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Oakmark Equity And Income Investor (OAKBX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

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34.18

-0.20

(-0.58%)

At close: 08:01PM EDT

Risk Overview

Morningstar Risk Rating★★★★★

Number of Years Up23

Number of Years Down5

Best 1 Yr Total Return (Apr 24, 2024)24.25%

Worst 1 Yr Total Return (Apr 24, 2024)N/A

Risk Statistics

3 Years

OAKBXCategory Average

5 Years

OAKBXCategory Average

10 Years

OAKBXCategory Average

Alpha

3.2-0.01

2.04-0.01

0.36-0

BETA

1.110.01

1.220.01

1.220.01

Mean Annual Return

0.550.01

0.840.01

0.640.01

R-squared

88.850.93

89.330.92

87.840.92

Standard Deviation

14.530.13

16.020.1

12.850.09

Sharpe Ratio

0.260.01

0.50.01

0.480.01

Treynor Ratio

2.50.09

5.760.09

4.560.07