Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LOGSX (LIVE OAK HEALTH SCIENCES FUND LIVE OAK HEALTH SCIENCES FUND) | 0.89% | 17.76% | 9.08% | 4.98% | 5.63% | 8.82% | 8.47% | … | … |
Data as of 06/04/2026, Common starting date is 07/19/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LOGSX (LIVE OAK HEALTH SCIENCES FUND LIVE OAK HEALTH SCIENCES FUND) | 07/19/2001 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.38 | 17.76 | 9.08 | 4.98 | 5.63 | 8.82 | 8.47 | … | … | 0.89 | 19.63 | 0.16 | 1.21 | 3.49 | 10.00 | -0.36 | 18.97 | -3.84 | 13.42 | -0.39 | 8.12 | 20.20 | 38.84 | 13.65 | 10.07 | 9.66 | 36.62 | -23.64 | 10.12 | -9.34 | 17.32 | 6.90 | 28.49 | -32.43 | 13.39 |
| Sharpe Ratio | NA | 0.96 | 0.49 | 0.14 | 0.25 | NA | NA | … | … | -0.22 | 1.06 | -0.32 | -0.21 | 0.11 | 0.74 | -0.02 | 1.34 | -0.32 | 1.42 | -0.04 | 0.52 | 1.67 | 3.70 | 1.20 | 0.47 | 0.64 | 1.79 | -0.79 | 0.55 | -1.13 | 1.17 | 0.37 | 1.41 | -1.15 | 1.29 |
| Standard Deviation(%) | NA | 13.91 | 13.18 | 14.40 | 16.33 | NA | NA | … | … | 14.31 | 15.82 | 10.92 | 11.52 | 18.44 | 13.44 | 30.62 | 13.04 | 16.45 | 9.03 | 14.69 | 15.51 | 12.10 | 10.47 | 11.46 | 21.52 | 14.92 | 20.44 | 31.04 | 12.68 | 11.38 | 12.86 | 15.93 | 19.74 | 29.15 | 24.42 |
| Draw Down(%) | NA | 7.65 | 14.33 | 16.69 | 27.28 | NA | NA | … | … | 7.65 | 9.80 | 11.51 | 9.63 | 15.03 | 8.91 | 27.28 | 12.54 | 18.01 | 7.01 | 12.92 | 13.10 | 5.98 | 4.53 | 8.61 | 17.73 | 11.84 | 18.75 | 37.18 | 7.26 | 16.87 | 6.32 | 17.72 | 11.45 | 44.87 | 20.32 |
| Yield(%) | 0.00 | 2.37 | 3.78 | 2.33 | 3.71 | 6.88 | 7.27 | … | … | 0.00 | 2.43 | 2.53 | 6.01 | 0.34 | 0.22 | 0.76 | 1.00 | 12.62 | 6.76 | 4.78 | 14.51 | 11.94 | 5.68 | 6.40 | 4.06 | 5.31 | 4.25 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/19/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LOGSX (LIVE OAK HEALTH SCIENCES FUND LIVE OAK HEALTH SCIENCES FUND) |
-11.54%
Feb 2006 – Feb 2009 |
-4.58%
Feb 2004 – Feb 2009 |
3.19%
Dec 2001 – Dec 2011 |
7.10%
Dec 2001 – Dec 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LOGSX (LIVE OAK HEALTH SCIENCES FUND LIVE OAK HEALTH SCIENCES FUND) |
26.16%
May 2012 – May 2015 |
24.67%
Feb 2009 – Feb 2014 |
15.98%
Nov 2008 – Nov 2018 |
12.30%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart