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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

Risk Overview

Morningstar Risk Rating★★★★★

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

Risk Statistics

3 Years

OANWXCategory Average

5 Years

OANWXCategory Average

10 Years

OANWXCategory Average

Alpha

-5.99-0.05

-3.41-0.04

-3.04-0.01

BETA

1.140.01

1.250.01

1.240.01

Mean Annual Return

0.070.01

0.980.01

0.670.01

R-squared

87.230.9

88.540.88

88.310.87

Standard Deviation

20.370.2

23.270.16

19.550.15

Sharpe Ratio

-0.120

0.410.01

0.330.01

Treynor Ratio

-3.940.08

5.780.09

3.770.08