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Oakmark R6 (OAZMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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137.60-0.95 (-0.69%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.83%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (13 Jun 2024)34.58%
Worst 1-yr total return (13 Jun 2024)N/A
Best 3-yr total return34.58%
Worst 3-yr total return15.34%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOAZMXCategory
YTD6.46%4.44%
1-month0.92%-4.04%
3-month2.25%4.09%
1-year27.68%14.37%
3-year8.96%6.04%
5-year16.75%9.20%
10-year11.60%8.57%
Last bull market29.05%22.97%
Last bear market-17.73%-11.27%

Annual total return (%) history

Year
OAZMXCategory
2024
N/AN/A
2023
31.26%11.63%
2022
-13.14%-5.90%
2021
34.58%26.22%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.34%N/AN/AN/A
20238.18%8.72%-1.23%13.00%
2022-2.56%-17.73%-1.82%10.37%
202115.61%8.98%1.92%4.81%

Rank in category (by total return)

YTD69
1-month98
3-month86
1-year15
3-year10
5-year1

Load adjusted returns

1-year27.68%
3-year8.96%
5-year16.75%
10-year11.60%