Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OASDX (Oakhurst Strategic Defined Risk Fund Ins) | -10.28% | 2.95% | 9.33% | 5.23% | NA | NA | NA | … | … |
Data as of 04/28/2026, Common starting date is 05/23/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OASDX (Oakhurst Strategic Defined Risk Fund Ins) | 05/23/2017 | 04/28/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -12.41 | 2.95 | 9.33 | 5.23 | NA | NA | NA | … | … | -10.28 | 2.81 | 18.06 | 17.20 | -13.48 | 13.03 | 8.88 | 9.63 | -6.46 | 4.64 |
| Sharpe Ratio | NA | 0.02 | 0.50 | 0.23 | NA | NA | NA | … | … | -1.19 | 0.00 | 1.69 | 1.55 | -1.02 | 1.64 | 0.56 | 1.46 | -1.02 | 1.95 |
| Standard Deviation(%) | NA | 16.00 | 12.16 | 12.18 | NA | NA | NA | … | … | 26.11 | 13.37 | 8.57 | 8.81 | 14.74 | 7.94 | 15.39 | 5.60 | 7.75 | 3.58 |
| Draw Down(%) | NA | 12.84 | 12.84 | 17.72 | NA | NA | NA | … | … | 12.84 | 10.40 | 6.02 | 6.98 | 17.72 | 3.76 | 17.05 | 3.51 | 12.15 | 1.27 |
| Yield(%) | 0.00 | 9.28 | 9.11 | 6.87 | 4.49 | 2.99 | 2.24 | … | … | 0.00 | 8.98 | 12.70 | 3.73 | 4.57 | 5.63 | 0.00 | 2.52 | 1.60 | 0.96 |
Data as of 04/28/2026, Common starting date is 05/23/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OASDX (Oakhurst Strategic Defined Risk Fund Ins) |
1.25%
Oct 2017 – Oct 2020 |
1.33%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OASDX (Oakhurst Strategic Defined Risk Fund Ins) |
16.39%
Sep 2022 – Sep 2025 |
10.24%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart