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Oakmark Fund Service Class (OARMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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117.07-1.25 (-1.06%)
At close: 09:00PM EDT

Performance Overview

Morningstar Return Rating★★★★★
Year-to-Date Return13.18%
5-Year Average Return9.61%
Number of Years Up13
Number of Years Down6
Best 1 Yr Total Return (Feb 3, 2019)44.54%
Worst 1 Yr Total Return (Feb 3, 2019)-32.81%
Best 3-Yr Total Return44.54%
Worst 3-Yr Total Return-8.75%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnOARMXCategory
YTD30.31%17.52%
1-Month-3.89%-0.87%
3-Month1.15%5.51%
1-Year32.41%42.88%
3-Year22.26%11.93%
5-Year14.94%12.07%
10-Year15.33%10.95%
Last Bull Market26.55%23.18%
Last Bear Market-16.51%-17.87%

Annual Total Return (%) History

Year
OARMXCategory
2021
N/AN/A
2020
12.58%2.91%
2019
26.65%25.04%
2018
-12.97%-8.53%
2017
20.82%15.94%
2016
17.95%14.81%
2015
-4.26%-4.05%
2014
11.14%10.21%
2013
36.92%31.21%
2012
20.64%14.57%
2011
1.45%-0.75%
2010
11.81%13.66%
2009
44.54%24.13%
2008
-32.81%-37.09%
2007
-4.01%1.42%
2006
17.82%18.15%
2005
-1.56%5.95%
2004
11.40%12.97%
2003
24.79%28.44%
2002
-14.55%-18.69%
2001
N/A-4.99%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202115.47%8.86%1.82%N/A
2020-30.47%22.93%6.10%24.14%
201912.74%3.14%-2.11%11.27%
2018-0.96%2.07%4.18%-17.35%
20174.04%3.75%5.70%5.90%
2016-0.73%1.27%8.44%8.20%
2015-0.65%0.18%-8.02%4.58%
20142.20%4.91%0.09%3.56%
20139.52%5.33%6.47%11.48%
201214.36%-3.54%6.26%2.92%
20115.06%1.43%-14.23%11.01%
20106.12%-11.18%9.58%8.25%
2009-9.62%23.22%20.38%7.82%
2008-7.48%-4.24%-1.51%-23.00%
2007-0.35%6.25%-3.01%-6.52%
20063.73%-0.47%5.47%8.20%
2005-2.28%0.17%-0.52%1.09%
20041.36%2.14%-0.72%8.39%
2003-4.16%16.82%0.21%11.23%
20024.14%-8.39%-16.62%7.42%
2001-9.05%10.82%N/AN/A

Rank In Category (By Total Return)

YTD2
1-Month22
3-Month2
1-Year2
3-Year2
5-Year2

Load Adjusted Returns

1-Year68.46%
3-Year20.63%
5-Year17.17%
10-Year15.42%