White Oak Financial Statements From 2010 to 2024
| WOGSX Fund | USD 154.61 0.11 0.07% |
Check White Oak financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among White Oak's main balance sheet or income statement drivers, such as , as well as many indicators such as . White financial statements analysis is a perfect complement when working with White Oak Valuation or Volatility modules.
White |
White Oak Select Mutual Fund One Year Return Analysis
White Oak's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current White Oak One Year Return | 26.17 % |
Most of White Oak's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, White Oak Select is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
| Competition |
Based on the recorded statements, White Oak Select has an One Year Return of 26.1719%. This is much higher than that of the Oak Associates family and significantly higher than that of the Large Blend category. The one year return for all United States funds is notably lower than that of the firm.
White Oak Select Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining White Oak's current stock value. Our valuation model uses many indicators to compare White Oak value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across White Oak competition to find correlations between indicators driving White Oak's intrinsic value. More Info.White Oak Select is presently regarded as number one fund in price to earning among similar funds. It also is presently regarded as number one fund in price to book among similar funds fabricating about 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for White Oak Select is roughly 7.70 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the White Oak's earnings, one of the primary drivers of an investment's value.About White Oak Financial Statements
White Oak investors use historical fundamental indicators, such as White Oak's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in White Oak. Please read more on our technical analysis and fundamental analysis pages.
The fund invests primarily in common stocks of established U.S. companies with large market capitalization, or large cap companies. It will invest at least 80 percent of its net assets, under normal circumstances, in equity securities. In selecting investments for the fund, the adviser chooses stocks of companies which the advisor believes have above-average growth potential at attractive prices. The fund invests primarily in common stocks of U.S. companies, but may, to a lesser extent, invest in equity REITs, common stocks of foreign companies and American Depositary Receipts .
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in White Mutual Fund
White Oak financial ratios help investors to determine whether White Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in White with respect to the benefits of owning White Oak security.
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio |