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Oakmark Select Advisor (OAYLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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73.04-0.39 (-0.53%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.97%
5-year average return13.82%
Number of years up5
Number of years down2
Best 1-yr total return (19 May 2024)43.19%
Worst 1-yr total return (19 May 2024)N/A
Best 3-yr total return43.19%
Worst 3-yr total return2.18%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOAYLXCategory
YTD1.14%4.44%
1-month-4.81%-4.04%
3-month3.06%4.09%
1-year27.62%14.37%
3-year6.75%6.04%
5-year11.95%9.20%
10-year8.61%8.57%
Last bull market27.60%22.97%
Last bear market-16.41%-11.27%

Annual total return (%) history

Year
OAYLXCategory
2024
N/AN/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 (%)

YearQ1Q2Q3Q4
20246.25%N/AN/AN/A
202310.96%12.45%0.10%14.65%
2022-6.04%-16.41%-5.94%4.70%
202116.09%8.01%3.42%3.49%
2020-32.51%23.30%5.26%26.61%
201913.48%4.56%-3.40%11.52%
2018-3.85%-0.37%0.33%-21.68%
20173.04%1.89%5.97%4.14%

Rank in category (by total return)

YTD94
1-month79
3-month73
1-year2
3-year38
5-year9

Load adjusted returns

1-year27.62%
3-year6.75%
5-year11.95%
10-year8.61%