Singapore markets closed

Oakmark Select Institutional (OANLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
70.68-0.28 (-0.39%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.54%
5-year average return12.19%
Number of years up5
Number of years down2
Best 1-yr total return (1 May 2024)43.29%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return43.29%
Worst 3-yr total return2.23%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOANLXCategory
YTD6.29%17.52%
1-month4.99%-0.87%
3-month6.29%5.51%
1-year37.24%42.88%
3-year10.90%11.93%
5-year14.65%12.07%
10-year9.15%10.95%
Last bull market64.55%23.18%
Last bear market-16.38%-17.87%

Annual total return (%) history

Year
OANLXCategory
2024
N/AN/A
2023
43.29%N/A
2022
-22.57%N/A
2021
34.34%N/A
2020
10.98%2.91%
2019
27.87%25.04%
2018
-24.72%-8.53%
2017
15.91%15.94%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.29%N/AN/AN/A
202310.97%12.46%0.15%14.66%
2022-6.02%-16.38%-5.93%4.74%
202116.15%8.04%3.44%3.51%
2020-32.51%23.33%5.29%26.63%
201913.50%4.56%-3.37%11.51%
2018-3.85%-0.37%0.33%-21.67%
20173.04%1.89%6.00%4.16%

Rank in category (by total return)

YTD88
1-month49
3-month88
1-year1
3-year17
5-year6

Load adjusted returns

1-year37.24%
3-year10.90%
5-year14.65%
10-year9.15%