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    Oakmark I (OAKMX)

    62.28 Up 0.99(1.62%) Sep 2

    Performance Overview as of Jul 30, 2015Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:4.00
    Year-to-Date Return:0.75%
    5-Year Average Return:16.38%
    Number of Years Up:18
    Number of Years Down:5
    Best 1 Yr Total Return (2009-12-31):44.77%
    Worst 1 Yr Total Return (2008-12-31):-32.61%
    Best 3-Yr Total Return (N/A):22.80%
    Worst 3-Yr Total Return (N/A):-8.42%
    Load Adjusted Returns 
    1-Year:6.24%
    3-Year:18.68%
    5-Year:16.38%
    10-Year:8.77%
    Trailing Returns (%) vs. Benchmarks 
    ReturnOAKMXCategoryDiffIndex*Diff
    Year To Date0.75N/AN/AN/AN/A
    1-Month1.06N/AN/AN/AN/A
    3-Month-0.43N/AN/AN/AN/A
    1-Year6.24N/AN/AN/AN/A
    3-Year18.68N/AN/AN/AN/A
    5-Year16.38N/AN/AN/AN/A
    Last Bull Market (Sep 29, 2011 to Apr 29, 2012)26.73N/AN/AN/AN/A
    Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-16.29N/AN/AN/AN/A
    Annual Total Return (%) History () 
    YearOAKMXCategoryDiff
    2015N/AN/AN/A
    2014
     
    11.51N/AN/A
    2013
     
    37.29N/AN/A
    2012
     
    20.97N/AN/A
    2011
     
    1.82N/AN/A
    2010
     
    12.18N/AN/A
    2009
     
    44.77N/AN/A
    2008
     
    -32.61N/AN/A
    2007
     
    -3.64N/AN/A
    2006
     
    18.26N/AN/A
    2005
     
    -1.31N/AN/A
    2004
     
    11.73N/AN/A
    2003
     
    25.30N/AN/A
    2002
     
    -14.41N/AN/A
    2001
     
    18.29N/AN/A
    2000
     
    11.78N/AN/A
    1999
     
    -10.47N/AN/A
    1998
     
    3.73N/AN/A
    1997
     
    32.59N/AN/A
    1996
     
    16.21N/AN/A
    1995
     
    34.42N/AN/A
    1994
     
    3.31N/AN/A
    1993
     
    30.50N/AN/A
    1992
     
    48.90N/AN/A
    1991N/AN/AN/A
    Past Quarterly Returns (%) for OAKMX 
    Q1Q2Q3Q4
    2015-0.570.27N/AN/A
    20142.314.980.183.64
    20139.585.366.6011.54
    201214.44-3.466.322.99
    20115.161.45-14.0511.04
    20106.21-11.089.668.32
    2009-9.5923.2420.437.89
    2008-7.36-4.22-1.42-22.95
    2007-0.266.35-2.94-6.41
    20063.82-0.355.568.30
    2005-2.200.22-0.461.16
    20041.442.23-0.648.44
    2003-4.0916.950.3311.35
    20024.17-8.36-16.607.51
    20017.379.25-9.0110.82
    2000-8.972.586.1012.82
    1999-0.4711.53-13.56-6.69
    19989.95-2.70-13.8312.53
    19973.9915.226.324.08
    19963.563.510.757.60
    19959.196.188.376.98
    1994-4.182.926.86-1.97
    19937.952.717.459.54
    199212.833.6810.3115.39
    199117.83N/AN/AN/A
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date83N/A
    1-Month73N/A
    3-Month80N/A
    6-Month64N/A
    1-Year81N/A
    3-Year17N/A
    5-Year14N/A