Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OKFC (OAK Financial Corporation) | NA | 72.72% | -2.84% | 0.45% | NA | NA | NA | … | … |
Data as of 04/30/2010, Common starting date is 01/13/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OKFC (OAK Financial Corporation) | 01/13/2004 | 04/30/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.44 | 72.72 | -2.84 | 0.45 | NA | NA | NA | … | … | 80.97 | -6.93 | -41.18 | -2.65 | -1.68 | 7.48 | 15.20 |
| Sharpe Ratio | NA | 1.82 | -0.12 | -0.05 | NA | NA | NA | … | … | 7.46 | -0.22 | -1.56 | -0.29 | -0.44 | 0.52 | 0.78 |
| Standard Deviation(%) | NA | 40.00 | 31.86 | 26.01 | NA | NA | NA | … | … | 69.52 | 32.04 | 26.93 | 19.66 | 11.44 | 10.27 | 18.82 |
| Draw Down(%) | NA | 19.43 | 56.84 | 58.57 | NA | NA | NA | … | … | 9.04 | 23.71 | 41.66 | 24.49 | 8.79 | 4.21 | 9.69 |
| Yield(%) | 0.00 | 3.62 | 1.99 | 1.68 | 1.07 | 0.71 | 0.54 | … | … | 1.27 | 4.59 | 2.62 | 2.16 | 1.57 | 1.20 | 0.56 |
Data as of 04/30/2010, Common starting date is 01/13/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OKFC (OAK Financial Corporation) |
-22.33%
Mar 2006 – Mar 2009 |
-11.95%
Mar 2004 – Mar 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OKFC (OAK Financial Corporation) |
6.83%
Mar 2004 – Mar 2007 |
-0.15%
Mar 2005 – Mar 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart