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Oakmark Fund Advisor Class (OAYMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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115.85-0.03 (-0.03%)
At close: 08:05AM EST
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Performance Overview

Morningstar Return Rating★★★★★
Year-to-Date Return13.23%
5-Year Average Return0.00%
Number of Years Up3
Number of Years Down1
Best 1 Yr Total Return (Feb 3, 2019)27.09%
Worst 1 Yr Total Return (Feb 3, 2019)-12.62%
Best 3-Yr Total Return27.09%
Worst 3-Yr Total Return7.86%

Trailing Returns (%) Vs. Benchmarks

ReturnOAYMXCategory
YTD-2.75%17.52%
1-Month-2.25%-0.87%
3-Month-4.67%5.51%
1-Year27.18%42.88%
3-Year19.47%11.93%
5-Year0.00%12.07%
10-Year0.00%10.95%
Last Bull Market26.73%23.18%
Last Bear Market-16.29%-17.87%

Annual Total Return (%) History

Year
OAYMXCategory
2021
N/AN/A
2020
13.01%2.91%
2019
27.09%25.04%
2018
-12.62%-8.53%
2017
21.30%15.94%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202115.59%8.95%1.91%N/A
2020-30.40%23.04%6.21%24.26%
201912.85%3.23%-2.05%11.38%
2018-0.87%2.16%4.27%-17.26%
20174.15%3.84%5.80%6.01%

Rank In Category (By Total Return)

YTD2
1-Month22
3-Month2
1-Year1
3-Year2
5-Year2

Load Adjusted Returns

1-Year69.09%
3-Year21.08%
5-Year17.62%
10-Year15.82%
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