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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
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance Overview
Morningstar Return Rating
N/A1
Year-to-Date Return
8.89%
5-Year Average Return
15.84%
Number of Years Up
5
Number of Years Down
2
Best 1 Yr Total Return (May 15, 2024)
34.53%
Worst 1 Yr Total Return (May 15, 2024)
N/A
Best 3-Yr Total Return
34.53%
Worst 3-Yr Total Return
7.93%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return
OANMX
Category
YTD
5.48%
4.44%
1-Month
-4.40%
-4.04%
3-Month
4.81%
4.09%
1-Year
25.76%
14.37%
3-Year
9.86%
6.04%
5-Year
14.26%
9.20%
10-Year
11.86%
8.57%
Last Bull Market
29.03%
22.97%
Last Bear Market
-17.75%
-11.27%
Annual Total Return (%) History
Year
OANMX
Category
2024
N/A
N/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 (%)
Year
Q1
Q2
Q3
Q4
2024
10.34%
N/A
N/A
N/A
2023
8.16%
8.70%
-1.24%
12.98%
2022
-2.56%
-17.75%
-1.82%
10.37%
2021
15.61%
8.97%
1.91%
4.78%
2020
-30.38%
23.08%
6.21%
24.27%
2019
12.88%
3.26%
-2.02%
11.38%
2018
-0.85%
2.18%
4.28%
-17.26%
2017
4.15%
3.85%
5.80%
6.02%
Rank In Category (By Total Return)
YTD
27
1-Month
65
3-Month
30
1-Year
3
3-Year
5
5-Year
1
Load Adjusted Returns
1-Year
25.76%
3-Year
9.86%
5-Year
14.26%
10-Year
11.86%
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