Mail

Canada markets closed

S&P/TSX
21,639.10
-59.01(-0.27%)
S&P 500
5,431.60
-2.14(-0.04%)
DOW
38,589.16
-57.94(-0.15%)
CAD/USD
0.7281
+0.0001(+0.02%)
CRUDE OIL
78.49
-0.13(-0.17%)
Bitcoin CAD
91,122.92
-1,057.07(-1.15%)

Oakmark Equity and Income Institutional (OANBX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

Add to watchlist

34.29

-0.14

(-0.41%)

At close: 08:00PM EDT

Risk Overview

Morningstar Risk Rating★★★★★

Number of Years Up5

Number of Years Down2

Best 1 Yr Total Return (Jun 13, 2024)21.83%

Worst 1 Yr Total Return (Jun 13, 2024)N/A

Risk Statistics

3 Years

OANBXCategory Average

5 Years

OANBXCategory Average

10 Years

OANBXCategory Average

Alpha

2.3-0.01

2.22-0.01

0.54-0

BETA

1.090.01

1.210.01

1.210.01

Mean Annual Return

0.330.01

0.860.01

0.620.01

R-squared

88.70.93

89.260.92

87.840.92

Standard Deviation

14.480.13

15.840.1

12.910.09

Sharpe Ratio

0.050.01

0.510.01

0.460.01

Treynor Ratio

-0.280.09

5.980.09

4.340.07