White Oak Select Fund Net Income
| WOGSX Fund | USD 160.87 1.18 0.74% |
As of the 3rd of February, White Oak maintains the Mean Deviation of 0.7323, downside deviation of 0.9274, and Market Risk Adjusted Performance of 0.0974. Relative to fundamental indicators, the technical analysis model lets you check existing technical drivers of White Oak Select, as well as the relationship between them.
White Oak's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing White Oak's valuation are provided below:White Oak Select does not presently have any fundamental gauges for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. White |
White Oak 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to White Oak's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of White Oak.
| 11/05/2025 |
| 02/03/2026 |
If you would invest 0.00 in White Oak on November 5, 2025 and sell it all today you would earn a total of 0.00 from holding White Oak Select or generate 0.0% return on investment in White Oak over 90 days. White Oak is related to or competes with T Rowe, T Rowe, T Rowe, Schwab Target, Columbia Large, Steward Global, and Wasatch International. The fund invests primarily in common stocks of established U.S More
White Oak Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure White Oak's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess White Oak Select upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.9274 | |||
| Information Ratio | 0.047 | |||
| Maximum Drawdown | 4.01 | |||
| Value At Risk | (1.50) | |||
| Potential Upside | 1.44 |
White Oak Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for White Oak's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as White Oak's standard deviation. In reality, there are many statistical measures that can use White Oak historical prices to predict the future White Oak's volatility.| Risk Adjusted Performance | 0.0815 | |||
| Jensen Alpha | 0.042 | |||
| Total Risk Alpha | 0.0318 | |||
| Sortino Ratio | 0.0458 | |||
| Treynor Ratio | 0.0874 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of White Oak's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
White Oak February 3, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0815 | |||
| Market Risk Adjusted Performance | 0.0974 | |||
| Mean Deviation | 0.7323 | |||
| Semi Deviation | 0.8397 | |||
| Downside Deviation | 0.9274 | |||
| Coefficient Of Variation | 920.15 | |||
| Standard Deviation | 0.9036 | |||
| Variance | 0.8165 | |||
| Information Ratio | 0.047 | |||
| Jensen Alpha | 0.042 | |||
| Total Risk Alpha | 0.0318 | |||
| Sortino Ratio | 0.0458 | |||
| Treynor Ratio | 0.0874 | |||
| Maximum Drawdown | 4.01 | |||
| Value At Risk | (1.50) | |||
| Potential Upside | 1.44 | |||
| Downside Variance | 0.86 | |||
| Semi Variance | 0.7051 | |||
| Expected Short fall | (0.81) | |||
| Skewness | (0.51) | |||
| Kurtosis | (0.14) |
White Oak Select Backtested Returns
At this stage we consider White Mutual Fund to be very steady. White Oak Select shows Sharpe Ratio of 0.11, which attests that the fund had a 0.11 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for White Oak Select, which you can use to evaluate the volatility of the fund. Please check out White Oak's Market Risk Adjusted Performance of 0.0974, mean deviation of 0.7323, and Downside Deviation of 0.9274 to validate if the risk estimate we provide is consistent with the expected return of 0.1%. The entity maintains a market beta of 1.01, which attests to a somewhat significant risk relative to the market. White Oak returns are very sensitive to returns on the market. As the market goes up or down, White Oak is expected to follow.
Auto-correlation | 0.20 |
Weak predictability
White Oak Select has weak predictability. Overlapping area represents the amount of predictability between White Oak time series from 5th of November 2025 to 20th of December 2025 and 20th of December 2025 to 3rd of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of White Oak Select price movement. The serial correlation of 0.2 indicates that over 20.0% of current White Oak price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.2 | |
| Spearman Rank Test | 0.41 | |
| Residual Average | 0.0 | |
| Price Variance | 2.92 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, White Oak Select reported net income of 0.0. This indicator is about the same for the Oak Associates average (which is currently at 0.0) family and about the same as Large Blend (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
White Financial Ratios 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.Fund Asset Allocation for White Oak
The fund consists of 98.7% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides White Oak's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
White Fundamentals
| Price To Earning | 17.95 X | |||
| Price To Book | 2.33 X | |||
| Price To Sales | 2.64 X | |||
| Total Asset | 461.43 M | |||
| Annual Yield | 0 % | |||
| Year To Date Return | 1.94 % | |||
| One Year Return | 18.29 % | |||
| Three Year Return | 21.66 % | |||
| Five Year Return | 11.42 % | |||
| Ten Year Return | 12.70 % | |||
| Net Asset | 461.43 M | |||
| Minimum Initial Investment | 2 K | |||
| Last Dividend Paid | 0.74 | |||
| Cash Position Weight | 1.30 % | |||
| Equity Positions Weight | 98.70 % |
About White Oak Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze White Oak Select's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of White Oak using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of White Oak Select based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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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.
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