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Oakmark Equity And Income Fund Service Class (OARBX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

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33.63

-2.85

(-7.81%)

At close: 09:00PM EDT

Risk Overview

Morningstar Risk Rating★★★★★

Number of Years Up16

Number of Years Down4

Best 1 Yr Total Return (Feb 3, 2019)23.83%

Worst 1 Yr Total Return (Feb 3, 2019)-16.47%

Risk Statistics

3 Years

OARBXCategory Average

5 Years

OARBXCategory Average

10 Years

OARBXCategory Average

Alpha

-3.22-0.01

-1.81-0.01

-1.01-0

BETA

1.410.01

1.360.01

1.260.01

Mean Annual Return

1.180.01

0.980.01

0.810.01

R-squared

91.660.93

88.650.92

86.240.92

Standard Deviation

16.270.13

13.30.1

10.970.09

Sharpe Ratio

0.810.01

0.790.01

0.820.01

Treynor Ratio

9.010.09

7.530.09

70.07