Nasdaq - Delayed Quote • USD
White Oak Select Growth (WOGSX)
At close: April 26 at 8:01 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 9.62% |
| 5y Average Return | 10.47% |
| Number of Years Up | 21 |
| Number of Years Down | 10 |
| Best 1Y Total Return (Apr 26, 2024) | 57.43% |
| Worst 1Y Total Return (Apr 26, 2024) | -- |
| Best 3Y Total Return | 57.43% |
| Worst 3Y Total Return | 4.23% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
WOGSX
Category
- YTD
- 10.91%
- 14.84%
- 1-Month
- 3.82%
- 1.65%
- 3-Month
- 10.91%
- 7.55%
- 1-Year
- 36.93%
- 40.47%
- 3-Year
- 7.68%
- 16.77%
- 5-Year
- 11.62%
- 16.15%
- 10-Year
- 11.61%
- 13.21%
- Last Bull Market
- 38.54%
- 24.09%
- Last Bear Market
- -18.72%
- -17.61%
Annual Total Return (%) History
Year
WOGSX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 10.91% | -- | -- | -- |
| 2023 | 2.44% | 10.19% | 0.53% | 11.44% |
| 2022 | -8.94% | -18.72% | -5.91% | 6.67% |
| 2021 | 7.02% | 7.35% | 0.46% | 11.10% |
| 2020 | -17.46% | 19.91% | 5.86% | 13.46% |
| 2019 | 13.40% | -0.04% | 0.59% | 8.51% |
| 2018 | 2.37% | 3.06% | 8.13% | -12.84% |
| 2017 | 4.56% | 3.26% | 3.53% | 7.13% |
| 2016 | -4.63% | 2.17% | 7.28% | 6.71% |
| 2015 | 0.30% | 1.48% | -3.52% | 10.48% |
| 2014 | 2.22% | 0.67% | 0.63% | 4.54% |
| 2013 | 10.54% | 2.15% | 4.08% | 11.37% |
| 2012 | 17.66% | -8.40% | 8.06% | 0.42% |
| 2011 | 5.09% | -1.53% | -13.73% | 5.62% |
| 2010 | 3.76% | -14.01% | 16.06% | 10.96% |
| 2009 | 2.32% | 20.00% | 19.01% | 7.74% |
| 2008 | -16.44% | 1.84% | -6.62% | -25.58% |
| 2007 | 1.89% | 9.43% | 7.28% | -3.86% |
| 2006 | 1.83% | -7.51% | 0.39% | 5.63% |
| 2005 | -11.45% | 1.69% | 5.41% | -0.03% |
| 2004 | -0.40% | -1.00% | -12.10% | 11.67% |
| 2003 | -2.21% | 25.32% | 8.46% | 14.81% |
| 2002 | -4.94% | -25.78% | -25.07% | 13.48% |
| 2001 | -33.28% | 3.59% | -29.04% | 24.28% |
| 2000 | 20.12% | 8.00% | 1.00% | -20.93% |
| 1999 | 13.90% | 6.17% | -2.07% | 26.78% |
| 1998 | 17.31% | 6.84% | -19.06% | 37.53% |
| 1997 | -2.86% | 22.07% | 14.02% | -8.06% |
| 1996 | 4.32% | 8.04% | 8.00% | 8.66% |
| 1995 | 8.73% | 17.71% | 14.62% | 4.09% |
| 1994 | -0.22% | -4.96% | 6.92% | 4.82% |
| 1993 | -2.91% | -1.83% | 0.53% | 4.09% |
| 1992 | 14.29% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 31 |
| 1-Month | 24 |
| 3-Month | 31 |
| 1-Year | 5 |
| 3-Year | 87 |
| 5-Year | 85 |
Load Adjusted Returns
| 1-Year | 36.93% |
| 3-Year | 7.68% |
| 5-Year | 11.62% |
| 10-Year | 11.61% |
Performance & Risk
| YTD Return | 9.62% |
| 5y Average Return | 10.47% |
| Rank in Category (ytd) | 31 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.01 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Blend |
| Fund Family | Oak Associates |
| Net Assets | 408.98M |
| YTD Return | 10.91% |
| Yield | 0.58% |
| Morningstar Rating | |
| Inception Date | Aug 03, 1992 |
Fund Summary
The fund invests primarily in common stocks of established U.S. companies with large market capitalization, or large cap companies. It will invest at least 80% of its net assets, under normal circumstances, in equity securities. In selecting investments for the fund, the adviser chooses stocks of companies which the advisor believes have above-average growth potential at attractive prices. The fund invests primarily in common stocks of U.S. companies, but may, to a lesser extent, invest in equity REITs, common stocks of foreign companies and American Depositary Receipts ("ADRs").
