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Oakmark Select Institutional (OANLX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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71.13-1.48 (-2.04%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.29%
5-Year Average Return12.36%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (Apr 28, 2024)43.29%
Worst 1 Yr Total Return (Apr 28, 2024)N/A
Best 3-Yr Total Return43.29%
Worst 3-Yr Total Return2.23%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnOANLXCategory
YTD6.29%17.52%
1-Month4.99%-0.87%
3-Month6.29%5.51%
1-Year37.24%42.88%
3-Year10.90%11.93%
5-Year14.65%12.07%
10-Year9.15%10.95%
Last Bull Market64.55%23.18%
Last Bear Market-16.38%-17.87%

Annual Total Return (%) History

Year
OANLXCategory
2024
N/AN/A
2023
43.29%N/A
2022
-22.57%N/A
2021
34.34%N/A
2020
10.98%2.91%
2019
27.87%25.04%
2018
-24.72%-8.53%
2017
15.91%15.94%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.29%N/AN/AN/A
202310.97%12.46%0.15%14.66%
2022-6.02%-16.38%-5.93%4.74%
202116.15%8.04%3.44%3.51%
2020-32.51%23.33%5.29%26.63%
201913.50%4.56%-3.37%11.51%
2018-3.85%-0.37%0.33%-21.67%
20173.04%1.89%6.00%4.16%

Rank In Category (By Total Return)

YTD88
1-Month49
3-Month88
1-Year1
3-Year17
5-Year6

Load Adjusted Returns

1-Year37.24%
3-Year10.90%
5-Year14.65%
10-Year9.15%