Oak Associates
Statistics as of May 01, 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 1.25% | TTM Yield 0.2% | 3yr Sharpe 0.21 | YTD Return 0.9% | 3yr Return 24.4% | 1yr Return 12.6% | Total Assets $12M | 6M Money Flow -$290K | |
Expense Ratio 1.20% | TTM Yield 0.0% | 3yr Sharpe -0.16 | YTD Return -10.7% | 3yr Return 5.3% | 1yr Return -0.9% | Total Assets $19M | 6M Money Flow -$816K | |
Expense Ratio 1.03% | TTM Yield 0.0% | 3yr Sharpe -0.04 | YTD Return 2.3% | 3yr Return 10.9% | 1yr Return 2.7% | Total Assets $49M | 6M Money Flow -$2M | |
Expense Ratio 1.06% | TTM Yield 0.0% | 3yr Sharpe 0.02 | YTD Return -3.9% | 3yr Return 15.0% | 1yr Return 7.1% | Total Assets $54M | 6M Money Flow -$2M | |
Expense Ratio 0.97% | TTM Yield 0.4% | 3yr Sharpe 0.48 | YTD Return 0.7% | 3yr Return 38.0% | 1yr Return 11.5% | Total Assets $126M | 6M Money Flow -$11M | |
Expense Ratio 0.92% | TTM Yield 0.7% | 3yr Sharpe 0.42 | YTD Return -1.8% | 3yr Return 36.8% | 1yr Return 7.2% | Total Assets $388M | 6M Money Flow -$22M | |
Expense Ratio 0.92% | TTM Yield 0.0% | 3yr Sharpe 0.40 | YTD Return -8.4% | 3yr Return 44.8% | 1yr Return 6.2% | Total Assets $588M | 6M Money Flow -$34M | |