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Oakmark Investor (OAKMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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143.90+0.90 (+0.63%)
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 (May 13, 2024)44.77%
Worst 1 Yr Total Return (May 13, 2024)N/A

Risk Statistics

3 Years
OAKMXCategory Average
5 Years
OAKMXCategory Average
10 Years
OAKMXCategory Average
Alpha
1.69-0.06
-0.35-0.05
-1.99-0.03
BETA
1.040.01
1.190.01
1.180.01
Mean Annual Return
0.930.01
1.340.01
1.080.01
R-squared
80.810.88
84.650.87
86.20.88
Standard Deviation
20.310.2
23.830.16
19.410.15
Sharpe Ratio
0.40.01
0.580.01
0.590.01
Treynor Ratio
6.260.11
9.950.11
8.60.1