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Oakmark Global Select Advisor (OAYWX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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21.92
+0.12
(+0.55%)
As of 08:05AM EDT. Market open.
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
2.67%
5-year average return
7.84%
Number of years up
5
Number of years down
2
Best 1-yr total return (4 Jul 2024)
29.95%
Worst 1-yr total return (4 Jul 2024)
N/A
Best 3-yr total return
29.95%
Worst 3-yr total return
1.65%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
OAYWX
Category
YTD
1.31%
14.38%
1-month
-0.92%
-1.21%
3-month
-1.64%
5.03%
1-year
7.90%
39.50%
3-year
-0.90%
9.11%
5-year
7.72%
10.10%
10-year
5.97%
7.90%
Last bull market
16.43%
15.53%
Last bear market
-16.63%
-17.52%
Annual total return (%) history
Year
OAYWX
Category
2024
N/A
N/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 (%)
Year
Q1
Q2
Q3
Q4
2024
3.00%
-1.64%
N/A
N/A
2023
9.11%
5.69%
-1.88%
8.54%
2022
-7.09%
-16.63%
-11.25%
13.02%
2021
10.93%
6.93%
-1.65%
2.36%
2020
-30.60%
23.09%
6.44%
24.47%
2019
12.80%
3.80%
-0.71%
11.77%
2018
-3.32%
-2.14%
1.86%
-18.16%
2017
5.95%
6.18%
4.76%
2.99%
Rank in category (by total return)
YTD
90
1-month
41
3-month
72
1-year
87
3-year
98
5-year
55
Load adjusted returns
1-year
7.90%
3-year
-0.90%
5-year
7.72%
10-year
5.97%
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