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Oakmark Equity and Income Institutional (OANBX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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35.15-0.01 (-0.03%)
At close: 06:45PM EDT

Risk Overview

Morningstar Risk Rating★★★★★
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

Risk Statistics

3 Years
OANBXCategory Average
5 Years
OANBXCategory Average
10 Years
OANBXCategory Average
Alpha
3.09-0.01
2.1-0.01
0.66-0
BETA
1.10.01
1.220.01
1.220.01
Mean Annual Return
0.360.01
0.740.01
0.620.01
R-squared
88.940.93
89.490.92
87.970.92
Standard Deviation
14.530.13
16.070.1
12.910.09
Sharpe Ratio
0.080.01
0.420.01
0.460.01
Treynor Ratio
0.160.09
4.670.09
4.380.07