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Oakmark International R6 (OAZIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.82+0.01 (+0.04%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-3.58%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (16 Jun 2024)19.18%
Worst 1-yr total return (16 Jun 2024)N/A
Best 3-yr total return19.18%
Worst 3-yr total return3.32%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOAZIXCategory
YTD1.08%11.56%
1-month3.92%-2.20%
3-month3.92%4.11%
1-year8.85%35.63%
3-year-1.71%5.74%
5-year6.78%8.25%
10-year3.24%4.29%
Last bull market17.77%13.65%
Last bear market-11.74%-23.43%

Annual total return (%) history

Year
OAZIXCategory
2024
N/AN/A
2023
19.18%N/A
2022
-15.39%N/A
2021
9.38%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.15%N/AN/AN/A
202313.98%3.17%-6.85%8.80%
2022-8.59%-11.74%-14.76%23.03%
20219.14%4.36%-4.95%1.04%

Rank in category (by total return)

YTD96
1-month79
3-month93
1-year96
3-year98
5-year71

Load adjusted returns

1-year8.85%
3-year-1.71%
5-year6.78%
10-year3.24%