Advertisement
Advertisement
U.S. Markets open in 3 hrs 52 mins
Advertisement
Advertisement
Advertisement
Advertisement

Oakmark International Fund (OAKIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
19.67+0.36 (+1.86%)
At close: 08:01PM EDT
Advertisement

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.50%
5-Year Average Return2.29%
Number of Years Up18
Number of Years Down10
Best 1 Yr Total Return (Feb 3, 2019)56.30%
Worst 1 Yr Total Return (Feb 3, 2019)-41.06%
Best 3-Yr Total Return56.30%
Worst 3-Yr Total Return-8.51%

Trailing Returns (%) Vs. Benchmarks

ReturnOAKIXCategory
YTD-16.70%11.56%
1-Month1.65%-2.20%
3-Month-2.90%4.11%
1-Year-19.53%35.63%
3-Year1.57%5.74%
5-Year4.62%8.25%
10-Year6.19%4.29%
Last Bull Market15.09%13.65%
Last Bear Market-22.79%-23.43%

Annual Total Return (%) History

Year
OAKIXCategory
2021
N/AN/A
2020
4.92%0.88%
2019
24.21%17.80%
2018
-23.43%-15.44%
2017
29.75%22.08%
2016
7.91%3.34%
2015
-3.83%-3.10%
2014
-5.41%-6.32%
2013
29.34%20.81%
2012
29.22%16.21%
2011
-14.07%-12.77%
2010
16.22%7.48%
2009
56.30%30.33%
2008
-41.06%-42.41%
2007
-0.51%9.01%
2006
30.60%25.98%
2005
14.12%13.19%
2004
19.09%21.99%
2003
38.04%39.07%
2002
-8.46%-12.37%
2001
-5.13%-15.98%
2000
12.50%-6.76%
1999
39.47%30.02%
1998
-7.00%6.98%
1997
3.33%7.03%
1996
28.02%13.85%
1995
8.32%10.70%
1994
-9.06%0.61%
1993
53.58%38.00%
1992
N/A-2.77%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20219.01%4.29%-5.02%N/A
2020-38.12%24.42%3.64%31.48%
20199.04%3.36%-0.78%11.07%
2018-2.77%-5.04%-0.91%-16.31%
20179.43%6.16%9.10%2.38%
2016-2.95%-7.77%13.28%6.42%
20156.51%-1.13%-13.18%5.19%
20140.80%1.39%-7.03%-0.45%
20135.35%3.76%13.16%4.56%
201216.80%-10.14%8.18%13.82%
20112.27%2.12%-20.42%3.41%
20105.70%-10.73%14.41%7.65%
2009-9.31%33.23%23.95%4.36%
2008-11.03%-8.96%-7.42%-21.40%
20074.91%3.18%-3.48%-4.78%
200610.17%2.90%5.09%9.62%
20052.13%-0.05%9.04%2.52%
20043.61%1.82%-0.16%13.07%
2003-11.72%25.43%7.70%15.75%
200211.46%-2.23%-22.93%8.99%
2001-8.73%9.99%-19.39%17.24%
2000-0.20%7.09%-1.97%7.39%
199913.75%21.03%-7.12%9.08%
199814.42%-11.92%-19.41%14.51%
19977.78%8.28%2.57%-13.68%
199612.04%8.00%-0.20%6.01%
1995-3.30%8.75%5.13%-2.02%
1994-1.08%-5.95%6.47%-8.19%
199318.39%3.45%8.84%15.21%
19920.43%N/AN/AN/A

Rank In Category (By Total Return)

YTD44
1-Month12
3-Month56
1-Year3
3-Year12
5-Year14

Load Adjusted Returns

1-Year51.04%
3-Year10.49%
5-Year8.54%
10-Year8.51%
Advertisement
Advertisement