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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 (9 May 2024)52.46%
Worst 1-yr total return (9 May 2024)N/A
Risk statistics
3 years
OAKLXCategory average5 years
OAKLXCategory average10 years
OAKLXCategory averageAlpha
-1.13-0.06
-2.54-0.05
-5.28-0.03
BETA
1.080.01
1.240.01
1.240.01
Mean annual return
0.730.01
1.20.01
0.870.01
R-squared
78.430.88
81.790.87
81.670.88
Standard deviation
21.620.2
25.320.16
21.010.15
Sharpe ratio
0.260.01
0.480.01
0.420.01
Treynor ratio
3.220.11
7.750.11
5.60.1
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