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Oakmark Institutional (OANMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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140.69+0.72 (+0.51%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.17%
5-year average return14.36%
Number of years up5
Number of years down2
Best 1-yr total return (2 May 2024)34.53%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return34.53%
Worst 3-yr total return7.93%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOANMXCategory
YTD5.48%17.52%
1-month-4.40%-0.87%
3-month4.81%5.51%
1-year25.76%42.88%
3-year9.86%11.93%
5-year14.26%12.07%
10-year11.86%10.95%
Last bull market29.03%23.18%
Last bear market-17.75%-17.87%

Annual total return (%) history

Year
OANMXCategory
2024
N/AN/A
2023
31.18%N/A
2022
-13.16%N/A
2021
34.53%N/A
2020
13.09%2.91%
2019
27.19%25.04%
2018
-12.58%-8.53%
2017
21.33%15.94%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.34%N/AN/AN/A
20238.16%8.70%-1.24%12.98%
2022-2.56%-17.75%-1.82%10.37%
202115.61%8.97%1.91%4.78%
2020-30.38%23.08%6.21%24.27%
201912.88%3.26%-2.02%11.38%
2018-0.85%2.18%4.28%-17.26%
20174.15%3.85%5.80%6.02%

Rank in category (by total return)

YTD27
1-month65
3-month30
1-year3
3-year5
5-year1

Load adjusted returns

1-year25.76%
3-year9.86%
5-year14.26%
10-year11.86%