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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
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73.04
-0.39
(-0.53%)
As of 08:05AM EDT. Market open.
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★★★
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
Risk statistics
3 years
OAYLX
Category average
5 years
OAYLX
Category average
10 years
OAYLX
Category average
Alpha
-1.01
-0.01
-2.41
-0.03
-5.19
-0.03
BETA
1.09
0.01
1.24
0.01
1.25
0.01
Mean annual return
0.74
0.01
1.22
0.01
0.88
0.01
R-squared
78.44
0.78
81.8
0.83
81.69
0.84
Standard deviation
21.63
0.17
25.32
0.19
21.01
0.16
Sharpe ratio
0.27
0
0.49
0
0.43
0.01
Treynor ratio
3.34
0.04
7.86
0.07
5.69
0.08
Data disclaimer
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