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Oakmark Equity and Income Institutional (OANBX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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35.16-0.05 (-0.14%)
At close: 08:05AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.87%
5-Year Average Return9.03%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (May 15, 2024)21.83%
Worst 1 Yr Total Return (May 15, 2024)N/A
Best 3-Yr Total Return21.83%
Worst 3-Yr Total Return5.02%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnOANBXCategory
YTD1.35%9.69%
1-Month-3.47%0.91%
3-Month1.62%5.21%
1-Year14.62%27.06%
3-Year3.30%11.00%
5-Year7.90%10.26%
10-Year6.84%8.34%
Last Bull Market19.16%15.58%
Last Bear Market-11.98%-12.16%

Annual Total Return (%) History

Year
OANBXCategory
2024
N/AN/A
2023
17.67%N/A
2022
-12.70%N/A
2021
21.83%N/A
2020
8.91%11.72%
2019
19.50%19.23%
2018
-8.15%-5.76%
2017
14.65%13.21%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.99%N/AN/AN/A
20233.33%5.40%-1.78%10.00%
2022-3.68%-11.98%-4.00%7.25%
202110.32%6.10%0.45%3.62%
2020-21.98%14.67%4.80%16.15%
20198.86%3.49%0.20%5.87%
2018-1.55%0.25%2.49%-9.20%
20174.17%1.77%3.72%4.27%

Rank In Category (By Total Return)

YTD67
1-Month68
3-Month45
1-Year11
3-Year22
5-Year16

Load Adjusted Returns

1-Year14.62%
3-Year3.30%
5-Year7.90%
10-Year6.84%