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Oakmark Select Institutional (OANLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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73.52+0.15 (+0.20%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.37%
5-year average return13.63%
Number of years up5
Number of years down2
Best 1-yr total return (15 May 2024)43.29%
Worst 1-yr total return (15 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
YTD1.18%4.44%
1-month-4.80%-4.04%
3-month3.09%4.09%
1-year27.76%14.37%
3-year6.85%6.04%
5-year12.04%9.20%
10-year8.66%8.57%
Last bull market27.67%22.97%
Last bear market-16.38%-11.27%

Annual total return (%) history

Year
OANLXCategory
2024
N/AN/A
2023
43.29%11.63%
2022
-22.57%-5.90%
2021
34.34%26.22%
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)

YTD93
1-month79
3-month73
1-year2
3-year36
5-year8

Load adjusted returns

1-year27.76%
3-year6.85%
5-year12.04%
10-year8.66%