Singapore markets close in 2 hours 36 minutes

Oakmark Investor (OAKMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
142.28-0.31 (-0.22%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.57%
5-year average return14.56%
Number of years up24
Number of years down8
Best 1-yr total return (22 Apr 2024)44.77%
Worst 1-yr total return (22 Apr 2024)N/A
Best 3-yr total return44.77%
Worst 3-yr total return7.75%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOAKMXCategory
YTD10.27%17.52%
1-month5.97%-0.87%
3-month10.27%5.51%
1-year33.52%42.88%
3-year13.26%11.93%
5-year16.35%12.07%
10-year12.16%10.95%
Last bull market62.90%23.18%
Last bear market-17.79%-17.87%

Annual total return (%) history

Year
OAKMXCategory
2024
N/AN/A
2023
30.89%N/A
2022
-13.36%N/A
2021
34.20%N/A
2020
12.90%2.91%
2019
26.98%25.04%
2018
-12.73%-8.53%
2017
21.14%15.94%
2016
18.35%14.81%
2015
-3.95%-4.05%
2014
11.51%10.21%
2013
37.29%31.21%
2012
20.97%14.57%
2011
1.82%-0.75%
2010
12.18%13.66%
2009
44.77%24.13%
2008
-32.61%-37.09%
2007
-3.64%1.42%
2006
18.26%18.15%
2005
-1.31%5.95%
2004
11.73%12.97%
2003
25.30%28.44%
2002
-14.41%-18.69%
2001
18.29%-4.99%
2000
11.78%7.87%
1999
-10.47%6.72%
1998
3.73%12.00%
1997
32.59%26.61%
1996
16.21%20.08%
1995
34.42%32.39%
1994
3.31%-0.70%
1993
30.50%13.61%
1992
48.90%10.21%
1991
N/A28.60%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.27%N/AN/AN/A
20238.10%8.64%-1.31%12.92%
2022-2.63%-17.79%-1.88%10.29%
202115.52%8.90%1.85%4.73%
2020-30.42%23.01%6.18%24.22%
201912.83%3.22%-2.06%11.33%
2018-0.88%2.13%4.24%-17.30%
20174.11%3.82%5.76%5.98%
2016-0.62%1.33%8.53%8.29%
2015-0.57%0.27%-7.93%4.64%
20142.31%4.98%0.18%3.64%
20139.58%5.36%6.60%11.54%
201214.44%-3.46%6.32%2.99%
20115.16%1.45%-14.05%11.04%
20106.21%-11.08%9.66%8.32%
2009-9.59%23.24%20.43%7.89%
2008-7.36%-4.22%-1.42%-22.95%
2007-0.26%6.35%-2.94%-6.41%
20063.82%-0.35%5.56%8.30%
2005-2.20%0.22%-0.46%1.16%
20041.44%2.23%-0.64%8.44%
2003-4.09%16.95%0.33%11.35%
20024.17%-8.36%-16.60%7.51%
20017.37%9.25%-9.01%10.82%
2000-8.97%2.58%6.10%12.82%
1999-0.47%11.53%-13.56%-6.69%
19989.95%-2.70%-13.83%12.53%
19973.99%15.22%6.32%4.08%
19963.56%3.51%0.75%7.60%
19959.19%6.18%8.37%6.98%
1994-4.18%2.92%6.86%-1.97%
19937.95%2.71%7.45%9.54%
199212.83%3.68%10.31%15.39%
199117.83%N/AN/AN/A

Rank in category (by total return)

YTD26
1-month19
3-month26
1-year3
3-year3
5-year1

Load adjusted returns

1-year33.52%
3-year13.26%
5-year16.35%
10-year12.16%