Australia markets closed

White Oak Select Growth (WOGSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
150.28+0.42 (+0.28%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.74%
5-year average return12.93%
Number of years up21
Number of years down10
Best 1-yr total return (17 June 2024)57.43%
Worst 1-yr total return (17 June 2024)N/A
Best 3-yr total return57.43%
Worst 3-yr total return4.23%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWOGSXCategory
YTD14.02%5.31%
1-month5.45%-4.19%
3-month6.73%3.90%
1-year35.09%20.31%
3-year6.69%6.48%
5-year13.49%11.78%
10-year12.11%10.96%
Last bull market27.04%25.56%
Last bear market-18.72%-15.11%

Annual total return (%) history

Year
WOGSXCategory
2024
N/AN/A
2023
26.47%22.32%
2022
-25.72%-16.96%
2021
28.22%26.07%
2020
18.87%15.83%
2019
23.73%28.78%
2018
-0.56%-6.27%
2017
19.76%20.44%
2016
11.55%10.37%
2015
8.49%-1.07%
2014
8.25%10.96%
2013
30.88%31.50%
2012
16.95%14.96%
2011
-5.72%-1.27%
2010
14.91%14.01%
2009
57.43%28.17%
2008
-40.86%-37.79%
2007
15.00%6.16%
2006
-0.12%14.17%
2005
-5.11%5.88%
2004
-3.21%10.02%
2003
52.60%27.05%
2002
-40.01%-22.25%
2001
-39.05%-13.50%
2000
3.60%-6.31%
1999
50.14%20.16%
1998
39.51%22.39%
1997
24.30%28.37%
1996
32.28%20.76%
1995
52.70%32.35%
1994
6.29%-0.93%
1993
-0.26%N/A
1992
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.91%N/AN/AN/A
20232.44%10.19%0.53%11.44%
2022-8.94%-18.72%-5.91%6.67%
20217.02%7.35%0.46%11.10%
2020-17.46%19.91%5.86%13.46%
201913.40%-0.04%0.59%8.51%
20182.37%3.06%8.13%-12.84%
20174.56%3.26%3.53%7.13%
2016-4.63%2.17%7.28%6.71%
20150.30%1.48%-3.52%10.48%
20142.22%0.67%0.63%4.54%
201310.54%2.15%4.08%11.37%
201217.66%-8.40%8.06%0.42%
20115.09%-1.53%-13.73%5.62%
20103.76%-14.01%16.06%10.96%
20092.32%20.00%19.01%7.74%
2008-16.44%1.84%-6.62%-25.58%
20071.89%9.43%7.28%-3.86%
20061.83%-7.51%0.39%5.63%
2005-11.45%1.69%5.41%-0.03%
2004-0.40%-1.00%-12.10%11.67%
2003-2.21%25.32%8.46%14.81%
2002-4.94%-25.78%-25.07%13.48%
2001-33.28%3.59%-29.04%24.28%
200020.12%8.00%1.00%-20.93%
199913.90%6.17%-2.07%26.78%
199817.31%6.84%-19.06%37.53%
1997-2.86%22.07%14.02%-8.06%
19964.32%8.04%8.00%8.66%
19958.73%17.71%14.62%4.09%
1994-0.22%-4.96%6.92%4.82%
1993-2.91%-1.83%0.53%4.09%
199214.29%N/AN/AN/A

Rank in category (by total return)

YTD8
1-month11
3-month4
1-year4
3-year73
5-year69

Load adjusted returns

1-year35.09%
3-year6.69%
5-year13.49%
10-year12.11%