Related Tickers
INPSX ProFunds Internet UltraSector Svc
27.48
+3.93%
INPIX ProFunds Internet UltraSector Inv
42.88
+3.93%
FGDMX Fidelity Advisor Communication ServicesA
94.07
+3.64%
FGHMX Fidelity Advisor Communication ServicesC
90.69
+3.63%
FGEMX Fidelity Advisor Communication ServicesM
93.03
+3.63%
FGJMX Fidelity Advisor Communication ServicesI
95.40
+3.63%
FBMPX Fidelity Select Communication Services
95.41
+3.63%
FGKMX Fidelity Advisor Communication ServicesZ
96.01
+3.63%
FSELX Fidelity Select Semiconductors
30.16
+3.46%
FELAX Fidelity Advisor Semiconductors A
75.81
+3.44%
FELTX Fidelity Advisor Semiconductors M
70.77
+3.43%
FELIX Fidelity Advisor Semiconductors I
82.00
+3.43%
FELCX Fidelity Advisor Semiconductors C
60.63
+3.43%
FIKGX Fidelity Advisor Semiconductors Z
82.17
+3.42%
UOPSX ProFunds UltraNASDAQ-100 Svc
60.24
+3.26%
UOPIX ProFunds UltraNASDAQ-100 Inv
87.34
+3.25%
RYVLX Rydex NASDAQ-100 2x Strategy A
440.29
+3.24%
RYVYX Rydex NASDAQ-100 2x Strategy H
440.15
+3.23%
RYCCX Rydex NASDAQ-100 2x Strategy Fund
317.89
+3.23%
DXQLX Direxion Mthly NASDAQ-100 Bull 1.75X Inv
70.90
+2.88%
FBGKX Fidelity Blue Chip Growth K
197.91
+2.87%
FBGRX Fidelity Blue Chip Growth
196.78
+2.86%
ACFNX American Century Focused Dynamic Gr R6
56.54
+2.80%
ACFDX American Century Focused Dynamic Gr A
52.98
+2.79%
ACFSX American Century Focused Dynamic Gr I
55.23
+2.79%
ACFOX American Century Focused Dynamic Gr Inv
54.27
+2.78%
ACFCX American Century Focused Dynamic Gr R
51.70
+2.78%
ACFGX American Century Focused Dynamic Gr G
58.01
+2.78%
LCGFX William Blair Large Cap Growth I
27.68
+2.59%
LCGJX William Blair Large Cap Growth R6
27.68
+2.59%
LCGNX William Blair Large Cap Growth N
25.76
+2.59%
BIPSX ProFunds Biotechnology UltraSector Svc
34.36
+2.54%
BIPIX ProFunds Biotechnology UltraSector Inv
54.58
+2.54%
CSGZX Columbia Seligman Global Tech Inst
72.01
+2.53%
SHTCX Columbia Seligman Global Tech C
42.09
+2.53%
CGTYX Columbia Seligman Global Tech Inst3
72.14
+2.53%
SHGTX Columbia Seligman Global Tech A
69.35
+2.53%
CCHRX Columbia Seligman Global Tech Adv
73.88
+2.53%
SGTTX Columbia Seligman Global Tech Inst2
72.73
+2.52%
SGTRX Columbia Seligman Global Tech R
64.66
+2.52%
FOCPX Fidelity OTC Portfolio
20.39
+2.51%
SCIOX Columbia Seligman Tech & Info Adv
113.19
+2.50%
CCOYX Columbia Seligman Tech & Info Inst3
138.18
+2.49%
SCMIX Columbia Seligman Tech & Info Inst2
139.84
+2.49%
CCIZX Columbia Seligman Tech & Info Inst
138.68
+2.49%
SCIRX Columbia Seligman Tech & Info R
107.53
+2.49%
SLMCX Columbia Seligman Tech & Info A
118.66
+2.49%
