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Oakmark Advisor (OAYMX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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140.68
+0.73
(+0.52%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
6.17%
5-year average return
14.31%
Number of years up
5
Number of years down
2
Best 1-yr total return (2 May 2024)
34.49%
Worst 1-yr total return (2 May 2024)
N/A
Best 3-yr total return
34.49%
Worst 3-yr total return
7.86%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
OAYMX
Category
YTD
5.46%
17.52%
1-month
-4.41%
-0.87%
3-month
4.79%
5.51%
1-year
25.72%
42.88%
3-year
9.83%
11.93%
5-year
14.21%
12.07%
10-year
11.82%
10.95%
Last bull market
29.01%
23.18%
Last bear market
-17.75%
-17.87%
Annual total return (%) history
Year
OAYMX
Category
2024
N/A
N/A
2023
31.14%
N/A
2022
-13.17%
N/A
2021
34.49%
N/A
2020
13.01%
2.91%
2019
27.09%
25.04%
2018
-12.62%
-8.53%
2017
21.30%
15.94%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
10.33%
N/A
N/A
N/A
2023
8.15%
8.70%
-1.25%
12.97%
2022
-2.56%
-17.75%
-1.82%
10.35%
2021
15.59%
8.95%
1.91%
4.78%
2020
-30.40%
23.04%
6.21%
24.26%
2019
12.85%
3.23%
-2.05%
11.38%
2018
-0.87%
2.16%
4.27%
-17.26%
2017
4.15%
3.84%
5.80%
6.01%
Rank in category (by total return)
YTD
28
1-month
65
3-month
30
1-year
3
3-year
5
5-year
1
Load adjusted returns
1-year
25.72%
3-year
9.83%
5-year
14.21%
10-year
11.82%
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