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Oakmark Select Investor (OAKLX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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At close: 08:01PM EDT
Risk overview
Morningstar risk rating★★★★★
Number of years up21
Number of years down6
Best 1-yr total return (25 Apr 2024)52.46%
Worst 1-yr total return (25 Apr 2024)N/A
Risk statistics
3 years
OAKLXCategory average5 years
OAKLXCategory average10 years
OAKLXCategory averageAlpha
-0.82-0.06
-2.31-0.05
-5.48-0.03
BETA
1.090.01
1.240.01
1.250.01
Mean annual return
1.040.01
1.40.01
0.910.01
R-squared
78.380.88
81.60.87
81.520.88
Standard deviation
21.610.2
25.290.16
20.940.15
Sharpe ratio
0.440.01
0.580.01
0.450.01
Treynor ratio
7.080.11
9.860.11
6.030.1
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