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Oakmark Global Service (OARGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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32.90-3.06 (-8.51%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★★★★
Year-to-date return11.43%
5-year average return4.33%
Number of years up14
Number of years down5
Best 1-yr total return (3 Feb 2019)39.84%
Worst 1-yr total return (3 Feb 2019)-38.99%
Best 3-yr total return39.84%
Worst 3-yr total return-6.92%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOARGXCategory
YTD14.75%14.38%
1-month-6.16%-1.21%
3-month-0.95%5.03%
1-year15.76%39.50%
3-year16.69%9.11%
5-year9.58%10.10%
10-year10.72%7.90%
Last bull market18.89%15.53%
Last bear market-21.25%-17.52%

Annual total return (%) history

Year
OARGXCategory
2021
N/AN/A
2020
8.70%2.50%
2019
29.32%20.73%
2018
-19.22%-10.41%
2017
26.78%18.90%
2016
4.32%9.24%
2015
-4.76%-3.06%
2014
3.29%3.61%
2013
33.67%25.36%
2012
19.86%14.28%
2011
-12.05%-3.44%
2010
15.26%11.90%
2009
39.84%29.76%
2008
-38.99%-36.88%
2007
6.88%7.10%
2006
23.67%19.86%
2005
12.87%9.79%
2004
15.34%16.15%
2003
48.43%35.24%
2002
-2.49%-14.35%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202110.98%6.43%-3.39%N/A
2020-34.92%20.87%6.78%29.42%
201912.52%4.20%-0.37%10.71%
2018-2.64%-0.41%0.03%-16.71%
20177.49%4.28%8.90%3.86%
2016-7.34%-3.71%8.73%7.53%
20152.04%-0.96%-10.89%5.76%
20141.60%3.31%-4.37%2.91%
20138.32%4.66%11.29%5.95%
201215.71%-8.10%2.23%10.26%
20112.26%-0.09%-18.35%5.43%
20106.58%-12.83%12.19%10.58%
2009-13.73%29.46%20.81%3.64%
2008-8.50%-3.37%-9.09%-24.09%
20074.93%5.39%0.18%-3.53%
20066.77%0.69%5.49%9.05%
20050.51%0.60%8.20%3.18%
20043.77%1.36%-2.88%12.92%
2003-10.76%33.48%9.42%13.88%
200210.79%-6.81%-17.84%14.95%

Rank in category (by total return)

YTD15
1-month5
3-month50
1-year5
3-year11
5-year7

Load adjusted returns

1-year54.99%
3-year15.18%
5-year13.02%
10-year10.49%