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STOCKS RISE, LED BY STELLAR ALPHABET, MICROSOFT EARNINGS
Latest stubborn U.S. inflation reading will bring about more 'wait and see' from the Fed
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.
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance Overview
Morningstar Return Rating
N/A1
Year-to-Date Return
6.79%
5-Year Average Return
14.63%
Number of Years Up
5
Number of Years Down
2
Best 1 Yr Total Return (Apr 24, 2024)
34.49%
Worst 1 Yr Total Return (Apr 24, 2024)
N/A
Best 3-Yr Total Return
34.49%
Worst 3-Yr Total Return
7.86%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return
OAYMX
Category
YTD
10.33%
17.52%
1-Month
5.98%
-0.87%
3-Month
10.33%
5.51%
1-Year
33.79%
42.88%
3-Year
13.49%
11.93%
5-Year
16.55%
12.07%
10-Year
12.29%
10.95%
Last Bull Market
63.20%
23.18%
Last Bear Market
-17.75%
-17.87%
Annual Total Return (%) History
Year
OAYMX
Category
2024
N/A
N/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 (%)
Year
Q1
Q2
Q3
Q4
2024
10.33%
N/A
N/A
N/A
2023
8.15%
8.70%
-1.25%
12.97%
2022
-2.56%
-17.75%
-1.82%
10.35%
2021
15.59%
8.95%
1.91%
4.78%
2020
-30.40%
23.04%
6.21%
24.26%
2019
12.85%
3.23%
-2.05%
11.38%
2018
-0.87%
2.16%
4.27%
-17.26%
2017
4.15%
3.84%
5.80%
6.01%
Rank In Category (By Total Return)
YTD
25
1-Month
19
3-Month
25
1-Year
2
3-Year
2
5-Year
1
Load Adjusted Returns
1-Year
33.79%
3-Year
13.49%
5-Year
16.55%
10-Year
12.29%
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