62
Pharma & HealthcareBuy
WhiteOak Capital Pharma And Heathcare
WhiteOak · Direct–Growth · rank #7 of 18 by Smart Score
Trailing returns
1 Year
17.6%
+17.1% vs index
3 Years
—
5 Years
—
Since launch
23.3%
Year-by-year performance
2025
+1.8%-5.8% vs index
2026
+18.3%+20.1% vs index
Why this score
WhiteOak Capital Pharma And Heathcare scores 62/100 — #7 of 18 Pharma & Healthcare fund (Buy). It stands out for alpha and volatility — beating 91% of peers on alpha. The main drag is its expense ratio (better than only 25% of peers).
Each bar shows the fund's percentile vs Pharma & Healthcare peers — a longer bar beats more of the category.
Alpha15.49 · 91st percentile in category
Volatility14.57 · 74th percentile in category
Expense ratio1.28% · 25th percentile in category
Sharpe ratio1.16 · 68th percentile in category
1Y return17.65% · 85th percentile in category
Sortino ratio1.63 · 53rd percentile in category