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Oakmark Equity and Income R6 (OAZBX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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34.57+0.33 (+0.96%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.12%
5-Year Average Return0.00%
Number of Years Up2
Number of Years Down1
Best 1 Yr Total Return (May 30, 2024)21.86%
Worst 1 Yr Total Return (May 30, 2024)N/A
Best 3-Yr Total Return21.86%
Worst 3-Yr Total Return7.80%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnOAZBXCategory
YTD1.33%9.69%
1-Month-3.49%0.91%
3-Month1.60%5.21%
1-Year14.59%27.06%
3-Year3.33%11.00%
5-Year7.85%10.26%
10-Year6.76%8.34%
Last Bull Market19.17%15.58%
Last Bear Market-11.97%-12.16%

Annual Total Return (%) History

Year
OAZBXCategory
2024
N/AN/A
2023
17.71%N/A
2022
-12.67%N/A
2021
21.86%N/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.99%N/AN/AN/A
20233.37%5.40%-1.78%10.00%
2022-3.65%-11.97%-3.99%7.25%
202110.32%6.10%0.47%3.61%

Rank In Category (By Total Return)

YTD68
1-Month69
3-Month46
1-Year11
3-Year21
5-Year18

Load Adjusted Returns

1-Year14.59%
3-Year3.33%
5-Year7.85%
10-Year6.76%