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    Oakmark Equity & Income I (OAKBX)

    29.95 Up 0.10(0.34%) Sep 27

    Performance Overview as of Aug 30, 2016Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:4.00
    Year-to-Date Return:5.46%
    5-Year Average Return:8.26%
    Number of Years Up:17
    Number of Years Down:3
    Best 1 Yr Total Return (2013-12-31):24.25%
    Worst 1 Yr Total Return (2008-12-31):-16.18%
    Best 3-Yr Total Return (N/A):13.87%
    Worst 3-Yr Total Return (N/A):1.32%
    Load Adjusted Returns 
    1-Year:4.82%
    3-Year:6.12%
    5-Year:8.26%
    10-Year:6.55%
    Trailing Returns (%) vs. Benchmarks 
    ReturnOAKBXCategoryDiffIndex*Diff
    Year To Date5.46N/AN/AN/AN/A
    1-Month1.62N/AN/AN/AN/A
    3-Month3.33N/AN/AN/AN/A
    1-Year4.82N/AN/AN/AN/A
    3-Year6.12N/AN/AN/AN/A
    5-Year8.26N/AN/AN/AN/A
    Last Bull Market (Sep 29, 2011 to Apr 29, 2012)17.11N/AN/AN/AN/A
    Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-13.65N/AN/AN/AN/A
    Annual Total Return (%) History () 
    YearOAKBXCategoryDiff
    2016N/AN/AN/A
    2015
     
    -4.60N/AN/A
    2014
     
    6.93N/AN/A
    2013
     
    24.25N/AN/A
    2012
     
    9.05N/AN/A
    2011
     
    0.64N/AN/A
    2010
     
    9.50N/AN/A
    2009
     
    19.84N/AN/A
    2008
     
    -16.18N/AN/A
    2007
     
    11.97N/AN/A
    2006
     
    10.82N/AN/A
    2005
     
    8.60N/AN/A
    2004
     
    10.36N/AN/A
    2003
     
    23.21N/AN/A
    2002
     
    -2.14N/AN/A
    2001
     
    18.01N/AN/A
    2000
     
    19.89N/AN/A
    1999
     
    7.90N/AN/A
    1998
     
    12.38N/AN/A
    1997
     
    26.56N/AN/A
    1996
     
    15.29N/AN/A
    Past Quarterly Returns (%) for OAKBX 
    Q1Q2Q3Q4
    20160.77-0.42N/AN/A
    20150.910.06-6.951.55
    20141.783.19-1.873.75
    20136.180.998.187.11
    20127.91-3.493.271.41
    20114.691.17-12.808.97
    20104.70-8.005.817.44
    2009-6.0310.3710.554.52
    20080.971.40-7.09-11.89
    20073.214.043.171.08
    20062.001.572.364.50
    2005-0.642.835.830.44
    20044.181.87-1.075.11
    2003-2.2813.202.019.19
    20024.19-3.19-8.576.12
    20014.148.06-2.847.93
    20004.38-0.139.934.63
    19990.009.91-5.083.43
    19988.650.54-6.9210.54
    19972.9410.5110.270.88
    19962.545.140.636.26
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date63N/A
    1-Month5N/A
    3-Month36N/A
    6-Month40N/A
    1-Year82N/A
    3-Year60N/A
    5-Year41N/A