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Oakmark International Small Cap Advisor (OAYEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.26+0.16 (+0.80%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★★★
Number of years up5
Number of years down2
Best 1-yr total return (30 May 2024)32.05%
Worst 1-yr total return (30 May 2024)N/A

Risk statistics

3 years
OAYEXCategory average
5 years
OAYEXCategory average
10 years
OAYEXCategory average
Alpha
1.7-0.03
1.6-0.02
0.470.01
BETA
1.270.01
1.420.01
1.320.01
Mean annual return
0.250.01
0.820.01
0.550.01
R-squared
89.180.91
89.990.89
87.050.89
Standard deviation
21.960.22
26.380.18
21.220.17
Sharpe ratio
-0.010
0.290.01
0.240
Treynor ratio
-1.950.05
3.020.08
2.150.06