UK markets closed

Oakmark Global Select Advisor (OAYWX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
21.92+0.12 (+0.55%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.67%
5-year average return7.84%
Number of years up5
Number of years down2
Best 1-yr total return (4 Jul 2024)29.95%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return29.95%
Worst 3-yr total return1.65%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOAYWXCategory
YTD1.31%14.38%
1-month-0.92%-1.21%
3-month-1.64%5.03%
1-year7.90%39.50%
3-year-0.90%9.11%
5-year7.72%10.10%
10-year5.97%7.90%
Last bull market16.43%15.53%
Last bear market-16.63%-17.52%

Annual total return (%) history

Year
OAYWXCategory
2024
N/AN/A
2023
22.82%N/A
2022
-22.30%N/A
2021
19.41%N/A
2020
13.19%2.50%
2019
29.95%20.73%
2018
-21.13%-10.41%
2017
21.36%18.90%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.00%-1.64%N/AN/A
20239.11%5.69%-1.88%8.54%
2022-7.09%-16.63%-11.25%13.02%
202110.93%6.93%-1.65%2.36%
2020-30.60%23.09%6.44%24.47%
201912.80%3.80%-0.71%11.77%
2018-3.32%-2.14%1.86%-18.16%
20175.95%6.18%4.76%2.99%

Rank in category (by total return)

YTD90
1-month41
3-month72
1-year87
3-year98
5-year55

Load adjusted returns

1-year7.90%
3-year-0.90%
5-year7.72%
10-year5.97%