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LOGSX: LIVE OAK HEALTH SCIENCES FUND LIVE OAK HEALTH SCIENCES FUND (MUTUAL FUND)
Basic Info 23.94 0.19(0.80%) June 05
| Asset Class: | Health |
| MyPlanIQ Rating: | (56%) |
| Start Date: | 07/19/2001 |
| Last Dividend Date: | 12/29/2025 |
| 12-Mo. Yield | 2.36% |
| Expenses | 1.02% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 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(%) | 2.0 | 1.7 | 18.8 | 9.4 | 5.1 | 5.8 | 8.8 | 8.5 | 7.3 | 19.6 | 0.2 | 1.2 | 3.5 | 10.0 | -0.4 | 19.0 | -3.8 | 13.4 | -0.4 | 8.1 | 20.2 | 38.8 | 13.7 | 10.1 | 9.7 | 36.6 | -23.6 | 10.1 | -9.3 | 17.3 | 6.9 | 28.5 | -32.4 | 13.4 |
| Sharpe Ratio | NA | 0.1 | 1.13 | 0.46 | 0.18 | 0.25 | NA | NA | 0.35 | 1.06 | -0.32 | -0.21 | 0.11 | 0.74 | -0.02 | 1.34 | -0.32 | 1.42 | -0.04 | 0.52 | 1.67 | 3.7 | 1.2 | 0.47 | 0.64 | 1.79 | -0.79 | 0.55 | -1.13 | 1.17 | 0.37 | 1.41 | -1.15 | 1.29 |
| Draw Down(%) | NA | 8.1 | 8.1 | 14.3 | 16.7 | 27.3 | NA | NA | 45.9 | 9.8 | 11.5 | 9.6 | 15.0 | 8.9 | 27.3 | 12.5 | 18.0 | 7.0 | 12.9 | 13.1 | 6.0 | 4.5 | 8.6 | 17.7 | 11.8 | 18.7 | 37.2 | 7.3 | 16.9 | 6.3 | 17.7 | 11.5 | 44.9 | 20.3 |
| Standard Deviation(%) | NA | 15.1 | 14.4 | 13.3 | 14.5 | 16.4 | NA | NA | 17.6 | 15.8 | 10.9 | 11.5 | 18.4 | 13.4 | 30.6 | 13.0 | 16.4 | 9.0 | 14.7 | 15.5 | 12.1 | 10.5 | 11.5 | 21.5 | 14.9 | 20.4 | 31.0 | 12.7 | 11.4 | 12.9 | 15.9 | 19.7 | 29.1 | 24.4 |
| Treynor Ratio | NA | 0.02 | 0.2 | 0.08 | 0.03 | 0.05 | NA | NA | 0.06 | 0.22 | -0.05 | -0.03 | 0.02 | 0.11 | -0.01 | 0.2 | -0.05 | 0.18 | -0.01 | 0.09 | 0.23 | 0.41 | 0.13 | 0.09 | 0.09 | 0.35 | -0.24 | 0.07 | -0.14 | 0.14 | 0.05 | 0.24 | -0.26 | 0.22 |
| Alpha | NA | 0.02 | 0.01 | 0.02 | 0.0 | 0.0 | NA | NA | -0.01 | 0.02 | 0.0 | -0.01 | 0.02 | -0.01 | -0.05 | 0.0 | -0.01 | 0.01 | 0.03 | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | 0.01 | 0.05 | -0.02 | 0.02 | -0.08 | 0.0 | -0.02 | 0.0 | -0.09 | 0.12 |
| Beta | NA | 0.83 | 0.82 | 0.78 | 0.82 | 0.91 | NA | NA | 1.0 | 0.77 | 0.75 | 0.83 | 0.86 | 0.94 | 1.03 | 0.86 | 0.97 | 0.72 | 0.86 | 0.88 | 0.87 | 0.94 | 1.1 | 1.17 | 1.1 | 1.04 | 1.04 | 1.01 | 0.94 | 1.09 | 1.3 | 1.15 | 1.27 | 1.44 |
| RSquared | NA | 0.75 | 0.72 | 0.71 | 0.74 | 0.81 | NA | NA | 0.8 | 0.71 | 0.65 | 0.72 | 0.87 | 0.62 | 0.86 | 0.78 | 0.87 | 0.62 | 0.89 | 0.92 | 0.86 | 0.88 | 0.9 | 0.96 | 0.9 | 0.87 | 0.92 | 0.75 | 0.58 | 0.53 | 0.68 | 0.66 | 0.77 | 0.57 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.4 | 2.5 | 6.0 | 0.3 | 0.2 | 0.8 | 1.0 | 12.6 | 6.8 | 4.8 | 14.5 | 11.9 | 5.7 | 6.4 | 4.1 | 5.3 | 4.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -8.1 | -58.9 | 1719.7 | 73.2 | -71.9 | -10.4 | -93.4 | 98.5 | 39.0 | -69.7 | 32.5 | 172.8 | -5.1 | 68.0 | -20.6 | 64.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/13/2001
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