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Oakmark I (OAKMX)

69.81 Up 0.31(0.45%) Sep 16

Performance Overview as of Aug 30, 2014Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:5.00
Year-to-Date Return:9.60%
5-Year Average Return:18.35%
Number of Years Up:17
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):19.14%
Worst 3-Yr Total Return (N/A):-8.42%
Load Adjusted Returns 
1-Year:26.51%
3-Year:23.63%
5-Year:18.35%
10-Year:9.59%
Trailing Returns (%) vs. Benchmarks 
ReturnOAKMXCategoryDiffIndex*Diff
Year To Date9.60N/AN/AN/AN/A
1-Month3.64N/AN/AN/AN/A
3-Month4.64N/AN/AN/AN/A
1-Year26.51N/AN/AN/AN/A
3-Year23.63N/AN/AN/AN/A
5-Year18.35N/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
2014N/AN/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
20142.314.98N/AN/A
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 Date30N/A
1-Month61N/A
3-Month34N/A
6-Month19N/A
1-Year16N/A
3-Year4N/A
5-Year5N/A