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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.

Risk Overview

Morningstar Risk Rating★★★★★
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

Risk Statistics

3 Years
OAZBXCategory Average
5 Years
OAZBXCategory Average
10 Years
OAZBXCategory Average
Alpha
3.12-0.01
2.05-0.01
0.6-0
BETA
1.10.01
1.220.01
1.220.01
Mean Annual Return
0.360.01
0.740.01
0.620.01
R-squared
88.970.93
89.50.92
87.980.92
Standard Deviation
14.540.13
16.070.1
12.910.09
Sharpe Ratio
0.080.01
0.420.01
0.460.01
Treynor Ratio
0.190.09
4.620.09
4.310.07