Oak Associates
Statistics as of Apr 02, 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 1.03% | TTM Yield 0.0% | 3yr Sharpe -0.10 | YTD Return 4.5% | 3yr Return 8.5% | 1yr Return 2.4% | Total Assets $50M | 6M Money Flow -$2M | |
Expense Ratio 0.97% | TTM Yield 0.4% | 3yr Sharpe 0.19 | YTD Return 1.8% | 3yr Return 23.2% | 1yr Return 10.6% | Total Assets $129M | 6M Money Flow -$11M | |
Expense Ratio 1.25% | TTM Yield 0.2% | 3yr Sharpe 0.04 | YTD Return 0.7% | 3yr Return 16.8% | 1yr Return 7.2% | Total Assets $12M | 6M Money Flow -$180K | |
Expense Ratio 0.92% | TTM Yield 0.7% | 3yr Sharpe 0.15 | YTD Return 0.1% | 3yr Return 22.3% | 1yr Return 7.4% | Total Assets $397M | 6M Money Flow -$22M | |
Expense Ratio 1.06% | TTM Yield 0.0% | 3yr Sharpe -0.22 | YTD Return -4.7% | 3yr Return 1.5% | 1yr Return -1.2% | Total Assets $54M | 6M Money Flow -$2M | |
Expense Ratio 1.20% | TTM Yield 0.0% | 3yr Sharpe -0.23 | YTD Return -6.6% | 3yr Return 2.7% | 1yr Return -1.9% | Total Assets $20M | 6M Money Flow -$598K | |
Expense Ratio 0.92% | TTM Yield 0.0% | 3yr Sharpe 0.19 | YTD Return -8.1% | 3yr Return 28.6% | 1yr Return 1.5% | Total Assets $591M | 6M Money Flow -$31M | |