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Oakmark Advisor (OAYMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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141.51-0.81 (-0.57%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.79%
5-Year Average Return14.63%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (Apr 24, 2024)34.49%
Worst 1 Yr Total Return (Apr 24, 2024)N/A
Best 3-Yr Total Return34.49%
Worst 3-Yr Total Return7.86%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnOAYMXCategory
YTD10.33%17.52%
1-Month5.98%-0.87%
3-Month10.33%5.51%
1-Year33.79%42.88%
3-Year13.49%11.93%
5-Year16.55%12.07%
10-Year12.29%10.95%
Last Bull Market63.20%23.18%
Last Bear Market-17.75%-17.87%

Annual Total Return (%) History

Year
OAYMXCategory
2024
N/AN/A
2023
31.14%N/A
2022
-13.17%N/A
2021
34.49%N/A
2020
13.01%2.91%
2019
27.09%25.04%
2018
-12.62%-8.53%
2017
21.30%15.94%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.33%N/AN/AN/A
20238.15%8.70%-1.25%12.97%
2022-2.56%-17.75%-1.82%10.35%
202115.59%8.95%1.91%4.78%
2020-30.40%23.04%6.21%24.26%
201912.85%3.23%-2.05%11.38%
2018-0.87%2.16%4.27%-17.26%
20174.15%3.84%5.80%6.01%

Rank In Category (By Total Return)

YTD25
1-Month19
3-Month25
1-Year2
3-Year2
5-Year1

Load Adjusted Returns

1-Year33.79%
3-Year13.49%
5-Year16.55%
10-Year12.29%