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Oakmark Global Institutional (OANGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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32.76+0.23 (+0.71%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.96%
5-year average return7.25%
Number of years up5
Number of years down2
Best 1-yr total return (2 Jul 2024)29.83%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return29.83%
Worst 3-yr total return2.70%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOANGXCategory
YTD1.34%14.38%
1-month-1.75%-1.21%
3-month-2.95%5.03%
1-year3.21%39.50%
3-year-0.06%9.11%
5-year7.34%10.10%
10-year5.50%7.90%
Last bull market19.24%15.53%
Last bear market-14.43%-17.52%

Annual total return (%) history

Year
OANGXCategory
2024
N/AN/A
2023
17.55%N/A
2022
-16.69%N/A
2021
19.06%N/A
2020
9.20%2.50%
2019
29.83%20.73%
2018
-18.84%-10.41%
2017
27.34%18.90%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.42%-2.95%N/AN/A
202310.63%4.33%-5.36%7.61%
2022-5.48%-14.43%-11.55%16.46%
202111.11%6.54%-3.28%3.99%
2020-34.84%21.01%6.91%29.54%
201912.63%4.34%-0.33%10.83%
2018-2.53%-0.28%0.12%-16.60%
20177.62%4.40%9.00%3.97%

Rank in category (by total return)

YTD89
1-month70
3-month86
1-year98
3-year96
5-year61

Load adjusted returns

1-year3.21%
3-year-0.06%
5-year7.34%
10-year5.50%