Oak Associates
Statistics as of Apr 04, 2025
Search , , ,
in
Found total of 7 distinct funds
Download top 1000 CSV
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 0.92% | TTM Yield 0.0% | 3yr Sharpe 0.19 | YTD Return -18.9% | 3yr Return 11.6% | 1yr Return -9.1% | Total Assets $526M | 6M Money Flow -$31M | |
Expense Ratio 0.92% | TTM Yield 0.7% | 3yr Sharpe 0.15 | YTD Return -9.4% | 3yr Return 9.5% | 1yr Return -1.8% | Total Assets $360M | 6M Money Flow -$22M | |
Expense Ratio 0.97% | TTM Yield 0.4% | 3yr Sharpe 0.19 | YTD Return -7.8% | 3yr Return 10.8% | 1yr Return 1.3% | Total Assets $118M | 6M Money Flow -$11M | |
Expense Ratio 1.06% | TTM Yield 0.0% | 3yr Sharpe -0.22 | YTD Return -16.0% | 3yr Return -12.2% | 1yr Return -11.5% | Total Assets $48M | 6M Money Flow -$2M | |
Expense Ratio 1.03% | TTM Yield 0.0% | 3yr Sharpe -0.10 | YTD Return -0.4% | 3yr Return 3.9% | 1yr Return -1.6% | Total Assets $48M | 6M Money Flow -$2M | |
Expense Ratio 1.20% | TTM Yield 0.0% | 3yr Sharpe -0.23 | YTD Return -15.6% | 3yr Return -7.4% | 1yr Return -10.1% | Total Assets $19M | 6M Money Flow -$598K | |
Expense Ratio 1.25% | TTM Yield 0.3% | 3yr Sharpe 0.04 | YTD Return -8.4% | 3yr Return 5.7% | 1yr Return -2.4% | Total Assets $11M | 6M Money Flow -$180K | |