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    Oak Associates

  • Black Oak Emerging Technology Fund

Black Oak Emerging Technology Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2000 0 0 0 0 0 0 0 0 0 0 0 0 0
2001 2.9 28.9 20.2 -35.8 -20.1 -21.5 -4.1 -2 27 -32.7 -41.1 29.8 -60.5
2002 -16.5 28.5 19.4 -25.4 -6.1 -17.4 -20.5 -16.4 -20 19.6 -25.5 -4.8 -66.6
2003 -4.4 2.3 13.3 -4.9 12 4 0 19.7 7.3 3.8 -1.5 1.5 63.6
2004 6.2 8.7 3 6.3 -1 -14.7 3.2 9.6 -10 -1.3 -3 6.9 11.1
2005 -0.9 5.4 -6 -0.5 -2.7 4.2 0.9 9.7 -8.5 -5.8 3.2 -8.8 -10.8
2006 -2.2 4.5 6.3 0 5.6 -8.8 0 -9.2 -1.7 3.4 0.4 8.9 5.6
2007 3.3 -7.8 7.3 6.6 4.1 -0.8 0 6 2.2 0.9 -0.4 1.3 23.9
2008 2.1 -11 -16.8 -19.7 2.5 -3.6 -11.2 5.7 10 -3.6 2.5 -13.6 -47.1
2009 8.9 7.3 -6 10.4 1 6.6 3.2 5 18.3 13.3 -4.9 -4.1 73
2010 3.7 0.3 3.5 10.5 -2.7 8.2 -3.2 -4.6 2.7 7.1 5.3 -10.9 19.5
2011 -7.2 0 13 -13.4 -8.4 -4 -4.2 -2.3 5.5 3.8 -0.3 3.3 -15.7
2012 2.6 1.5 -7.6 1.1 4.4 -2.8 2.2 -11.3 -4.9 5.8 6.2 12.8 7.8
2013 5.4 4.5 0.8 3.8 1.5 8.4 -1.9 4.6 -1.3 4.4 -0.7 6.5 41.7
2014 -0.5 4 3.7 -3.1 5 -2.9 4.8 3.1 -4 -3.2 5.1 -0.3 11.7
2015 -4 2.6 4.9 -3.1 -9.1 -1.1 -2.3 4.2 1.3 -1.5 8.3 -3.6 -4.6
2016 0.4 4.4 -5.2 3.7 1.1 9.9 -1 5.5 -2.5 7.7 1.3 -8.4 16.7
2017 -0.4 3.4 2.7 1.4 1.6 0.4 -1.6 2.4 1.7 0.8 1.1 4.2 19
2018 -8.2 -1.3 -11.7 -1.3 5 2.7 1.4 6.1 1 -1.1 -0.6 4.6 -4.9
2019 0.2 7.2 6.7 2.3 -4.6 0.6 8.6 -12.6 7.1 0.4 5.3 8.3 31
2020 8 17.6 0 -7.8 6.5 6.9 4.3 7.3 14.6 -12.1 -8.1 -1.2 36.6
2021 -6.5 -0.2 6.9 -3.6 5.9 -0.6 5.2 -2 1.6 10.4 -6.8 4.4 13.8
2022 -8.9 6.8 5.4 -8.7 -6.4 13.8 -9.2 0.6 -11.4 -0.3 -1.6 -9.9 -28.6
2023 4.4 11.8 -6.9 -6 -7.2 2 7.1 4.6 -6.5 2.9 -0.2 9.1 13.5
2024 -5.8 0.5 6.6 0 0 0 0 0 0 0 0 0 2.8