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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

Risk Overview

Morningstar Risk Rating★★★★★

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

Risk Statistics

3 Years

OAKGXCategory Average

5 Years

OAKGXCategory Average

10 Years

OAKGXCategory Average

Alpha

-5.4-0.05

-4.8-0.04

-4.12-0.01

BETA

1.130.01

1.30.01

1.290.01

Mean Annual Return

0.140.01

0.820.01

0.610.01

R-squared

86.780.9

87.750.88

87.490.87

Standard Deviation

20.290.2

24.220.16

20.450.15

Sharpe Ratio

-0.080

0.310.01

0.280.01

Treynor Ratio

-3.280.08

3.680.09

2.880.08