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Oakmark Select Advisor (OAYLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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70.61+0.25 (+0.36%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.16%
5-year average return11.96%
Number of years up5
Number of years down2
Best 1-yr total return (16 Apr 2024)43.19%
Worst 1-yr total return (16 Apr 2024)N/A
Best 3-yr total return43.19%
Worst 3-yr total return2.18%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOAYLXCategory
YTD6.25%17.52%
1-month4.98%-0.87%
3-month6.25%5.51%
1-year37.11%42.88%
3-year10.80%11.93%
5-year14.56%12.07%
10-year9.10%10.95%
Last bull market64.41%23.18%
Last bear market-16.41%-17.87%

Annual total return (%) history

Year
OAYLXCategory
2024
N/AN/A
2023
43.19%N/A
2022
-22.65%N/A
2021
34.20%N/A
2020
10.90%2.91%
2019
27.82%25.04%
2018
-24.73%-8.53%
2017
15.87%15.94%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.25%N/AN/AN/A
202310.96%12.45%0.10%14.65%
2022-6.04%-16.41%-5.94%4.70%
202116.09%8.01%3.42%3.49%
2020-32.51%23.30%5.26%26.61%
201913.48%4.56%-3.40%11.52%
2018-3.85%-0.37%0.33%-21.68%
20173.04%1.89%5.97%4.14%

Rank in category (by total return)

YTD88
1-month50
3-month88
1-year1
3-year18
5-year6

Load adjusted returns

1-year37.11%
3-year10.80%
5-year14.56%
10-year9.10%