RYELX Rydex Electronics Fund
369.24
+2.48%
RYSIX Rydex Electronics Inv
406.02
+2.48%
SCICX Columbia Seligman Tech & Info C
52.42
+2.48%
RYSAX Rydex Electronics H
357.76
+2.48%
RYSCX Rydex Electronics C
312.55
+2.48%
FOCKX Fidelity OTC Portfolio
20.86
+2.46%
FTQGX Fidelity Focused Stock
36.57
+2.35%
FIKHX Fidelity Advisor Technology Z
117.72
+2.34%
FADTX Fidelity Advisor Technology A
104.25
+2.34%
FATEX Fidelity Advisor Technology M
94.73
+2.33%
FSPTX Fidelity Select Technology
31.16
+2.33%
FTHCX Fidelity Advisor Technology C
76.38
+2.33%
FATIX Fidelity Advisor Technology I
117.70
+2.33%
NEEGX Needham Growth Retail
66.91
+2.31%
NEEIX Needham Growth Institutional
69.76
+2.30%
CTYRX Columbia Global Technology Growth Adv
79.10
+2.22%
CTHCX Columbia Global Technology Growth C
63.03
+2.22%
CMTFX Columbia Global Technology Growth Inst
77.89
+2.22%
CGTUX Columbia Global Technology Growth Inst3
80.20
+2.22%
CTCAX Columbia Global Technology Growth A
73.75
+2.22%
CTHRX Columbia Global Technology Growth Inst2
79.83
+2.22%
ALAFX Alger Focus Equity A
59.45
+2.18%
ALGRX Alger Focus Equity I
59.94
+2.18%
ALZFX Alger Focus Equity Z
61.88
+2.18%
ALCFX Alger Focus Equity C
53.52
+2.18%
ALGYX Alger Focus Equity Y
62.10
+2.17%
FAGCX Fidelity Advisor Growth Opps I
159.58
+2.17%
FAGAX Fidelity Advisor Growth Opps A
143.74
+2.17%
EFCAX Emerald Insights A
17.92
+2.17%
FAGOX Fidelity Advisor Growth Opps M
141.06
+2.17%
FZAHX Fidelity Advisor Growth Opportunities Fund
161.91
+2.16%
FACGX Fidelity Advisor Growth Opps C
114.95
+2.16%
EFCIX Emerald Insights Institutional
18.62
+2.14%
BTEKX BlackRock Technology Opportunities K
62.21
+2.13%
EFCNX Emerald Insights Investor
17.76
+2.13%
EFCCX Emerald Insights C
16.33
+2.13%
BSTSX BlackRock Technology Opportunities Svc
57.65
+2.13%
BGSRX BlackRock Technology Opportunities R
56.21
+2.13%
BGSAX BlackRock Technology Opportunities Inv A
56.24
+2.12%
BGSIX BlackRock Technology Opportunities Instl
62.04
+2.12%
BGSCX BlackRock Technology Opportunities Inv C
44.54
+2.11%
BIOPX Baron Opportunity Retail
38.66
+2.09%
BIOIX Baron Opportunity Instl
41.20
+2.08%
NESGX Needham Small Cap Growth Retail
15.76
+2.07%
NESIX Needham Small Cap Growth Institutional
16.75
+2.07%
BIOUX Baron Opportunity R6
41.24
+2.05%
AULNX American Century Ultra G
89.59
+2.04%
AULGX American Century Ultra R5
85.92
+2.03%
FNCMX Fidelity Nasdaq Composite Index Fund
202.13
+2.03%
TWCCX American Century Ultra C
55.43
+2.02%
TWUAX American Century Ultra A
74.63
+2.02%
AULDX American Century Ultra R6
86.75
+2.02%
AULRX American Century Ultra R
70.63
+2.02%