTD Return 6.6% | 3yr Return 44.0% | 1yr Return 13.7% | Total Assets $132M | 6M Money Flow -$11M | |
Expense Ratio 0.00% | TTM Yield 0.7% | 3yr Sharpe 0.42 | YTD Return 2.9% | 3yr Return 40.8% | 1yr Return 6.2% | Total Assets $404M | 6M Money Flow -$22M | |
Expense Ratio 0.00% | TTM Yield 0.0% | 3yr Sharpe 0.40 | YTD Return -0.5% | 3yr Return 57.3% | 1yr Return 5.4% | Total Assets $634M | 6M Money Flow -$34M | |