Oak Associates

  • River Oak Discovery Fund

River Oak Discovery Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2005 0.3 6.6 -4.2 1.4 -1.9 6 0 0 0 0 0 0 0
2006 -1 2.5 4.6 -1.3 3.5 -8.4 1.5 -5.6 0.9 3.3 1.1 8.2 8.6
2007 0.4 -7.4 4.2 4.7 4.4 -2.1 1.7 8 1.9 2 -1.9 1.1 17.2
2008 6.3 -10.8 -22 -15.2 5.2 -6.5 -6.5 4.8 9.9 -3.9 -2.6 -12.8 -45.8
2009 6.1 3.8 -4.6 13.3 -0.7 9.4 1 5.8 19.3 11.3 -5.2 -6.9 62
2010 5.2 2.3 7.2 8.5 -5.2 3.8 -3.4 -7.1 3.6 5.8 2.9 -8.1 14.5
2011 -2.8 3.6 14.1 -14.4 -6.2 -3.8 -4.1 -0.2 0.2 5.1 3.6 1.6 -5.7
2012 3.2 -0.5 -3.2 2 1.8 -1.8 2.6 -7.1 -4.2 1.8 5.2 8.5 7.6
2013 4.2 4.1 1.2 4.9 -1.7 7.7 -0.6 6.6 -2.7 3.9 -0.9 7.2 38.7
2014 2.8 1.1 2.8 -4.8 5.3 -4 2.9 -0.7 -3.2 -0.1 7.1 -4.1 0
2015 -4.7 5.1 2.2 -4.5 -4.1 -3.5 0.4 2.8 -0.3 2.6 5 -4.5 -4.2
2016 2.5 8.9 -6.2 2.6 0.8 6.2 -1.9 1.6 -0.9 5.9 2.9 -7 15.1
2017 -0.4 1.7 3 3.1 -1 1.9 -1.1 3 -0.7 -0.7 -0.6 2.8 11.3
2018 -10.7 1.7 -6.8 -4 -1.3 1.6 0.9 5.5 -1.8 1.6 -0.2 -0.1 -13.7
2019 1.6 4.7 4.7 1.1 -3.7 0.2 8.3 -6.4 3.5 -3.9 4 10.1 25.6
2020 11.1 19.1 4 -15.5 3.1 6.3 0.5 5.6 17.9 -18.9 -9.4 -3.7 12.7
2021 -9.1 -3.8 4.4 -3 5.5 -0.4 0.6 -0.8 2.1 17.6 -7.9 3.5 6.5
2022 -5.2 7.7 10.1 -7.3 -4.4 9.3 -7.1 3.1 -6.2 -0.6 -3.2 -9.3 -14.7
2023 7.4 8.5 -4.5 -3.4 -5.3 1.7 7.3 -0.4 -5.6 -3.1 1 5.9 8.2
2024 -7.4 2.8 2.4 -3 0 0 0 0 0 0 0 0 -1.7