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Oakmark Global Select Institutional (OANWX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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21.71+0.10 (+0.46%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.27%
5-Year Average Return7.65%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (Jun 30, 2024)29.94%
Worst 1 Yr Total Return (Jun 30, 2024)N/A
Best 3-Yr Total Return29.94%
Worst 3-Yr Total Return1.71%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnOANWXCategory
YTD2.30%14.38%
1-Month2.58%-1.21%
3-Month2.92%5.03%
1-Year14.10%39.50%
3-Year-1.21%9.11%
5-Year9.46%10.10%
10-Year6.25%7.90%
Last Bull Market16.44%15.53%
Last Bear Market-16.58%-17.52%

Annual Total Return (%) History

Year
OANWXCategory
2024
N/AN/A
2023
22.91%N/A
2022
-22.24%N/A
2021
19.42%N/A
2020
13.31%2.50%
2019
29.94%20.73%
2018
-21.03%-10.41%
2017
21.41%18.90%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.05%N/AN/AN/A
20239.17%5.74%-1.92%8.56%
2022-7.05%-16.58%-11.24%12.98%
202110.93%6.92%-1.61%2.33%
2020-30.60%23.17%6.44%24.53%
201912.72%3.87%-0.71%11.77%
2018-3.26%-2.14%1.86%-18.10%
20175.95%6.18%4.76%3.02%

Rank In Category (By Total Return)

YTD93
1-Month90
3-Month90
1-Year87
3-Year98
5-Year50

Load Adjusted Returns

1-Year14.10%
3-Year-1.21%
5-Year9.46%
10-Year6.25%