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Oakmark Global Investor (OAKGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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33.22+0.07 (+0.21%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.26%
5-year average return9.14%
Number of years up18
Number of years down6
Best 1-yr total return (2 Jun 2024)40.19%
Worst 1-yr total return (2 Jun 2024)N/A
Best 3-yr total return40.19%
Worst 3-yr total return1.24%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOAKGXCategory
YTD-0.16%14.38%
1-month-4.32%-1.21%
3-month2.10%5.03%
1-year4.74%39.50%
3-year-0.10%9.11%
5-year6.26%10.10%
10-year5.57%7.90%
Last bull market19.15%15.53%
Last bear market-14.46%-17.52%

Annual total return (%) history

Year
OAKGXCategory
2024
N/AN/A
2023
17.25%N/A
2022
-16.85%N/A
2021
18.80%N/A
2020
9.00%2.50%
2019
29.60%20.73%
2018
-18.97%-10.41%
2017
27.08%18.90%
2016
4.65%9.24%
2015
-4.38%-3.06%
2014
3.70%3.61%
2013
34.12%25.36%
2012
20.16%14.28%
2011
-11.65%-3.44%
2010
15.74%11.90%
2009
40.19%29.76%
2008
-38.78%-36.88%
2007
7.33%7.10%
2006
24.18%19.86%
2005
13.23%9.79%
2004
15.63%16.15%
2003
48.98%35.24%
2002
-2.11%-14.35%
2001
20.05%-6.11%
2000
15.84%2.36%
1999
N/A28.41%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.35%N/AN/AN/A
202310.54%4.26%-5.42%7.56%
2022-5.53%-14.46%-11.59%16.39%
202111.05%6.48%-3.33%3.94%
2020-34.87%20.91%6.92%29.45%
201912.59%4.31%-0.36%10.77%
2018-2.57%-0.31%0.09%-16.65%
20177.59%4.31%8.99%3.90%
2016-7.27%-3.66%8.84%7.63%
20152.13%-0.87%-10.77%5.85%
20141.69%3.42%-4.32%3.05%
20138.43%4.75%11.36%6.03%
201215.76%-8.00%2.27%10.32%
20112.36%0.00%-18.25%5.58%
20106.67%-12.69%12.28%10.69%
2009-13.70%29.53%20.95%3.70%
2008-8.42%-3.31%-8.95%-24.07%
20074.98%5.54%0.25%-3.38%
20066.86%0.80%5.58%9.19%
20050.60%0.64%8.29%3.29%
20043.89%1.40%-2.86%13.00%
2003-10.55%33.51%9.55%13.88%
200210.86%-6.60%-17.70%14.87%
2001-0.71%15.76%-16.69%25.37%
20000.80%3.18%5.21%5.86%
19998.72%N/AN/AN/A

Rank in category (by total return)

YTD92
1-month91
3-month89
1-year89
3-year96
5-year79

Load adjusted returns

1-year4.74%
3-year-0.10%
5-year6.26%
10-year5.57%