OAKLX - Oakmark Select Fund Investor Class

Nasdaq - Nasdaq Delayed Price. Currency in USD

Risk Overview

Morningstar Risk Rating★★★★★
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%

Risk Statistics

3 Years
OAKLXCategory Average
5 Years
OAKLXCategory Average
10 Years
OAKLXCategory Average
Alpha
-16.03-0.02
-11.75-0.02
-7.22-0.02
Beta
1.420.01
1.380.01
1.270.01
Mean Annual Return
-0.070.01
0.190.01
0.80.01
R-squared
90.290.96
87.960.95
87.340.95
Standard Deviation
25.40.17
21.760.15
18.410.14
Sharpe Ratio
-0.10
0.050
0.480.01
Treynor Ratio
-4.050.06
-0.930.07
5.880.11