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Oakmark Equity And Income Investor (OAKBX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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34.54+0.23 (+0.67%)
At close: 08:06AM EDT

Risk Overview

Morningstar Risk Rating★★★★★
Number of Years Up23
Number of Years Down5
Best 1 Yr Total Return (May 2, 2024)24.25%
Worst 1 Yr Total Return (May 2, 2024)N/A

Risk Statistics

3 Years
OAKBXCategory Average
5 Years
OAKBXCategory Average
10 Years
OAKBXCategory Average
Alpha
2.85-0.01
1.86-0.01
0.5-0
BETA
1.10.01
1.220.01
1.220.01
Mean Annual Return
0.340.01
0.720.01
0.610.01
R-squared
88.960.93
89.540.92
88.030.92
Standard Deviation
14.540.13
16.080.1
12.910.09
Sharpe Ratio
0.060.01
0.40.01
0.450.01
Treynor Ratio
-0.070.09
4.460.09
4.230.07