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MONEY
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Oakmark Select Advisor (OAYLX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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70.60
-0.28
(-0.40%)
As of 08:05AM EDT. Market open.
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
0.50%
5-year average return
12.10%
Number of years up
5
Number of years down
2
Best 1-yr total return (1 May 2024)
43.19%
Worst 1-yr total return (1 May 2024)
N/A
Best 3-yr total return
43.19%
Worst 3-yr total return
2.18%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
OAYLX
Category
YTD
6.25%
17.52%
1-month
4.98%
-0.87%
3-month
6.25%
5.51%
1-year
37.11%
42.88%
3-year
10.80%
11.93%
5-year
14.56%
12.07%
10-year
9.10%
10.95%
Last bull market
64.41%
23.18%
Last bear market
-16.41%
-17.87%
Annual total return (%) history
Year
OAYLX
Category
2024
N/A
N/A
2023
43.19%
N/A
2022
-22.65%
N/A
2021
34.20%
N/A
2020
10.90%
2.91%
2019
27.82%
25.04%
2018
-24.73%
-8.53%
2017
15.87%
15.94%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
6.25%
N/A
N/A
N/A
2023
10.96%
12.45%
0.10%
14.65%
2022
-6.04%
-16.41%
-5.94%
4.70%
2021
16.09%
8.01%
3.42%
3.49%
2020
-32.51%
23.30%
5.26%
26.61%
2019
13.48%
4.56%
-3.40%
11.52%
2018
-3.85%
-0.37%
0.33%
-21.68%
2017
3.04%
1.89%
5.97%
4.14%
Rank in category (by total return)
YTD
88
1-month
50
3-month
88
1-year
1
3-year
18
5-year
6
Load adjusted returns
1-year
37.11%
3-year
10.80%
5-year
14.56%
10-year
9.10%
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