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Oakmark Fund Institutional Class (OANMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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74.40-0.67 (-0.89%)
As of 8:05AM EDT. Market open.

Performance Overview

Morningstar Return Rating
Year-to-Date Return13.24%
5-Year Average Return0.00%
Number of Years Up2
Number of Years Down1
Best 1 Yr Total Return (Feb. 3, 2019)27.19%
Worst 1 Yr Total Return (Feb. 3, 2019)-12.58%
Best 3-Yr Total Return27.19%
Worst 3-Yr Total Return10.50%

Trailing Returns (%) Vs. Benchmarks

ReturnOANMXCategory
YTD-14.32%-5.48%
1-Month1.47%1.64%
3-Month23.08%19.61%
1-Year-6.50%3.74%
3-Year2.24%8.15%
5-Year5.68%8.35%
10-Year11.40%12.22%
Last Bull Market26.73%23.85%
Last Bear Market-16.29%-17.53%

Annual Total Return (%) History

Year
OANMXCategory
2020
N/AN/A
2019
27.19%28.78%
2018
-12.58%-6.27%
2017
21.33%20.44%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-30.38%23.08%N/AN/A
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)

YTD96
1-Month65
3-Month11
1-Year95
3-Year96
5-Year89

Load Adjusted Returns

1-Year-6.50%
3-Year2.24%
5-Year5.68%
10-Year11.40%