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Oakmark Global Investor (OAKGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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32.76+0.23 (+0.71%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.83%
5-Year Average Return7.03%
Number of Years Up18
Number of Years Down6
Best 1 Yr Total Return (Jul 2, 2024)40.19%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return40.19%
Worst 3-Yr Total Return1.24%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnOAKGXCategory
YTD1.21%14.38%
1-Month-1.78%-1.21%
3-Month-3.01%5.03%
1-Year2.96%39.50%
3-Year-0.28%9.11%
5-Year7.12%10.10%
10-Year5.34%7.90%
Last Bull Market19.15%15.53%
Last Bear Market-14.46%-17.52%

Annual Total Return (%) History

Year
OAKGXCategory
2024
N/AN/A
2023
17.25%N/A
2022
-16.85%N/A
2021
18.80%N/A
2020
9.00%2.50%
2019
29.60%20.73%
2018
-18.97%-10.41%
2017
27.08%18.90%
2016
4.65%9.24%
2015
-4.38%-3.06%
2014
3.70%3.61%
2013
34.12%25.36%
2012
20.16%14.28%
2011
-11.65%-3.44%
2010
15.74%11.90%
2009
40.19%29.76%
2008
-38.78%-36.88%
2007
7.33%7.10%
2006
24.18%19.86%
2005
13.23%9.79%
2004
15.63%16.15%
2003
48.98%35.24%
2002
-2.11%-14.35%
2001
20.05%-6.11%
2000
15.84%2.36%
1999
N/A28.41%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.35%-3.01%N/AN/A
202310.54%4.26%-5.42%7.56%
2022-5.53%-14.46%-11.59%16.39%
202111.05%6.48%-3.33%3.94%
2020-34.87%20.91%6.92%29.45%
201912.59%4.31%-0.36%10.77%
2018-2.57%-0.31%0.09%-16.65%
20177.59%4.31%8.99%3.90%
2016-7.27%-3.66%8.84%7.63%
20152.13%-0.87%-10.77%5.85%
20141.69%3.42%-4.32%3.05%
20138.43%4.75%11.36%6.03%
201215.76%-8.00%2.27%10.32%
20112.36%0.00%-18.25%5.58%
20106.67%-12.69%12.28%10.69%
2009-13.70%29.53%20.95%3.70%
2008-8.42%-3.31%-8.95%-24.07%
20074.98%5.54%0.25%-3.38%
20066.86%0.80%5.58%9.19%
20050.60%0.64%8.29%3.29%
20043.89%1.40%-2.86%13.00%
2003-10.55%33.51%9.55%13.88%
200210.86%-6.60%-17.70%14.87%
2001-0.71%15.76%-16.69%25.37%
20000.80%3.18%5.21%5.86%
19998.72%N/AN/AN/A

Rank In Category (By Total Return)

YTD92
1-Month72
3-Month88
1-Year98
3-Year96
5-Year68

Load Adjusted Returns

1-Year2.96%
3-Year-0.28%
5-Year7.12%
10-Year5.34%