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Oakmark Investor (OAKMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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140.63+0.72 (+0.51%)
At close: 08:01PM EDT

Risk overview

Morningstar risk rating★★★★★
Number of years up24
Number of years down8
Best 1-yr total return (2 May 2024)44.77%
Worst 1-yr total return (2 May 2024)N/A

Risk statistics

3 years
OAKMXCategory average
5 years
OAKMXCategory average
10 years
OAKMXCategory average
Alpha
1.69-0.06
-0.35-0.05
-1.99-0.03
BETA
1.040.01
1.190.01
1.180.01
Mean annual return
0.930.01
1.340.01
1.080.01
R-squared
80.810.88
84.650.87
86.20.88
Standard deviation
20.310.2
23.830.16
19.410.15
Sharpe ratio
0.40.01
0.580.01
0.590.01
Treynor ratio
6.260.11
9.950.11
8.60.1