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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
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
1.96%
5-year average return
7.25%
Number of years up
5
Number of years down
2
Best 1-yr total return (2 Jul 2024)
29.83%
Worst 1-yr total return (2 Jul 2024)
N/A
Best 3-yr total return
29.83%
Worst 3-yr total return
2.70%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
OANGX
Category
YTD
1.34%
14.38%
1-month
-1.75%
-1.21%
3-month
-2.95%
5.03%
1-year
3.21%
39.50%
3-year
-0.06%
9.11%
5-year
7.34%
10.10%
10-year
5.50%
7.90%
Last bull market
19.24%
15.53%
Last bear market
-14.43%
-17.52%
Annual total return (%) history
Year
OANGX
Category
2024
N/A
N/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 (%)
Year
Q1
Q2
Q3
Q4
2024
4.42%
-2.95%
N/A
N/A
2023
10.63%
4.33%
-5.36%
7.61%
2022
-5.48%
-14.43%
-11.55%
16.46%
2021
11.11%
6.54%
-3.28%
3.99%
2020
-34.84%
21.01%
6.91%
29.54%
2019
12.63%
4.34%
-0.33%
10.83%
2018
-2.53%
-0.28%
0.12%
-16.60%
2017
7.62%
4.40%
9.00%
3.97%
Rank in category (by total return)
YTD
89
1-month
70
3-month
86
1-year
98
3-year
96
5-year
61
Load adjusted returns
1-year
3.21%
3-year
-0.06%
5-year
7.34%
10-year
5.50%
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