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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

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.17%
5-year average return14.31%
Number of years up5
Number of years down2
Best 1-yr total return (2 May 2024)34.49%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return34.49%
Worst 3-yr total return7.86%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOAYMXCategory
YTD5.46%17.52%
1-month-4.41%-0.87%
3-month4.79%5.51%
1-year25.72%42.88%
3-year9.83%11.93%
5-year14.21%12.07%
10-year11.82%10.95%
Last bull market29.01%23.18%
Last bear market-17.75%-17.87%

Annual total return (%) history

Year
OAYMXCategory
2024
N/AN/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 (%)

YearQ1Q2Q3Q4
202410.33%N/AN/AN/A
20238.15%8.70%-1.25%12.97%
2022-2.56%-17.75%-1.82%10.35%
202115.59%8.95%1.91%4.78%
2020-30.40%23.04%6.21%24.26%
201912.85%3.23%-2.05%11.38%
2018-0.87%2.16%4.27%-17.26%
20174.15%3.84%5.80%6.01%

Rank in category (by total return)

YTD28
1-month65
3-month30
1-year3
3-year5
5-year1

Load adjusted returns

1-year25.72%
3-year9.83%
5-year14.21%
10-year11.82%