Oak Associates

  • Live Oak Health Sciences Fund

Live Oak Health Sciences Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2001 3 4.4 8.4 -6.5 -3 4.2 0 0 0 0 0 0 0
2002 -6.4 1.5 7 -0.3 1.7 -7.6 -8.8 -1.6 -8.5 0.9 -5.9 -9 -32.4
2003 1.1 2.4 6.3 -3.2 -0.3 7.3 2.7 11.6 -2 0.7 -2.6 2.6 28.5
2004 4.3 3.8 -0.1 1.2 -0.2 -10.6 1.7 -1.6 1.9 -2 1.9 7.6 6.9
2005 -1.7 4.6 -1.5 -1.5 2.7 4.3 1 6.6 5 -1.4 1.3 -2.7 17.3
2006 -1.5 -1.3 3.4 2 0.6 0.5 -4.5 -3.9 -5.1 0.3 -0.3 0.3 -9.3
2007 -2.1 -1.5 0.2 3.5 3.4 -3.3 -1.3 1.2 4.7 1.4 -2.1 6.2 10.1
2008 6.4 -9.4 -13 -8 1.1 6.1 -4.3 2.5 2.2 -2.8 -1.1 -4.1 -23.6
2009 4.3 8.9 -2.7 2 3.3 6.4 3.5 6.1 4.8 5.7 -7.8 -1.5 36.7
2010 5.2 -2.2 3.7 9.9 -3.8 1.5 -1.7 -5.4 -1.2 4.6 0.3 -0.7 9.7
2011 0.2 -1.2 7.8 -5.9 -2.1 -4 -0.5 1.9 8.1 1.6 3.1 1.7 10
2012 0.7 2.4 -1.2 3.1 0.7 0.3 4.6 -4.6 -1.7 3.1 0.9 5 13.6
2013 0.8 4.5 5.4 3.2 -2.7 6.5 -0.4 3.7 1 4.4 0.6 6.7 38.9
2014 -0.9 3.5 5.9 -0.9 2.9 -0.9 1.5 3 -1.5 1.3 4 1.1 20.2
2015 1.5 1.1 5.4 -4.8 -6.5 5.1 -1.2 3.2 -2.3 1.4 4.1 1.8 8.1
2016 1 2.8 -7.6 -0.4 -2.9 3.6 1.5 2.3 3.2 3.7 -0.4 -6.2 -0.4
2017 1.6 1.9 -1.5 0.4 -2.3 -0.2 3.1 2.5 0.5 -1.6 6 2.6 13.4
2018 -11.2 4.1 -5.9 2.3 3.4 5.3 2.2 -0.3 2.3 -4.1 -6.2 5.9 -3.8
2019 1.2 5.1 5.3 1.1 0.6 -0.7 7.2 -4.7 -2.6 -2.3 -0.7 8.1 18
2020 4.2 8.5 -3.9 -8.9 1.5 1.7 -3.7 4.5 9 -4.9 -4.5 -2.8 -1.1
2021 2.3 -6.9 4.9 -5.3 1.2 2.2 2 -0.1 4.7 12.7 -7.6 1 9.8
2022 -2.4 3.6 11.5 -3.7 -3.5 3.6 -3.3 1.4 -3.1 6.1 -0.8 -5 3.2
2023 -2.4 5.3 -2.3 -1.2 -0.5 0.7 4.2 -5 2.4 1.4 -5.4 -1.5 -4.8
2024 -5.5 1.9 0.8 2.3 0 0 0 0 0 0 0 0 -0.6