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Oakmark Investor (OAKMX)


Nasdaq - Nasdaq Delayed Price. Currency in USD
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77.12+0.08 (+0.10%)
At close: 8:00PM EDT
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Risk Overview

Morningstar Risk Rating★★★★★
Number of Years Up19
Number of Years Down6
Best 1 Yr Total Return (Apr 29, 2017)44.77%
Worst 1 Yr Total Return (Apr 29, 2017)-32.61%

Risk Statistics

3 Years
OAKMXCategory Average
5 Years
OAKMXCategory Average
10 Years
OAKMXCategory Average
Alpha
-2.3-0.02
-0.9-0.01
0.88-0.01
Beta
1.130.01
1.110.01
1.090.01
Mean Annual Return
0.80.01
1.160.01
0.810.01
R-squared
89.460.93
90.370.93
92.820.95
Standard Deviation
12.460.11
11.880.11
17.30.16
Sharpe Ratio
0.750.01
1.160.01
0.530
Treynor Ratio
7.950.08
12.560.12
7.270.06