OAKLX - Oakmark Select Fund Investor Class

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating
Year-to-Date Return15.98%
5-Year Average Return6.28%
Number of Years Up18
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
YTD-18.09%-7.11%
1-Month5.21%4.88%
3-Month-8.82%1.77%
1-Year-5.11%8.70%
3-Year-4.05%7.80%
5-Year-0.11%7.58%
10-Year8.08%11.42%
Last Bull Market27.64%23.84%
Last Bear Market-16.88%-17.52%

Annual Total Return (%) History

Year
OAKLXCategory
2020
N/AN/A
2019
27.69%28.78%
2018
-24.88%-6.27%
2017
15.72%20.44%
2016
15.31%10.37%
2015
-3.58%-1.07%
2014
15.39%10.96%
2013
36.52%31.50%
2012
21.74%14.96%
2011
2.15%-1.27%
2010
13.24%14.01%
2009
52.46%28.17%
2008
-36.22%-37.79%
2007
-14.04%6.16%
2006
13.60%14.17%
2005
4.84%5.88%
2004
9.73%10.02%
2003
29.00%27.05%
2002
-12.47%-22.25%
2001
26.06%-13.50%
2000
25.81%-6.31%
1999
14.49%20.16%
1998
16.21%22.39%
1997
55.02%28.37%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-32.53%N/AN/AN/A
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)

YTD98
1-Month41
3-Month98
1-Year98
3-Year100
5-Year99

Load Adjusted Returns

1-Year-5.11%
3-Year-4.05%
5-Year-0.11%
10-Year8.08%