Oak Associates
Statistics as of Jun 06, 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 0.92% | TTM Yield 0.0% | 3yr Sharpe 0.56 | YTD Return 3.3% | 3yr Return 64.0% | 1yr Return 9.3% | Total Assets $657M | 6M Money Flow -$36M | |
Expense Ratio 0.92% | TTM Yield 0.6% | 3yr Sharpe 0.49 | YTD Return 5.6% | 3yr Return 44.7% | 1yr Return 8.2% | Total Assets $414M | 6M Money Flow -$23M | |
Expense Ratio 0.97% | TTM Yield 0.3% | 3yr Sharpe 0.60 | YTD Return 9.6% | 3yr Return 49.3% | 1yr Return 15.3% | Total Assets $136M | 6M Money Flow -$12M | |
Expense Ratio 1.06% | TTM Yield 0.0% | 3yr Sharpe 0.11 | YTD Return 5.9% | 3yr Return 24.5% | 1yr Return 9.0% | Total Assets $59M | 6M Money Flow -$3M | |
Expense Ratio 1.03% | TTM Yield 0.0% | 3yr Sharpe -0.12 | YTD Return 3.3% | 3yr Return 13.3% | 1yr Return -0.4% | Total Assets $49M | 6M Money Flow -$3M | |
Expense Ratio 1.20% | TTM Yield 0.0% | 3yr Sharpe -0.16 | YTD Return -5.4% | 3yr Return 8.0% | 1yr Return -1.6% | Total Assets $20M | 6M Money Flow -$1M | |
Expense Ratio 1.25% | TTM Yield 0.2% | 3yr Sharpe 0.36 | YTD Return 7.8% | 3yr Return 33.2% | 1yr Return 18.1% | Total Assets $12M | 6M Money Flow -$834K | |