What are the 1-year returns of WhiteOak Capital Multi Asset Allocation Fund Direct-Growth?
WhiteOak Capital Multi Asset Allocation Fund Direct-Growth has delivered a 1-year return of 13.85% as of 6 Sep 2026.
What are the 3-year returns of WhiteOak Capital Multi Asset Allocation Fund Direct-Growth?
WhiteOak Capital Multi Asset Allocation Fund Direct-Growth has delivered a 3-year CAGR of 17.14% as of 6 Sep 2026. CAGR (Compounded Annual Growth Rate) is the right way to evaluate multi-year mutual fund performance as it smooths out year-to-year volatility.
What are the 5-year returns of WhiteOak Capital Multi Asset Allocation Fund Direct-Growth?
The 5-year CAGR for WhiteOak Capital Multi Asset Allocation Fund Direct-Growth is shown in the Trailing Returns section above.
What are the returns of WhiteOak Capital Multi Asset Allocation Fund Direct-Growth since inception?
Since its launch on 21 May 2023, WhiteOak Capital Multi Asset Allocation Fund Direct-Growth has delivered a CAGR of 17.09%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.
How has WhiteOak Capital Multi Asset Allocation Fund Direct-Growth performed vs its category over the long term?
Over the long term, WhiteOak Capital Multi Asset Allocation Fund Direct-Growth has ranked 4 out of 10 funds in the Hybrid: Multi Asset Allocation category on a 3-year basis, and - on a 5-year basis. Category rank is one of several factors to consider alongside risk metrics and rolling return consistency when evaluating a fund.
What is the Sharpe ratio of WhiteOak Capital Multi Asset Allocation Fund Direct-Growth?
The Sharpe ratio of WhiteOak Capital Multi Asset Allocation Fund Direct-Growth is 2.07 (as of 6 Sep 2026). The Sharpe ratio measures how much return the fund generates per unit of risk (volatility) taken. A Sharpe ratio above 1.0 is generally considered good — the higher the ratio, the better the risk-adjusted return.
What is the alpha of WhiteOak Capital Multi Asset Allocation Fund Direct-Growth?
The alpha of WhiteOak Capital Multi Asset Allocation Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What is the beta of WhiteOak Capital Multi Asset Allocation Fund Direct-Growth?
The beta of WhiteOak Capital Multi Asset Allocation Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What are the rolling returns of WhiteOak Capital Multi Asset Allocation Fund Direct-Growth?
The average 1-year and 3-year rolling returns of WhiteOak Capital Multi Asset Allocation Fund Direct-Growth is 18.68% and 17.47% respectively. Rolling returns show the fund's annualized return across every possible 1-year and 3-year investment window, making them a far more reliable measure of consistency than point-to-point returns, which depend heavily on the start and end date chosen.
