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    Oak Associates

  • Red Oak Technology Select Fund

Red Oak Technology Select Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1998 0 0 0 0 0 0 0 0 0 0 0 0 0
1999 17.9 21.9 17.4 2.1 11.3 1.6 13.3 -1.1 -3.4 9.7 -8.8 15.3 143.4
2000 1.6 -36.7 -14 -10.4 25.5 -1.3 31.6 -13.5 -9.1 -2.1 36.7 5.2 0
2001 -6.1 20.8 31.4 -31.4 -17.9 -9.9 -6.5 -9.7 29.8 -20.9 -39 10 -56
2002 -18.3 24.1 19.5 -24.7 -9.3 -5.7 -18.1 -10.7 -16.3 18.7 -22.6 1.8 -55.3
2003 -0.2 4.3 9.9 -4.5 8.3 2.7 0.7 15.5 7.1 -1.7 0.9 6.1 59.2
2004 4.6 6.4 2.4 3.5 -0.7 -11 2.3 5.8 -8 -3.7 -2.2 5 2.6
2005 -1 6.9 -1.2 1.5 -2.3 5.7 -2.5 8.5 -3.7 -4.2 -0.5 -7.3 -1.1
2006 -1 6.4 5.5 2.5 8.1 -7.4 1 -9.5 -0.3 0.9 -4 4.2 4.9
2007 -0.4 -8.2 0.3 5.4 2.4 0 1.6 2.6 6 -0.1 0.7 0 0
2008 5 -14.2 -20.7 -12.3 0.9 -0.7 -10 5.5 7.4 2.2 -3.2 -12.6 -44.6
2009 5.5 6.1 -2.2 7.8 3.1 11.2 0.5 4.3 19.1 10.4 -2.5 -2 77.9
2010 4.4 -0.1 6.5 13.7 -5.3 4.7 -6.5 -7 2.5 6.2 4.5 -7.4 14.7
2011 -1.9 -1.4 12.2 -5.2 -7 -1.2 -1.1 -2 5.7 0.5 2.3 3.2 2.8
2012 3.6 2.6 -5.3 1.1 4.3 -1.1 2.4 -9.4 -1.8 4.1 3.3 9.2 12
2013 4.9 3.6 4.3 2.9 -2.4 6.8 -1.3 4.3 2.2 3.6 3.4 5.2 44.1
2014 0.5 4.3 1.7 -2.6 3.7 -0.4 2 2.1 -2.2 0.5 5.4 -1.1 14.3
2015 -2 1.2 9.9 -1.3 -5.2 2.1 -5.3 1.5 2 -3.7 7.2 -4 1.1
2016 1.3 4.1 -0.4 3.1 1.7 6.8 -1.2 7.8 -3.8 8.7 1.3 -6.3 24.6
2017 0.3 1.6 5.9 2 2.5 2.3 -2 4.5 1.4 1.1 4.1 4.1 31.1
2018 -7.5 0.3 -6.9 -0.7 5.7 2.9 -0.9 4.1 0.2 -3.3 0.9 7.9 1.6
2019 0.9 2.9 2.7 1.9 -3.8 3.5 6.8 -8.9 4.6 3.2 4.9 9.9 30.9
2020 4.7 10.5 -3.1 -9.5 6.7 4.6 4 6.2 13.4 -7.3 -8.9 0.8 20.8
2021 -5.5 0.9 4.7 -6.2 3.4 2.5 4 -0.8 15.4 4.6 -8.9 0.2 12.9
2022 -12.1 7.9 3.6 -12.3 -5.4 11.2 -9.9 -0.3 -11.5 3.2 -5.6 -6.7 -34.5
2023 0.2 11.6 -2.1 -4.8 0.2 4.3 5.4 7.9 -0.5 7.7 -2.7 9.9 41.8
2024 0.8 3.2 7.3 2.4 0 0 0 0 0 0 0 0 10.7