OANMX - Oakmark Fund Institutional Class

Nasdaq - Nasdaq Delayed Price. Currency in USD

Risk Overview

Morningstar Risk Rating★★★★★
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%

Risk Statistics

3 Years
OANMXCategory Average
5 Years
OANMXCategory Average
10 Years
OANMXCategory Average
Alpha
-9.18-0.02
-6.38-0.02
-4.31-0.02
Beta
1.320.01
1.280.01
1.190.01
Mean Annual Return
0.430.01
0.570.01
0.960.01
R-squared
94.490.96
92.680.95
92.820.95
Standard Deviation
23.110.17
19.690.15
16.780.14
Sharpe Ratio
0.150
0.280
0.650.01
Treynor Ratio
0.530.06
2.930.07
8.30.11