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Oakmark Select Advisor (OAYLX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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72.26-0.27 (-0.37%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.25%
5-Year Average Return12.51%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (Apr 22, 2024)43.19%
Worst 1 Yr Total Return (Apr 22, 2024)N/A
Best 3-Yr Total Return43.19%
Worst 3-Yr Total Return2.18%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnOAYLXCategory
YTD6.25%17.52%
1-Month4.98%-0.87%
3-Month6.25%5.51%
1-Year37.11%42.88%
3-Year10.80%11.93%
5-Year14.56%12.07%
10-Year9.10%10.95%
Last Bull Market64.41%23.18%
Last Bear Market-16.41%-17.87%

Annual Total Return (%) History

Year
OAYLXCategory
2024
N/AN/A
2023
43.19%N/A
2022
-22.65%N/A
2021
34.20%N/A
2020
10.90%2.91%
2019
27.82%25.04%
2018
-24.73%-8.53%
2017
15.87%15.94%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.25%N/AN/AN/A
202310.96%12.45%0.10%14.65%
2022-6.04%-16.41%-5.94%4.70%
202116.09%8.01%3.42%3.49%
2020-32.51%23.30%5.26%26.61%
201913.48%4.56%-3.40%11.52%
2018-3.85%-0.37%0.33%-21.68%
20173.04%1.89%5.97%4.14%

Rank In Category (By Total Return)

YTD88
1-Month50
3-Month88
1-Year1
3-Year18
5-Year6

Load Adjusted Returns

1-Year37.11%
3-Year10.80%
5-Year14.56%
10-Year9.10%