White Oak Select Growth Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1992 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | -3.9 | 1.93 | 5.62 | 6.49 | 1.62 | 0 |
| 1993 | 0.98 | -7.45 | 3.88 | -6.28 | 3.84 | 0.87 | -2.54 | 0.77 | 2.36 | -0.09 | 0.75 | 3.41 | -0.3 |
| 1994 | 5.51 | -1.71 | -3.78 | -0.9 | 1.92 | -5.9 | 1.9 | 7.57 | -2.46 | 6.24 | -2.85 | 1.56 | 6.3 |
| 1995 | 1.96 | 3.59 | 2.95 | 4.23 | 5.04 | 7.52 | 7.06 | 2.05 | 4.91 | 5.06 | 1.99 | -2.86 | 52.7 |
| 1996 | 3.41 | 3.67 | -2.69 | 5.36 | 4.48 | -1.84 | -4.37 | 3.53 | 9.08 | 0.6 | 13.21 | -4.58 | 32.3 |
| 1997 | 9.04 | -5.72 | -5.52 | 5.51 | 10.57 | 4.63 | 15.63 | -4.31 | 3.05 | -7.92 | 0.92 | -1.07 | 24.3 |
| 1998 | 5.69 | 10.57 | 0.38 | 4.62 | -5.05 | 7.56 | 0.27 | -23.53 | 5.56 | 15 | 9.78 | 8.94 | 39.5 |
| 1999 | 14.59 | -5.81 | 5.53 | -1.73 | -2.5 | 10.8 | -3.64 | 2.45 | -0.8 | 10.52 | 5.31 | 8.93 | 50.1 |
| 2000 | 1 | 9.14 | 8.98 | -2.6 | -4.57 | 16.19 | -0.52 | 9.8 | -7.54 | -3.78 | -15.31 | -2.93 | 3.6 |
| 2001 | 3.93 | -24.93 | -14.49 | 15.99 | -5.27 | -5.73 | -4.57 | -12.14 | -15.38 | 11.67 | 15.14 | -3.34 | -39.1 |
| 2002 | 0.1 | -13.51 | 9.8 | -12.07 | -5.17 | -10.99 | -7.89 | -2.4 | -16.65 | 14.27 | 15.16 | -13.76 | -40 |
| 2003 | -1.34 | -1.19 | 0.31 | 14.19 | 8.35 | 1.29 | 7.29 | 4.68 | -3.43 | 11.09 | 1.64 | 1.68 | 52.6 |
| 2004 | 4.77 | -2.77 | -2.23 | -5.56 | 2.42 | 2.36 | -9.94 | -2.37 | -0.03 | 2.98 | 4.33 | 3.94 | -3.2 |
| 2005 | -6.49 | -0.31 | -5.01 | -4.44 | 8.08 | -1.54 | 6.33 | -1.93 | 1.09 | -3.03 | 3.57 | -0.47 | -5.1 |
| 2006 | 2.14 | -1.39 | 1.11 | -0.27 | -6.25 | -1.07 | -5.52 | 2.64 | 3.53 | 4.49 | 1.79 | -0.68 | -0.1 |
| 2007 | 2.2 | -0.45 | 0.15 | 7.73 | 2.71 | -1.1 | 1.11 | 1.24 | 4.81 | 2.33 | -5.22 | -0.88 | 15 |
| 2008 | -9.33 | -5.74 | -2.24 | 8.9 | 3.38 | -9.54 | 0.51 | 1.89 | -8.82 | -18.96 | -10.34 | 2.43 | -40.9 |
| 2009 | -4.47 | -2.43 | 9.78 | 17.02 | 1.98 | 0.56 | 8.91 | 0.68 | 8.53 | -1.93 | 5.82 | 3.82 | 57.4 |
| 2010 | -5.88 | 3.26 | 6.76 | -1.09 | -7.93 | -5.58 | 6.36 | -3.2 | 12.73 | 5 | 0.56 | 5.08 | 14.9 |
| 2011 | 4.01 | 2.25 | -1.18 | 1.37 | 0.28 | -3.14 | -1.07 | -7.01 | -6.22 | 10.33 | -3.33 | -0.98 | -5.7 |
| 2012 | 7.32 | 3.74 | 5.69 | -2.38 | -9.45 | 3.62 | 0.57 | 5.05 | 2.28 | -2.48 | 1.01 | 1.94 | 17 |
| 2013 | 6.88 | 0.96 | 2.44 | -1.7 | 4.3 | -0.37 | 5.42 | -3.83 | 2.66 | 4.66 | 3.62 | 2.7 | 30.9 |
| 2014 | -2.48 | 3.97 | 0.82 | -4.16 | 2.59 | 2.4 | -0.27 | 2.25 | -1.31 | 2.5 | 2.01 | 0.02 | 8.3 |
| 2015 | -5.05 | 6.99 | -1.27 | 1.07 | 2.1 | -1.66 | 6.31 | -6.15 | -3.3 | 9.67 | 1.46 | -0.7 | 8.5 |
| 2016 | -8.03 | -2.28 | 6.12 | 1.12 | 4.26 | -3.09 | 6.08 | 2.07 | -0.93 | -1.17 | 5.68 | 2.17 | 11.5 |
| 2017 | 1.05 | 4.6 | -1.08 | 0.33 | 1.16 | 1.74 | 0.54 | -1.41 | 4.45 | 2.2 | 3.38 | 1.4 | 19.8 |
| 2018 | 8.7 | -1.73 | -4.17 | 1.13 | 2.48 | -0.55 | 5.02 | 3.48 | -0.5 | -8.47 | 4.15 | -8.55 | -0.6 |
| 2019 | 9.91 | 2.31 | 0.85 | 3.79 | -8.85 | 5.66 | 2.61 | -3.1 | 1.16 | 1.91 | 4.13 | 0.45 | 21.5 |
| 2020 | 4.29 | 6.17 | 1.46 | 3.79 | 13.87 | -10.16 | -6.69 | -1.53 | -6.83 | 0.04 | 11.01 | 2.2 | 15.9 |
| 2021 | 0.54 | -2.98 | 4.29 | 11.67 | -0.45 | 1.58 | 2.05 | 4.18 | -5.51 | 5.99 | 0.52 | -0.81 | 22 |
| 2022 | -6.44 | -4.04 | 1.42 | -12.35 | 1.73 | -8.85 | 8.96 | -5.29 | -8.82 | 4.9 | 7.15 | -5.57 | -26.1 |
| 2023 | 5.67 | -4.16 | 1.16 | 0.45 | 3.74 | 5.75 | 5.89 | -1.28 | -3.82 | -2.7 | 7.54 | 1.45 | 20.5 |
| 2024 | 1.21 | 22.9 |