Oak Associates

  • Rock Oak Core Growth Fund

Rock Oak Core Growth Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2005 -0.4 4 -1.9 1.8 -2 6.3 -0.7 7.1 -4.8 -4.7 3.5 0 0
2006 -0.7 2.3 3.7 2.5 2 -5.8 0.2 -6.5 -0.4 2.9 -0.6 4.8 3.7
2007 3.2 -4.9 6.7 7.6 1.2 -1.1 -0.3 3.4 4 0.5 -1.7 1.9 21.7
2008 3.1 -11.4 -17.5 -15.7 -2.3 -6.3 -6.8 5.2 7.3 -2 -0.5 -11.7 -47.3
2009 4.4 5.1 -2.6 6 1.7 7.3 -0.3 6.5 14.5 9.1 -5.7 -3 49.9
2010 4.5 2.3 5.9 11.4 -3.4 7.8 -5.9 -6.8 1.3 6 3 -5.9 20
2011 -3.6 -4.1 14.5 -13.3 -6.3 -0.6 -1.9 -1.1 2.7 0.6 3 2.1 -9.8
2012 2.1 2.1 -3.2 2.9 4.3 0.1 1 -11.4 -2 3.7 5.5 9.9 14.3
2013 5 4.2 3.8 3.3 -1.1 7.1 -2.4 3.6 0.8 4.7 -1.7 4.3 35.8
2014 0.7 1.6 1.6 -3.4 3.2 -2.4 3.8 2.6 -2.2 -1.6 4.9 -0.1 8.6
2015 -3.5 1.7 5.3 -4.5 -7.1 2 -4.2 1.3 2 -2.6 6.8 -4.4 -7.8
2016 1.1 5.5 -2.1 2.4 1.4 5 -1.5 3.9 -2.4 6.9 -1.3 -5.7 13
2017 0.1 2.9 2.7 2.3 1.3 1.8 -0.1 -0.1 1.7 -0.5 4 4.6 22.7
2018 -10 -0.1 -10.8 -0.8 2.5 3.5 1.8 4.5 1.2 -1.7 -1.6 11.3 -2.1
2019 -1 6.2 3 2.5 -3.8 -1 7.4 -11.7 2.6 -0.6 3.6 9 15.4
2020 4.9 13.3 -3.3 -15.9 1.8 5.8 2.7 4 12 -12.1 -8.2 -2.8 -2.4
2021 0.3 -3.7 4.3 -3.5 1.5 -0.6 -1.4 -1.2 6.6 2.3 -1.9 3 5.4
2022 -5.6 3.7 5.4 -7.6 -3.5 7.4 -6.4 -0.8 -5.2 1.3 -1.2 -6.8 -18.9
2023 4.5 8.9 -2.2 -3.6 -0.4 2 7.8 -1.7 -1.5 -1.6 -2.9 5.5 14.8
2024 -5.1 3.1 6.2 0.2 0 0 0 0 0 0 0 0 4.2