Home
Mail
News
Sport
Finance
Celebrity
Style
Weather
Mobile
Messenger
Movies
More
Yahoo
Mail
News
Market Data
Crypto
Bank of England
Money Matters
Property
Top Stocks
Work & Management
Industry News
Brexit
My Portfolio
My Screeners
Watchlists
Videos
UK markets closed
NIKKEI 225
38,946.93
-122.75
(-0.31%)
HANG SENG
19,220.62
-415.60
(-2.12%)
CRUDE OIL
79.06
-0.74
(-0.93%)
GOLD FUTURES
2,425.20
-13.30
(-0.55%)
DOW
39,872.99
+66.22
(+0.17%)
Bitcoin GBP
54,758.14
+428.85
(+0.79%)
Money
What pension research reveals about retirement planning
As the cost of living crisis eases, what steps are you taking to build your pension?
Oakmark Select Advisor (OAYLX)
Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
73.04
-0.39
(-0.53%)
At close: 08:05AM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
3.97%
5-year average return
13.82%
Number of years up
5
Number of years down
2
Best 1-yr total return (19 May 2024)
43.19%
Worst 1-yr total return (19 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
1.14%
4.44%
1-month
-4.81%
-4.04%
3-month
3.06%
4.09%
1-year
27.62%
14.37%
3-year
6.75%
6.04%
5-year
11.95%
9.20%
10-year
8.61%
8.57%
Last bull market
27.60%
22.97%
Last bear market
-16.41%
-11.27%
Annual total return (%) history
Year
OAYLX
Category
2024
N/A
N/A
2023
43.19%
11.63%
2022
-22.65%
-5.90%
2021
34.20%
26.22%
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
94
1-month
79
3-month
73
1-year
2
3-year
38
5-year
9
Load adjusted returns
1-year
27.62%
3-year
6.75%
5-year
11.95%
10-year
8.61%
Data disclaimer
Help
Suggestions
Terms
and
Privacy Policy
Privacy dashboard
About our ads
© 2024 Yahoo. All rights reserved.