78
Large CapStrong Buy
WhiteOak Capital Large Cap
WhiteOak · Direct–Growth · rank #3 of 35 by Smart Score
Trailing returns
1 Year
2.6%
+4.7% vs index
3 Years
14.6%
+6.3% vs index
5 Years
—
Since launch
13.8%
Year-by-year performance
2023
+25.4%+4.3% vs index
2024
+23.0%+13.2% vs index
2025
+9.5%-2.2% vs index
2026
-1.8%+4.5% vs index
Why this score
WhiteOak Capital Large Cap scores 78/100 — #3 of 35 Large Cap fund (Strong Buy). It stands out for 3y return and sharpe ratio — beating 92% of peers on 3y return. It has no major weak spot vs the category.
Each bar shows the fund's percentile vs Large Cap peers — a longer bar beats more of the category.
3Y return14.62% · 92nd percentile in category
Sharpe ratio0.70 · 95th percentile in category
Alpha3.35 · 92nd percentile in category
Sortino ratio0.84 · 91st percentile in category
1Y return2.56% · 86th percentile in category
Expense ratio0.95% · 66th percentile in category