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Oakmark Investor (OAKMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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79.72-0.02 (-0.03%)
At close: 8:00PM EDT
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Performance Overview

Morningstar Return Rating★★★★★
Year-to-Date Return10.98%
5-Year Average Return15.92%
Number of Years Up19
Number of Years Down6
Best 1 Yr Total Return (Jul 30, 2017)44.77%
Worst 1 Yr Total Return (Jul 30, 2017)-32.61%
Best 3-Yr Total Return44.77%
Worst 3-Yr Total Return-8.42%

Trailing Returns (%) Vs. Benchmarks

ReturnOAKMXCategory
YTD10.98%8.65%
1-Month2.68%0.76%
3-Month5.90%2.92%
1-Year24.33%17.17%
3-Year9.98%7.60%
5-Year15.92%13.35%
10-Year9.54%6.21%
Last Bull Market26.73%23.93%
Last Bear Market-16.29%-17.69%

Annual Total Return (%) History

Year
OAKMXCategory
2017
N/AN/A
2016
18.35%10.37%
2015
-3.95%-1.07%
2014
11.51%10.96%
2013
37.29%31.50%
2012
20.97%14.96%
2011
1.82%-1.27%
2010
12.18%14.01%
2009
44.77%28.17%
2008
-32.61%-37.79%
2007
-3.64%6.16%
2006
18.26%14.17%
2005
-1.31%5.88%
2004
11.73%10.02%
2003
25.30%27.05%
2002
-14.41%-22.25%
2001
18.29%-13.50%
2000
11.78%-6.31%
1999
-10.47%20.16%
1998
3.73%22.39%
1997
32.59%28.37%
1996
16.21%20.76%
1995
34.42%32.35%
1994
3.31%-0.93%
1993
30.50%10.21%
1992
48.90%7.00%
1991
N/A30.90%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20174.11%3.82%N/AN/A
2016-0.62%1.33%8.53%8.29%
2015-0.57%0.27%-7.93%4.64%
20142.31%4.98%0.18%3.64%
20139.58%5.36%6.60%11.54%
201214.44%-3.46%6.32%2.99%
20115.16%1.45%-14.05%11.04%
20106.21%-11.08%9.66%8.32%
2009-9.59%23.24%20.43%7.89%
2008-7.36%-4.22%-1.42%-22.95%
2007-0.26%6.35%-2.94%-6.41%
20063.82%-0.35%5.56%8.30%
2005-2.20%0.22%-0.46%1.16%
20041.44%2.23%-0.64%8.44%
2003-4.09%16.95%0.33%11.35%
20024.17%-8.36%-16.60%7.51%
20017.37%9.25%-9.01%10.82%
2000-8.97%2.58%6.10%12.82%
1999-0.47%11.53%-13.56%-6.69%
19989.95%-2.70%-13.83%12.53%
19973.99%15.22%6.32%4.08%
19963.56%3.51%0.75%7.60%
19959.19%6.18%8.37%6.98%
1994-4.18%2.92%6.86%-1.97%
19937.95%2.71%7.45%9.54%
199212.83%3.68%10.31%15.39%
199117.83%N/AN/AN/A

Rank In Category (By Total Return)

YTD46
1-Month5
3-Month2
1-Year1
3-Year33
5-Year4

Load Adjusted Returns

1-Year24.33%
3-Year9.98%
5-Year15.92%
10-Year9.54%