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Oakmark International Fund Investor Class (OAKIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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28.36+0.15 (+0.53%)
At close: 8:01PM EST

Performance Overview

Morningstar Return Rating★★★
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
YTD4.92%9.30%
1-Month6.98%5.17%
3-Month31.48%15.77%
1-Year4.92%9.30%
3-Year-0.07%4.18%
5-Year6.92%7.57%
10-Year6.20%5.33%
Last Bull Market15.09%14.85%
Last Bear Market-22.79%-23.64%

Annual Total Return (%) History

Year
OAKIXCategory
2020
4.92%9.30%
2019
24.21%21.59%
2018
-23.43%-14.59%
2017
29.75%25.12%
2016
7.91%0.79%
2015
-3.83%-1.59%
2014
-5.41%-4.98%
2013
29.34%19.44%
2012
29.22%18.29%
2011
-14.07%-13.97%
2010
16.22%10.24%
2009
56.30%31.24%
2008
-41.06%-43.99%
2007
-0.51%12.71%
2006
30.60%24.77%
2005
14.12%14.72%
2004
19.09%17.39%
2003
38.04%33.58%
2002
-8.46%-16.69%
2001
-5.13%-21.67%
2000
12.50%-16.34%
1999
39.47%40.28%
1998
-7.00%12.72%
1997
3.33%5.49%
1996
28.02%12.44%
1995
8.32%10.24%
1994
-9.06%-1.07%
1993
53.58%35.90%
1992
N/A-4.86%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
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)

YTD82
1-Month6
3-Month1
1-Year82
3-Year96
5-Year70

Load Adjusted Returns

1-Year4.92%
3-Year-0.07%
5-Year6.92%
10-Year6.20%