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Oakmark Investor (OAKMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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139.71-2.43 (-1.71%)
As of 08:06AM EDT. Market open.

Risk Overview

Morningstar Risk Rating★★★★★
Number of Years Up24
Number of Years Down8
Best 1 Yr Total Return (Apr 29, 2024)44.77%
Worst 1 Yr Total Return (Apr 29, 2024)N/A

Risk Statistics

3 Years
OAKMXCategory Average
5 Years
OAKMXCategory Average
10 Years
OAKMXCategory Average
Alpha
1.75-0.06
-0.3-0.05
-2.18-0.03
BETA
1.030.01
1.190.01
1.180.01
Mean Annual Return
1.210.01
1.510.01
1.120.01
R-squared
80.630.88
84.520.87
86.060.88
Standard Deviation
20.220.2
23.760.16
19.340.15
Sharpe Ratio
0.580.01
0.670.01
0.620.01
Treynor Ratio
9.970.11
11.930.11
9.020.1