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Oakmark Institutional (OANMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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144.29-0.62 (-0.43%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.89%
5-Year Average Return15.84%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (May 15, 2024)34.53%
Worst 1 Yr Total Return (May 15, 2024)N/A
Best 3-Yr Total Return34.53%
Worst 3-Yr Total Return7.93%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnOANMXCategory
YTD5.48%4.44%
1-Month-4.40%-4.04%
3-Month4.81%4.09%
1-Year25.76%14.37%
3-Year9.86%6.04%
5-Year14.26%9.20%
10-Year11.86%8.57%
Last Bull Market29.03%22.97%
Last Bear Market-17.75%-11.27%

Annual Total Return (%) History

Year
OANMXCategory
2024
N/AN/A
2023
31.18%11.63%
2022
-13.16%-5.90%
2021
34.53%26.22%
2020
13.09%2.91%
2019
27.19%25.04%
2018
-12.58%-8.53%
2017
21.33%15.94%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.34%N/AN/AN/A
20238.16%8.70%-1.24%12.98%
2022-2.56%-17.75%-1.82%10.37%
202115.61%8.97%1.91%4.78%
2020-30.38%23.08%6.21%24.27%
201912.88%3.26%-2.02%11.38%
2018-0.85%2.18%4.28%-17.26%
20174.15%3.85%5.80%6.02%

Rank In Category (By Total Return)

YTD27
1-Month65
3-Month30
1-Year3
3-Year5
5-Year1

Load Adjusted Returns

1-Year25.76%
3-Year9.86%
5-Year14.26%
10-Year11.86%