Canada markets close in 35 minutes

Oakmark Select Fund Investor Class (OAKLX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
61.09+0.20 (+0.33%)
As of 8:08AM EDT. Market open.

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return15.98%
5-Year Average Return6.28%
Number of Years Up19
Number of Years Down5
Best 1 Yr Total Return (Feb. 3, 2019)52.46%
Worst 1 Yr Total Return (Feb. 3, 2019)-36.22%
Best 3-Yr Total Return52.46%
Worst 3-Yr Total Return-14.60%

Trailing Returns (%) Vs. Benchmarks

ReturnOAKLXCategory
YTD27.09%17.52%
1-Month1.31%-0.87%
3-Month3.49%5.51%
1-Year65.15%42.88%
3-Year11.22%11.93%
5-Year9.81%12.07%
10-Year12.31%10.95%
Last Bull Market27.64%23.18%
Last Bear Market-16.88%-17.87%

Annual Total Return (%) History

Year
OAKLXCategory
2021
N/AN/A
2020
10.76%2.91%
2019
27.69%25.04%
2018
-24.88%-8.53%
2017
15.72%15.94%
2016
15.31%14.81%
2015
-3.58%-4.05%
2014
15.39%10.21%
2013
36.52%31.21%
2012
21.74%14.57%
2011
2.15%-0.75%
2010
13.24%13.66%
2009
52.46%24.13%
2008
-36.22%-37.09%
2007
-14.04%1.42%
2006
13.60%18.15%
2005
4.84%5.95%
2004
9.73%12.97%
2003
29.00%28.44%
2002
-12.47%-18.69%
2001
26.06%-4.99%
2000
25.81%7.87%
1999
14.49%6.72%
1998
16.21%12.00%
1997
55.02%26.61%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202116.08%N/AN/AN/A
2020-32.53%23.26%5.24%26.57%
201913.47%4.53%-3.42%11.47%
2018-3.89%-0.41%0.28%-21.73%
20173.00%1.87%5.93%4.11%
2016-5.56%2.67%7.81%10.30%
2015-0.98%-0.12%-8.80%6.90%
20144.84%6.00%0.43%3.39%
20137.52%6.46%6.46%12.03%
201215.58%-5.35%5.62%5.36%
20116.52%2.12%-14.60%9.96%
20106.34%-9.41%9.57%7.28%
2009-6.26%25.70%20.45%7.42%
2008-7.62%-6.93%-7.08%-20.17%
2007-2.12%7.84%-6.48%-12.92%
20062.52%-0.77%3.02%8.39%
20050.12%-0.27%0.42%4.56%
20042.45%-1.53%1.00%7.69%
2003-0.50%16.20%0.04%11.53%
20022.53%-8.09%-15.58%10.02%
200110.76%9.26%-3.82%8.30%
20008.96%-5.23%12.78%8.04%
199910.64%7.54%-10.02%6.94%
199813.41%1.91%-17.23%21.48%
19976.30%16.80%15.23%8.34%

Rank In Category (By Total Return)

YTD4
1-Month79
3-Month5
1-Year2
3-Year55
5-Year35

Load Adjusted Returns

1-Year66.92%
3-Year11.63%
5-Year12.88%
10-Year11.93%