Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| OAKVX (Oak Value) | NA | -0.56% | -8.58% | -0.82% | 0.99% | NA | NA | 5.65% |
Data as of 10/22/2010, AR inception is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OAKVX (Oak Value) | 06/21/1996 | 10/22/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.56 | -8.58 | -0.82 | 0.99 | NA | NA | 5.65 | -2.69 | 33.41 | -33.76 | -3.92 | 14.16 | -1.37 | 7.97 | 32.11 | -24.31 | -1.39 | 17.72 | -3.10 | 18.93 | 37.71 | 16.62 |
| Sharpe Ratio | NA | -0.04 | -0.31 | -0.09 | -0.03 | NA | NA | 0.02 | -0.18 | 1.20 | -0.91 | -0.43 | 1.28 | -0.39 | 0.70 | 1.85 | -0.96 | -0.19 | 0.68 | -0.45 | 0.88 | -1.56 | 3.21 |
| Standard Deviation(%) | NA | 18.07 | 29.63 | 24.04 | 21.34 | NA | NA | 19.56 | 18.40 | 27.83 | 37.83 | 16.10 | 8.50 | 9.11 | 10.05 | 16.98 | 26.49 | 19.66 | 20.19 | 14.04 | 17.73 | 11.19 | 9.46 |
| Draw Down(%) | NA | 15.65 | 57.42 | 58.33 | 58.33 | NA | NA | 58.33 | 15.65 | 29.40 | 44.54 | 16.34 | 6.44 | 6.94 | 9.64 | 15.83 | 36.29 | 25.73 | 17.55 | 20.29 | 26.67 | 8.22 | 5.67 |
| Yield(%) | 0.00 | 0.02 | 0.83 | 7.86 | 4.62 | 6.61 | 4.96 | 7.08 | 0.00 | 0.25 | 2.69 | 17.58 | 19.30 | 0.79 | 0.00 | 0.00 | 1.79 | 0.00 | 1.88 | 3.63 | 1.23 | 4.69 | 4.08 |
Data as of 10/22/2010, AR inception is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OAKVX (Oak Value) |
-15.87%
Feb 2006 - Feb 2009 |
-9.40%
Feb 2004 - Feb 2009 |
-3.10%
Feb 1999 - Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OAKVX (Oak Value) |
25.17%
Jul 1996 - Jul 1999 |
17.57%
Jul 1996 - Jul 2001 |
8.70%
Aug 1996 - Aug 2006 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart